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144 hedge funds and large institutions have $1.17B invested in Kadant in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $944M → $1.17B (+$230M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3.49% more ownership

Funds ownership: 95.52%99.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 148144 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
42
Closed
22
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$1.65M +$1.08M +11,337 +263%
Allianz Asset Management
52
Allianz Asset Management
Germany
$1.64M +$19.9K +210 +1%
NIPH
53
NN Investment Partners Holdings
Netherlands
$1.6M +$1.44M +15,200 New
EAM
54
EULAV Asset Management
Florida
$1.44M
SEI Investments
55
SEI Investments
Pennsylvania
$1.26M +$1.14M +12,006 New
KCM
56
Kennedy Capital Management
Missouri
$1.17M -$668K -7,032 -39%
Barclays
57
Barclays
United Kingdom
$1.16M +$528K +5,562 +102%
ROC
58
Running Oak Capital
Minnesota
$1.13M +$1.02M +10,747 New
Goldman Sachs
59
Goldman Sachs
New York
$1.13M +$403K +4,241 +65%
RJA
60
Raymond James & Associates
Florida
$1.12M +$146K +1,540 +17%
MGWM
61
Marks Group Wealth Management
Minnesota
$1.08M +$970K +10,217 New
CS
62
Credit Suisse
Switzerland
$1.07M -$193K -2,029 -17%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$1.04M +$936K +9,859 New
AG
64
Aperio Group
California
$1.01M -$69.1K -728 -7%
CYG
65
Clean Yield Group
Vermont
$1M -$23.7K -250 -3%
BGDI
66
BW Gestao de Investimentos
Brazil
$1M
SRAM
67
Stone Ridge Asset Management
New York
$901K
AHC
68
Anderson Hoagland & Co
Missouri
$869K
SLG
69
Stanley-Laman Group
Pennsylvania
$868K +$121K +1,275 +18%
MERSOM
70
Municipal Employees' Retirement System of Michigan
Michigan
$828K
ARTA
71
A.R.T. Advisors
New York
$789K +$711K +7,492 New
William Blair & Company
72
William Blair & Company
Illinois
$759K +$124K +1,301 +22%
SBH
73
Segall Bryant & Hamill
Illinois
$750K +$676K +7,120 New
Citigroup
74
Citigroup
New York
$736K +$279K +2,939 +73%
AIG
75
American International Group
New York
$725K -$5.41K -57 -0.8%

KAI Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2019, worth a combined $1.17B — up 24% from $944M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KAI and 18 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $10.6M.

  • 144 institutional investors held Kadant (KAI) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.17B of Kadant stock for Q4 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2019 and 22 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q4 2019 was Wasatch Advisors, an estimated $21.6M added.
  • The largest Kadant seller in Q4 2019 was Nuveen, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.