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280 hedge funds and large institutions have $4.37B invested in Kadant in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $3.72B → $4.37B (+$649M)

9% more funds holding

Funds holding: 257280 (+23)

2.11% more ownership

Funds ownership: 107.82%109.94% (+2.1%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

42% less call options, than puts

Call options by funds: $2.84M | Put options by funds: $4.89M

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
87
Reduced
92
Closed
21
Calls
$2.84M
Puts
$4.89M
Net Calls
-$2.06M
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$41M +$684K +2,141 +2%
Handelsbanken Fonder
27
Handelsbanken Fonder
Sweden
$37.4M -$3.19M -10,000 -8%
SEI Investments
28
SEI Investments
Pennsylvania
$33.3M +$7.51M +23,529 +31%
Goldman Sachs
29
Goldman Sachs
New York
$33M -$4.29M -13,421 -12%
Morgan Stanley
30
Morgan Stanley
New York
$32.4M +$6.26M +19,614 +26%
DDC
31
DF Dent & Co
Maryland
$28.1M +$10.4M +32,491 +64%
RJA
32
Raymond James & Associates
Florida
$27.3M -$1.03M -3,241 -4%
Bank of America
33
Bank of America
North Carolina
$26.2M +$3.25M +10,166 +15%
CRC
34
Curi RMB Capital
Illinois
$26.2M +$479K +1,500 +2%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$24.2M +$254K +796 +1%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$24M +$585K +1,831 +3%
JP Morgan Chase
37
JP Morgan Chase
New York
$21.9M +$7.78M +24,358 +60%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$21.4M +$14.5M +45,391 +254%
MPIA
39
Mountain Pacific Investment Advisers
Idaho
$20.8M +$196K +613 +1%
UBS Group
40
UBS Group
Switzerland
$20.3M +$1.53M +4,789 +9%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$18.5M -$2.96M -9,255 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.5M +$1.57M +4,914 +10%
Legal & General Group
43
Legal & General Group
United Kingdom
$14.5M +$737K +2,308 +6%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$14.1M -$1.72M -5,376 -11%
Stifel Financial
45
Stifel Financial
Missouri
$13.7M -$351K -1,098 -3%
FMI
46
F/M Investments
District of Columbia
$12.6M -$2.77M -8,663 -19%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$11.9M +$6.66M +20,869 +146%
EAM
48
Erste Asset Management
Austria
$11.3M -$562K -1,759 -5%
SBH
49
Segall Bryant & Hamill
Illinois
$11.2M +$10.6M +33,153 New
DS
50
Dudley & Shanley
Florida
$11M +$6.88M +21,545 +197%

KAI Hedge Fund Activity: Q3 2024 in Review

280 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2024, worth a combined $4.37B — up 17% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KAI positions and 21 closed out — a net gain of 25 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $29.2M. The largest seller was Wasatch Advisors, cutting an estimated $16.1M.

  • 280 institutional investors held Kadant (KAI) as of Q3 2024, up from 257 in Q2 2024.
  • Funds reported $4.37B of Kadant stock for Q3 2024, up 17% quarter-over-quarter.
  • 46 funds opened new Kadant positions in Q3 2024 and 21 closed out, a net change of +25 holders.
  • The largest Kadant buyer in Q3 2024 was Riverbridge Partners, an estimated $29.2M added.
  • The largest Kadant seller in Q3 2024 was Wasatch Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.