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126 hedge funds and large institutions have $378M invested in Kadant in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 122126 (+4)

4% more capital invested

Capital invested by funds: $364M → $378M (+$14M)

1.88% less ownership

Funds ownership: 89.95%88.07% (-1.9%)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
34
Reduced
54
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$412K +$115K +3,097 +41%
Arrowstreet Capital
77
Arrowstreet Capital
Massachusetts
$398K -$928K -25,057 -71%
HCM
78
Highlander Capital Management
New Jersey
$377K +$18.5K +500 +5%
GMIM
79
General Motors Investment Management
New York
$369K
ACM
80
Ativo Capital Management
Illinois
$366K -$74 -2 -0%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$360K
VOYA Investment Management
82
VOYA Investment Management
Georgia
$332K
LPL Financial
83
LPL Financial
California
$314K +$302K +8,162 New
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$309K -$42.2K -1,141 -12%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$297K
KBC Group
86
KBC Group
Belgium
$297K +$159K +4,290 +125%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285K -$63.3K -1,710 -19%
AQR Capital Management
88
AQR Capital Management
Connecticut
$283K +$7.41K +200 +3%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$281K
Stifel Financial
90
Stifel Financial
Missouri
$269K +$259K +7,008 New
First Trust Advisors
91
First Trust Advisors
Illinois
$253K -$105K -2,839 -30%
BA
92
BlackRock Advisors
Delaware
$253K -$44.2K -1,193 -15%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$237K -$126K -3,400 -36%
SCM
94
Sterling Capital Management
North Carolina
$234K -$504K -13,617 -69%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$208K +$200K +5,401 New
ProShare Advisors
96
ProShare Advisors
Maryland
$207K -$221K -5,957 -53%
Norges Bank
97
Norges Bank
Norway
$198K +$191K +5,156 New
PCM
98
Prelude Capital Management
New York
$185K +$100K +2,703 +129%
Citigroup
99
Citigroup
New York
$100K -$80K -2,160 -45%
FMT
100
First Mercantile Trust
Tennessee
$94K +$13.3K +360 +17%

KAI Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2014, worth a combined $378M — up 3.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAI positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 54 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $3.43M. The largest seller was Teachers Advisors, cutting an estimated $3.77M.

  • 126 institutional investors held Kadant (KAI) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $378M of Kadant stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q2 2014 and 9 closed out, a net change of +4 holders.
  • The largest Kadant buyer in Q2 2014 was ZPR Investment Management, an estimated $3.43M added.
  • The largest Kadant seller in Q2 2014 was Teachers Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2014.