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257 hedge funds and large institutions have $3.72B invested in Kadant in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.2M

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

4.85% more ownership

Funds ownership: 102.98%107.82% (+4.8%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 260257 (-3)

6% less capital invested

Capital invested by funds: $3.96B → $3.72B (-$241M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
103
Reduced
71
Closed
39
Calls
$2.82M
Puts
$1.2M
Net Calls
+$1.62M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$35M +$945K +3,316 +3%
Goldman Sachs
27
Goldman Sachs
New York
$32.6M +$10.1M +35,433 +47%
CIP
28
Champlain Investment Partners
Vermont
$26.7M +$25.9M +90,949 New
RJA
29
Raymond James & Associates
Florida
$24.7M +$1.47M +5,167 +7%
Morgan Stanley
30
Morgan Stanley
New York
$22.4M -$2.91M -10,208 -12%
CRC
31
Curi RMB Capital
Illinois
$22.3M +$394K +1,383 +2%
SEI Investments
32
SEI Investments
Pennsylvania
$22M +$4.73M +16,595 +28%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$20.8M -$13.6M -47,884 -40%
Pictet Asset Management
34
Pictet Asset Management
Switzerland
$20.3M -$1.63M -5,725 -8%
Bank of America
35
Bank of America
North Carolina
$19.8M +$977K +3,428 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$18.8M +$1.56M +5,473 +9%
MPIA
37
Mountain Pacific Investment Advisers
Idaho
$17.9M +$231K +811 +1%
UBS Group
38
UBS Group
Switzerland
$16.2M -$2.34M -8,224 -13%
DDC
39
DF Dent & Co
Maryland
$14.9M +$2.02M +7,071 +16%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$13.9M +$6.28M +22,020 +87%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.8M +$766K +2,687 +6%
FMI
42
F/M Investments
District of Columbia
$13.5M +$13.1M +45,937 New
Stifel Financial
43
Stifel Financial
Missouri
$12.3M -$133K -465 -1%
Legal & General Group
44
Legal & General Group
United Kingdom
$11.9M +$681K +2,389 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$11.9M -$2.76M -9,688 -19%
EAM
46
Erste Asset Management
Austria
$10.4M -$376K -1,320 -4%
DekaBank Deutsche Girozentrale
47
DekaBank Deutsche Girozentrale
Germany
$10.2M +$3.56M +12,500 +56%
PCMI
48
Paradigm Capital Management Inc
New York
$9.64M
N
49
Nuveen
North Carolina
$9.22M +$136K +478 +2%
UBS AM
50
UBS AM
Illinois
$9.21M +$4.95M +17,357 +124%

KAI Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2024, worth a combined $3.72B — down 6.1% from $3.96B a quarter earlier.

Fund positioning in KAI was balanced in Q2 2024: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 71 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $67.6M. The largest seller was Aberdeen Group, cutting an estimated $13.6M.

  • 257 institutional investors held Kadant (KAI) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $3.72B of Kadant stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 39 funds opened new Kadant positions in Q2 2024 and 39 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2024 was Wasatch Advisors, an estimated $67.6M added.
  • The largest Kadant seller in Q2 2024 was Aberdeen Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.