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260 hedge funds and large institutions have $3.96B invested in Kadant in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

26% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.81M

19% more capital invested

Capital invested by funds: $3.34B → $3.96B (+$620M)

10% more funds holding

Funds holding: 237260 (+23)

1.26% more ownership

Funds ownership: 101.72%102.98% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
260
Holders Change
+23
Holders Change %
+9.7%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
70
Reduced
108
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$32.2M +$7.19M +23,851 +32%
Morgan Stanley
27
Morgan Stanley
New York
$28.3M -$7.48M -24,798 -22%
RJA
28
Raymond James & Associates
Florida
$25.9M -$966K -3,201 -4%
Goldman Sachs
29
Goldman Sachs
New York
$24.8M -$2.83M -9,365 -11%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$24.6M -$15.3M -50,736 -40%
CRC
31
Curi RMB Capital
Illinois
$24.5M +$1.75M +5,805 +8%
Bank of America
32
Bank of America
North Carolina
$21M -$2.84M -9,402 -13%
UBS Group
33
UBS Group
Switzerland
$20.8M -$1.08M -3,579 -5%
MPIA
34
Mountain Pacific Investment Advisers
Idaho
$19.8M +$496K +1,644 +3%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$19.2M -$921K -3,052 -5%
SEI Investments
36
SEI Investments
Pennsylvania
$19.2M +$628K +2,083 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$16.4M -$766K -2,540 -5%
ZCM
38
Ziegler Capital Management
Illinois
$15.2M +$9.1M +30,183 +187%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M -$2.85M -9,444 -18%
DDC
40
DF Dent & Co
Maryland
$14.3M -$183K -608 -1%
Stifel Financial
41
Stifel Financial
Missouri
$13.9M +$567K +1,881 +5%
Invesco
42
Invesco
Georgia
$13.2M -$268K -888 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$12.5M -$4.12M -13,642 -26%
EAM
44
Erste Asset Management
Austria
$12.3M -$836K -2,770 -7%
Citigroup
45
Citigroup
New York
$11.7M +$9.71M +32,180 +946%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$11.1M -$3.38M -11,200 -25%
PCMI
47
Paradigm Capital Management Inc
New York
$10.8M -$241K -800 -2%
EAM
48
Eagle Asset Management
Florida
$10.3M -$218K -724 -2%
N
49
Nuveen
North Carolina
$10.1M -$102K -339 -1%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$9.56M +$525K +1,741 +6%

KAI Hedge Fund Activity: Q1 2024 in Review

260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2024, worth a combined $3.96B — up 19% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KAI positions and 23 closed out — a net gain of 24 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Vanguard Group, adding an estimated $92.4M. The largest seller was Wasatch Advisors, cutting an estimated $30.7M.

  • 260 institutional investors held Kadant (KAI) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $3.96B of Kadant stock for Q1 2024, up 19% quarter-over-quarter.
  • 47 funds opened new Kadant positions in Q1 2024 and 23 closed out, a net change of +24 holders.
  • The largest Kadant buyer in Q1 2024 was Vanguard Group, an estimated $92.4M added.
  • The largest Kadant seller in Q1 2024 was Wasatch Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.