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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
26
Pictet Asset Management (Switzerland)
Switzerland
$17.7M +$9.15M +45,702 +135%
ACH
27
ArrowMark Colorado Holdings
Colorado
$14.8M +$1.93M +9,619 +17%
CRC
28
Curi RMB Capital
Illinois
$14.8M +$399K +1,991 +3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$14.6M -$44.9K -224 -0.3%
SEI Investments
30
SEI Investments
Pennsylvania
$14M -$129K -644 -1%
UBS Group
31
UBS Group
Switzerland
$13.1M +$714K +3,563 +6%
JP Morgan Chase
32
JP Morgan Chase
New York
$12.2M -$266K -1,328 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$12.2M -$73.3K -366 -0.7%
Morgan Stanley
34
Morgan Stanley
New York
$11.6M +$2.64M +13,186 +34%
DDC
35
DF Dent & Co
Maryland
$11.5M -$57.3K -286 -0.5%
ZCM
36
Ziegler Capital Management
Illinois
$11M -$2.21M -11,050 -18%
MPIA
37
Mountain Pacific Investment Advisers
Idaho
$10.8M +$3.09M +15,451 +46%
Millennium Management
38
Millennium Management
New York
$10.3M +$9.07M +45,276 +3,961%
BMSSC
39
B. Metzler seel. Sohn & Co
Germany
$10.2M +$4.54M +22,654 +98%
EAM
40
Erste Asset Management
Austria
$10.1M -$358K -1,789 -4%
CS
41
Credit Suisse
Switzerland
$9.39M -$4.18M -20,876 -33%
Invesco
42
Invesco
Georgia
$9.09M +$476K +2,376 +6%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$8.82M
ProShare Advisors
44
ProShare Advisors
Maryland
$8.73M -$907K -4,531 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.44M +$513K +2,564 +7%
BCIM
46
British Columbia Investment Management
British Columbia, Canada
$8.24M -$1.74M -8,700 -19%
EIP
47
Epoch Investment Partners
New York
$8.15M +$23.4K +117 +0.3%
RJA
48
Raymond James & Associates
Florida
$7.9M -$378K -1,887 -5%
EAM
49
Eagle Asset Management
Florida
$7.74M -$187K -934 -3%
PCMI
50
Paradigm Capital Management Inc
New York
$7.46M

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.