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137 hedge funds and large institutions have $377M invested in Kadant in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $413K | Put options by funds: $261K

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.13% less ownership

Funds ownership: 89.78%88.65% (-1.1%)

6% less funds holding

Funds holding: 145137 (-8)

19% less capital invested

Capital invested by funds: $463M → $377M (-$86.3M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
52
Reduced
47
Closed
20
Calls
$413K
Puts
$261K
Net Calls
+$152K
Net Calls Change
-$997K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Camarda Financial Advisors
Florida
$1.13M +$43K +978 +3%
MFIMFI
52
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.09M -$11.9K -271 -1%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$1.05M -$445K -10,121 -27%
UBS Group
54
UBS Group
Switzerland
$1.04M +$257K +5,833 +28%
GT
55
Glenmede Trust
Pennsylvania
$956K +$1.08M +24,520 +163,467%
DCM
56
Dupont Capital Management
Delaware
$950K
American Century Companies
57
American Century Companies
Missouri
$939K +$468K +10,628 +79%
Goldman Sachs
58
Goldman Sachs
New York
$880K +$440 +10 +0%
Citadel Advisors
59
Citadel Advisors
Florida
$880K +$137K +3,106 +16%
AG
60
Algert Global
California
$828K -$285K -6,471 -23%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$814K -$617K -14,029 -40%
Prudential Financial
62
Prudential Financial
New Jersey
$808K -$1.17M -26,501 -56%
TC
63
TFS Capital
Pennsylvania
$798K +$900K +20,463 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$781K
TI
65
Trexquant Investment
Connecticut
$748K +$387K +8,800 +85%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$728K -$182K -4,144 -18%
AG
67
Aperio Group
California
$706K +$163K +3,715 +26%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$703K +$30.5K +694 +4%
SO
69
STRS Ohio
Ohio
$690K +$22K +500 +3%
AQR Capital Management
70
AQR Capital Management
Connecticut
$679K +$270K +6,131 +54%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$667K -$66.9K -1,520 -8%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$663K +$74.3K +1,688 +11%
HW
73
Hancock Whitney
Mississippi
$633K +$1.98K +45 +0.3%
TA
74
Teachers Advisors
New York
$623K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$590K +$75.6K +1,719 +13%

KAI Hedge Fund Activity: Q3 2015 in Review

137 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2015, worth a combined $377M — down 19% from $463M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KAI and 13 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $8.19M. The largest seller was William Blair & Company, exiting entirely with an estimated $15M sold.

  • 137 institutional investors held Kadant (KAI) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $377M of Kadant stock for Q3 2015, down 19% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q3 2015 and 20 closed out, a net change of -7 holders.
  • The largest Kadant buyer in Q3 2015 was RK Capital Management (Colorado), an estimated $8.19M added.
  • The largest Kadant seller in Q3 2015 was William Blair & Company, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2015.