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Kadant
KAI

148 hedge funds and large institutions have $596M invested in Kadant in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $511M → $596M (+$85.6M)

5% more funds holding

Funds holding: 141 → 148 (+7)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

1.26% less ownership

Funds ownership: 90.54% → 89.28% (-1.3%)

33% less call options, than puts

Call options by funds: $340K | Put options by funds: $508K

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
50
Reduced
51
Closed
9
Calls
$340K
Puts
$508K
Net Calls
-$168K
Net Calls Change
+$560K

Top Buyers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
+$3.82M
2
Wells Fargo
Wells Fargo
California
+$2.93M
3
BFA
BlackRock Fund Advisors
California
+$2.92M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.44M
5
OCG
Opus Capital Group
Ohio
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$8.4M
2
LSV Asset Management
LSV Asset Management
Illinois
-$5.93M
3
Goldman Sachs
Goldman Sachs
New York
-$4.05M
4
TAM
THB Asset Management
Connecticut
-$3.54M
5
Brown Advisory
Brown Advisory
Maryland
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMI
51
Paradigm Capital Management Inc
New York
$1.96M – – –
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.88M – – –
Goldman Sachs
53
Goldman Sachs
New York
$1.73M -$4.05M -70,360 -71%
Deutsche Bank
54
Deutsche Bank
Germany
$1.55M +$240K +4,164 +20%
UBS Group
55
UBS Group
Switzerland
$1.52M -$1.24M -21,572 -46%
DCM
56
Dean Capital Management
Kansas
$1.51M +$211K +3,671 +17%
KCM
57
Kennedy Capital Management
Missouri
$1.5M – – –
ACM
58
Ativo Capital Management
Illinois
$1.45M – – –
NI
59
Numeric Investors
Massachusetts
$1.36M -$921K -16,000 -42%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$34.5K -600 -3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$1.34M +$231K +4,016 +22%
Bank of America
62
Bank of America
North Carolina
$1.31M +$473K +8,222 +62%
ZIM
63
Zacks Investment Management
Illinois
$1.29M +$2.13K +37 +0.2%
Axa
64
Axa
France
$1.21M +$573K +9,960 +102%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$1.17M -$570K -9,900 -34%
HW
66
Hancock Whitney
Mississippi
$1.12M +$11.5K +199 +1%
CCM
67
Cadence Capital Management
Massachusetts
$1.12M -$21.6K -376 -2%
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.09M +$63.3K +1,100 +7%
TA
69
Teachers Advisors
New York
$1.07M +$30.1K +523 +3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.05M – – –
Millennium Management
71
Millennium Management
New York
$1.03M +$968K +16,823 New
WCM
72
Wedge Capital Management
North Carolina
$980K -$67.2K -1,168 -7%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$946K -$100K -1,744 -10%
AG
74
Aperio Group
California
$944K -$18.1K -315 -2%
DCM
75
Dupont Capital Management
Delaware
$887K – – –
1 2
3
4 5

KAI Hedge Fund Activity: Q4 2016 in Review

148 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2016, worth a combined $596M — up 17% from $511M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KAI positions and 9 closed out — a net gain of 7 holders — while 50 added to existing stakes and 51 trimmed.

The largest buyer was Phocas Financial Corp, adding an estimated $3.82M. The largest seller was Royce & Associates, cutting an estimated $8.4M.

  • 148 institutional investors held Kadant (KAI) as of Q4 2016, up from 141 in Q3 2016.
  • Funds reported $596M of Kadant stock for Q4 2016, up 17% quarter-over-quarter.
  • 16 funds opened new Kadant positions in Q4 2016 and 9 closed out, a net change of +7 holders.
  • The largest Kadant buyer in Q4 2016 was Phocas Financial Corp, an estimated $3.82M added.
  • The largest Kadant seller in Q4 2016 was Royce & Associates, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2016.