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207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$22.3M +$960K +4,433 +5%
Goldman Sachs
27
Goldman Sachs
New York
$19.7M -$6.14M -28,337 -24%
SEI Investments
28
SEI Investments
Pennsylvania
$16.1M +$1.86M +8,606 +14%
CRC
29
Curi RMB Capital
Illinois
$15.6M +$486K +2,243 +3%
DDC
30
DF Dent & Co
Maryland
$15.1M +$3.29M +15,173 +29%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$15M +$184K +852 +1%
UBS Group
32
UBS Group
Switzerland
$13.7M +$299K +1,383 +2%
ACH
33
ArrowMark Colorado Holdings
Colorado
$13.3M -$1.68M -7,779 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.9M +$4.12M +19,047 +50%
MPIA
35
Mountain Pacific Investment Advisers
Idaho
$12.8M +$1.75M +8,085 +17%
Legal & General Group
36
Legal & General Group
United Kingdom
$12M -$391K -1,806 -3%
Morgan Stanley
37
Morgan Stanley
New York
$11.5M -$256K -1,183 -2%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$11.4M +$2.35M +10,858 +27%
JP Morgan Chase
39
JP Morgan Chase
New York
$11.3M -$1.05M -4,838 -9%
ZCM
40
Ziegler Capital Management
Illinois
$11.2M -$30.5K -141 -0.3%
EAM
41
Erste Asset Management
Austria
$10.4M
Two Sigma Investments
42
Two Sigma Investments
New York
$9.76M +$3.4M +15,696 +57%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$9.63M +$6.21M +28,698 +205%
CS
44
Credit Suisse
Switzerland
$9.55M +$18.2K +84 +0.2%
Invesco
45
Invesco
Georgia
$8.61M -$593K -2,739 -7%
ProShare Advisors
46
ProShare Advisors
Maryland
$8.5M -$352K -1,626 -4%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$8.37M
EIP
48
Epoch Investment Partners
New York
$7.98M -$283K -1,306 -4%
RJA
49
Raymond James & Associates
Florida
$7.79M -$221K -1,022 -3%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$7.69M +$3.25M +15,000 +79%

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.