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Kadant
KAI

168 hedge funds and large institutions have $2.13B invested in Kadant in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $756K

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $1.83B → $2.13B (+$299M)

4% more funds holding

Funds holding: 162 → 168 (+6)

0.6% more ownership

Funds ownership: 93.76% → 94.36% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 59

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
55
Reduced
59
Closed
8
Calls
$2.29M
Puts
$756K
Net Calls
+$1.53M
Net Calls Change
+$1.85M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$29.4M
2
ZCM
Ziegler Capital Management
Illinois
+$8.52M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.27M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$3.74M
5
EGI
EAM Global Investors
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$11.9M
2
WA
Wasatch Advisors
Utah
-$5.44M
3
RA
Royce & Associates
New York
-$4.7M
4
BlackRock
BlackRock
New York
-$4.11M
5
PFC
Phocas Financial Corp
California
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$2.9M +$248K +1,260 +10%
Select Equity Group
52
Select Equity Group
New York
$2.82M +$263K +1,335 +11%
EAM
53
EULAV Asset Management
Florida
$2.75M – – –
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$2.73M -$228K -1,159 -8%
First Trust Advisors
55
First Trust Advisors
Illinois
$2.65M -$1.88M -9,527 -42%
OAM
56
Oppenheimer Asset Management
New York
$2.57M +$130K +660 +6%
UBS AM
57
UBS AM
Illinois
$2.48M – – –
Natixis Advisors
58
Natixis Advisors
Massachusetts
$2.4M -$15.2K -77 -0.6%
Goldman Sachs
59
Goldman Sachs
New York
$2.36M +$683K +3,463 +43%
EGI
60
EAM Global Investors
California
$2.32M +$2.24M +11,383 New
SLG
61
Stanley-Laman Group
Pennsylvania
$2.29M +$135K +684 +6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.28M -$801K -4,062 -27%
CAM
63
ClariVest Asset Management
California
$1.94M +$1.88M +9,523 New
ACA
64
Aptus Capital Advisors
Alabama
$1.82M -$374K -1,896 -18%
ECM
65
EMC Capital Management
Texas
$1.79M – – –
Millennium Management
66
Millennium Management
New York
$1.74M +$639K +3,243 +62%
AR
67
Advisory Research
Illinois
$1.7M +$930K +4,717 +131%
EI
68
EAM Investors
California
$1.65M +$1.59M +8,064 New
Baird Financial Group
69
Baird Financial Group
Wisconsin
$1.65M +$312K +1,585 +24%
Deutsche Bank
70
Deutsche Bank
Germany
$1.57M -$58K -294 -4%
Barclays
71
Barclays
United Kingdom
$1.56M +$1.07M +5,429 +247%
ECM
72
ExodusPoint Capital Management
New York
$1.53M -$466K -2,364 -24%
PFM
73
Premier Fund Managers
United Kingdom
$1.35M +$296K +1,500 +31%
AIG
74
American International Group
New York
$1.29M -$29.8K -151 -2%
William Blair & Company
75
William Blair & Company
Illinois
$1.27M +$1.23M +6,218 New
1 2
3
4 5

KAI Hedge Fund Activity: Q3 2021 in Review

168 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2021, worth a combined $2.13B — up 16% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KAI positions and 8 closed out — a net gain of 9 holders — while 55 added to existing stakes and 59 trimmed.

The largest buyer was Capital International Investors, adding an estimated $29.4M. The largest seller was Macquarie Group, cutting an estimated $11.9M.

  • 168 institutional investors held Kadant (KAI) as of Q3 2021, up from 162 in Q2 2021.
  • Funds reported $2.13B of Kadant stock for Q3 2021, up 16% quarter-over-quarter.
  • 17 funds opened new Kadant positions in Q3 2021 and 8 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q3 2021 was Capital International Investors, an estimated $29.4M added.
  • The largest Kadant seller in Q3 2021 was Macquarie Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2021.