Kadant
176 hedge funds and large institutions have $959M invested in Kadant in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 78 reducing their positions, and 26 closing their positions.
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
2% more funds holding
Funds holding: 172 → 176 (+4)
1.13% more ownership
Funds ownership: 90.86% → 91.99% (+1.1%)
5% less capital invested
Capital invested by funds: $1B → $959M (-$45.7M)
54% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 78
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$18.2M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$12.9M |
| 3 |
Millennium Management
New York
|
+$6.73M |
| 4 |
RA
Royce & Associates
New York
|
+$6.72M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$8.28M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.95M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$4.5M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$4.38M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.97M |
KAI Hedge Fund Activity: Q1 2018 in Review
176 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2018, worth a combined $959M — down 4.5% from $1B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KAI positions and 26 closed out — a net gain of 4 holders — while 36 added to existing stakes and 78 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $18.2M. The largest seller was BlackRock, cutting an estimated $8.28M.
- 176 institutional investors held Kadant (KAI) as of Q1 2018, up from 172 in Q4 2017.
- Funds reported $959M of Kadant stock for Q1 2018, down 4.5% quarter-over-quarter.
- 30 funds opened new Kadant positions in Q1 2018 and 26 closed out, a net change of +4 holders.
- The largest Kadant buyer in Q1 2018 was Wasatch Advisors, an estimated $18.2M added.
- The largest Kadant seller in Q1 2018 was BlackRock, an estimated $8.28M sold.
Based on aggregated 13F filings for Q1 2018.