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172 hedge funds and large institutions have $1B invested in Kadant in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $803K

7% more funds holding

Funds holding: 161172 (+11)

4% more capital invested

Capital invested by funds: $968M → $1B (+$36.5M)

0% less ownership

Funds ownership: 90.86%90.86% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
48
Reduced
64
Closed
19
Calls
$1.15M
Puts
$803K
Net Calls
+$342K
Net Calls Change
-$761K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$3.59M +$246K +2,424 +7%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$3.58M +$3.62M +35,703 New
First Trust Advisors
53
First Trust Advisors
Illinois
$3.54M +$3.58M +35,259 New
PAM
54
Panagora Asset Management
Massachusetts
$3.54M +$257K +2,535 +8%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$3.18M -$295K -2,908 -8%
PCMI
56
Paradigm Capital Management Inc
New York
$2.84M
AG
57
Algert Global
California
$2.76M -$259K -2,555 -8%
CYG
58
Clean Yield Group
Vermont
$2.6M -$135K -1,327 -5%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$2.5M +$2.19M +21,561 +646%
JIR
60
James Investment Research
Ohio
$2.48M +$2.5M +24,650 New
IA
61
IndexIQ Advisors
New York
$2.38M +$926K +9,119 +62%
SCM
62
Sterling Capital Management
North Carolina
$2.24M +$365K +3,595 +19%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.99M -$270K -2,661 -12%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.88M +$81.2K +800 +4%
Prudential Financial
65
Prudential Financial
New Jersey
$1.87M -$443K -4,360 -19%
Barclays
66
Barclays
United Kingdom
$1.86M +$1.85M +18,219 +6,601%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$1.84M -$3.51M -34,631 -65%
EGI
68
EAM Global Investors
California
$1.82M +$1.84M +18,119 New
Norges Bank
69
Norges Bank
Norway
$1.73M
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$1.72M -$27.1K -267 -2%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$1.71M -$63.4K -625 -4%
HW
72
Hancock Whitney
Mississippi
$1.55M -$160K -1,577 -9%
CS
73
Credit Suisse
Switzerland
$1.48M +$173K +1,700 +13%
AG
74
Aperio Group
California
$1.46M -$68.7K -677 -4%
CCM
75
Cadence Capital Management
Massachusetts
$1.29M -$372K -3,666 -22%

KAI Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2017, worth a combined $1B — up 3.8% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KAI positions and 19 closed out — a net gain of 12 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Kadant (KAI) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1B of Kadant stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 31 funds opened new Kadant positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2017 was Royce & Associates, an estimated $11.8M added.
  • The largest Kadant seller in Q4 2017 was Nationwide Fund Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q4 2017.