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167 hedge funds and large institutions have $949M invested in Kadant in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 91.99%91.13% (-0.86%)

1% less capital invested

Capital invested by funds: $959M → $949M (-$9.87M)

5% less funds holding

Funds holding: 176167 (-9)

14% less call options, than puts

Call options by funds: $432K | Put options by funds: $500K

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
50
Reduced
59
Closed
21
Calls
$432K
Puts
$500K
Net Calls
-$68K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.79M -$206K -2,141 -7%
PCMI
52
Paradigm Capital Management Inc
New York
$2.78M +$57.7K +600 +2%
AG
53
Algert Global
California
$2.77M +$83.2K +866 +3%
Citadel Advisors
54
Citadel Advisors
Florida
$2.2M +$1.96M +20,416 +832%
SCM
55
Sterling Capital Management
North Carolina
$2.14M
Prudential Financial
56
Prudential Financial
New Jersey
$2.12M +$322K +3,350 +18%
OCG
57
Opus Capital Group
Ohio
$2.02M -$2.98K -31 -0.1%
JIR
58
James Investment Research
Ohio
$2M +$1.99M +20,745 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.85M
CRC
60
Curi RMB Capital
Illinois
$1.73M -$1.65M -17,160 -49%
Goldman Sachs
61
Goldman Sachs
New York
$1.7M -$4.84M -50,354 -74%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.67M +$30.3K +315 +2%
Norges Bank
63
Norges Bank
Norway
$1.65M
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$1.61M +$20.7K +215 +1%
SGAM
65
Smith Group Asset Management
Texas
$1.61M +$27.9K +290 +2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$1.6M -$2.21K -23 -0.1%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.54M
CCM
68
Cadence Capital Management
Massachusetts
$1.44M +$114K +1,189 +9%
CYG
69
Clean Yield Group
Vermont
$1.41M -$129K -1,340 -8%
HW
70
Hancock Whitney
Mississippi
$1.38M -$80.8K -841 -6%
AG
71
Aperio Group
California
$1.35M -$44.7K -465 -3%
CS
72
Credit Suisse
Switzerland
$1.27M -$66.4K -691 -5%
WG
73
Winton Group
United Kingdom
$1.2M -$587K -6,108 -33%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$1.11M -$2.31M -24,007 -68%
VRS
75
Virginia Retirement Systems
Virginia
$1.06M

KAI Hedge Fund Activity: Q2 2018 in Review

167 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2018, worth a combined $949M — down 1% from $959M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KAI and 12 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $14.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.7M.

  • 167 institutional investors held Kadant (KAI) as of Q2 2018, down from 176 in Q1 2018.
  • Funds reported $949M of Kadant stock for Q2 2018, down 1% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2018 was Wasatch Advisors, an estimated $14.5M added.
  • The largest Kadant seller in Q2 2018 was Dimensional Fund Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.