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136 hedge funds and large institutions have $387M invested in Kadant in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $377M → $387M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 88.65%88.55% (-0.11%)

1% less funds holding

Funds holding: 137136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMI
51
Paradigm Capital Management Inc
New York
$1.3M
HI
52
Handelsinvest Investeringsforvaltning
Denmark
$1.2M +$1.22M +29,500 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$1.14M +$438K +10,639 +61%
Deutsche Bank
54
Deutsche Bank
Germany
$1.01M -$1.68M -40,810 -62%
UBS Group
55
UBS Group
Switzerland
$1.01M -$80.8K -1,961 -7%
DCM
56
Dupont Capital Management
Delaware
$988K
Goldman Sachs
57
Goldman Sachs
New York
$959K +$43.3K +1,050 +5%
Prudential Financial
58
Prudential Financial
New Jersey
$837K -$4.12K -100 -0.5%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$834K -$266K -6,457 -24%
B
60
Bailard
California
$828K +$840K +20,400 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$826K +$12.4K +300 +1%
CCM
62
Cadence Capital Management
Massachusetts
$777K +$788K +19,130 New
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$751K -$97.7K -2,371 -11%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$748K +$15.9K +385 +2%
DCM
65
Dean Capital Management
Kansas
$745K +$756K +18,340 New
AG
66
Aperio Group
California
$712K -$23.2K -564 -3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$697K +$7.04K +171 +1%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$693K -$1.4K -34 -0.2%
MFIMFI
69
Mesirow Financial Investment Management - Fixed Income
Illinois
$681K -$464K -11,257 -40%
SO
70
STRS Ohio
Ohio
$678K -$41.2K -1,000 -6%
HW
71
Hancock Whitney
Mississippi
$657K -$2.14K -52 -0.3%
TA
72
Teachers Advisors
New York
$648K
KCM
73
Kennedy Capital Management
Missouri
$609K +$618K +15,000 New
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$584K +$593K +14,387 New
ACM
75
Ativo Capital Management
Illinois
$581K +$24.7K +600 +4%

KAI Hedge Fund Activity: Q4 2015 in Review

136 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2015, worth a combined $387M — up 2.8% from $377M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KAI and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was WCM Investment Management, exiting entirely with an estimated $7.03M sold.

  • 136 institutional investors held Kadant (KAI) as of Q4 2015, down from 137 in Q3 2015.
  • Funds reported $387M of Kadant stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2015 and 19 closed out, a net change of -1 holder.
  • The largest Kadant buyer in Q4 2015 was Wells Fargo, an estimated $2.79M added.
  • The largest Kadant seller in Q4 2015 was WCM Investment Management, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2015.