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147 hedge funds and large institutions have $515M invested in Kadant in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $489K

20% more capital invested

Capital invested by funds: $428M → $515M (+$87.5M)

11% more funds holding

Funds holding: 133147 (+14)

3.1% more ownership

Funds ownership: 89.04%92.14% (+3.1%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
55
Closed
10
Calls
$1.05M
Puts
$489K
Net Calls
+$566K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.56M -$126K -2,600 -8%
Morgan Stanley
52
Morgan Stanley
New York
$1.37M +$441K +9,115 +52%
KCM
53
Kennedy Capital Management
Missouri
$1.24M -$2.71K -56 -0.2%
Deutsche Bank
54
Deutsche Bank
Germany
$1.22M -$288K -5,958 -20%
ACM
55
Ativo Capital Management
Illinois
$1.22M +$421K +8,700 +58%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.19M +$1.11M +23,015 New
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.16M -$36.6K -757 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$1.15M -$571K -11,817 -35%
GCP
59
GSA Capital Partners
United Kingdom
$1.15M -$85.4K -1,767 -7%
ZIM
60
Zacks Investment Management
Illinois
$974K +$914K +18,913 New
CCM
61
Cadence Capital Management
Massachusetts
$966K -$18.2K -376 -2%
Prudential Financial
62
Prudential Financial
New Jersey
$954K
HW
63
Hancock Whitney
Mississippi
$951K +$16.1K +332 +2%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$923K
WCM
65
Wedge Capital Management
North Carolina
$901K -$141K -2,920 -14%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$884K
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$877K -$134K -2,772 -14%
AIM
68
Alambic Investment Management
California
$877K +$120K +2,490 +17%
TA
69
Teachers Advisors
New York
$876K +$50.4K +1,043 +7%
Swiss National Bank
70
Swiss National Bank
Switzerland
$865K
DCM
71
Dean Capital Management
Kansas
$858K
TC
72
TFS Capital
Pennsylvania
$829K +$778K +16,090 New
AG
73
Aperio Group
California
$795K -$102K -2,111 -12%
Millennium Management
74
Millennium Management
New York
$786K +$738K +15,265 New
CS
75
Credit Suisse
Switzerland
$758K +$346K +7,155 +95%

KAI Hedge Fund Activity: Q2 2016 in Review

147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2016, worth a combined $515M — up 20% from $428M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KAI positions and 10 closed out — a net gain of 14 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Macquarie Group, adding an estimated $25.4M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $9.76M sold.

  • 147 institutional investors held Kadant (KAI) as of Q2 2016, up from 133 in Q1 2016.
  • Funds reported $515M of Kadant stock for Q2 2016, up 20% quarter-over-quarter.
  • 24 funds opened new Kadant positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q2 2016 was Macquarie Group, an estimated $25.4M added.
  • The largest Kadant seller in Q2 2016 was RK Capital Management (Colorado), an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2016.