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126 hedge funds and large institutions have $378M invested in Kadant in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 122126 (+4)

4% more capital invested

Capital invested by funds: $364M → $378M (+$14M)

1.88% less ownership

Funds ownership: 89.95%88.07% (-1.9%)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
34
Reduced
54
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
51
Acadian Asset Management
Massachusetts
$1.11M -$543K -14,653 -34%
Deutsche Bank
52
Deutsche Bank
Germany
$984K -$1.43M -38,740 -60%
Axa
53
Axa
France
$956K +$14.8K +400 +2%
CS
54
Credit Suisse
Switzerland
$876K +$136K +3,672 +19%
BMCMI
55
Bryn Mawr Capital Management Inc
Pennsylvania
$851K +$162K +4,386 +25%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$785K +$3.7K +100 +0.5%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$776K -$148K -4,000 -17%
SO
58
STRS Ohio
Ohio
$750K -$14.8K -400 -2%
Millennium Management
59
Millennium Management
New York
$728K -$142K -3,842 -17%
Citadel Advisors
60
Citadel Advisors
Florida
$692K -$50.4K -1,360 -7%
DIA
61
Dean Investment Associates
Ohio
$663K -$1.08M -29,127 -63%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$654K -$51.5K -1,391 -8%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$638K
Two Sigma Advisers
64
Two Sigma Advisers
New York
$624K +$51.8K +1,400 +9%
Renaissance Technologies
65
Renaissance Technologies
New York
$615K -$726K -19,608 -55%
TA
66
Teachers Advisors
New York
$604K -$3.77M -101,843 -87%
BCM
67
Bridgeway Capital Management
Texas
$577K
GC
68
Guggenheim Capital
Illinois
$533K -$57.4K -1,550 -10%
ZIM
69
Zacks Investment Management
Illinois
$528K -$27.3K -736 -5%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$492K -$94.8K -2,560 -17%
Federated Hermes
71
Federated Hermes
Pennsylvania
$461K -$202K -5,453 -31%
CIC
72
Cornercap Investment Counsel
Georgia
$440K
Swiss National Bank
73
Swiss National Bank
Switzerland
$438K
AllianceBernstein
74
AllianceBernstein
Tennessee
$423K -$124K -3,336 -23%
CCMG
75
Clark Capital Management Group
Pennsylvania
$413K +$108K +2,927 +37%

KAI Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2014, worth a combined $378M — up 3.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAI positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 54 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $3.43M. The largest seller was Teachers Advisors, cutting an estimated $3.77M.

  • 126 institutional investors held Kadant (KAI) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $378M of Kadant stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q2 2014 and 9 closed out, a net change of +4 holders.
  • The largest Kadant buyer in Q2 2014 was ZPR Investment Management, an estimated $3.43M added.
  • The largest Kadant seller in Q2 2014 was Teachers Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2014.