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148 hedge funds and large institutions have $944M invested in Kadant in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.85% more ownership

Funds ownership: 94.67%95.52% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $960M → $944M (-$15.9M)

2% less funds holding

Funds holding: 151148 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
41
Closed
17
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$552K +$35.7K +416 +7%
William Blair & Company
77
William Blair & Company
Illinois
$518K +$290K +3,386 +134%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$511K +$499K +5,821 New
GCP
79
GSA Capital Partners
United Kingdom
$510K -$21.8K -254 -4%
Marshall Wace
80
Marshall Wace
United Kingdom
$499K +$487K +5,680 New
Barclays
81
Barclays
United Kingdom
$478K -$486K -5,664 -51%
OAM
82
Oppenheimer Asset Management
New York
$450K +$50.2K +586 +13%
AW
83
Alpha Windward
Massachusetts
$442K -$20.6K -240 -5%
ACA
84
Aptus Capital Advisors
Alabama
$429K -$108K -1,258 -20%
TI
85
Trexquant Investment
Connecticut
$429K +$419K +4,883 New
PP
86
Paloma Partners
Connecticut
$421K +$412K +4,801 New
MIM
87
MetLife Investment Management
New Jersey
$410K
VOYA Investment Management
88
VOYA Investment Management
Georgia
$387K
Two Sigma Advisers
89
Two Sigma Advisers
New York
$383K +$34.3K +400 +10%
Morgan Stanley
90
Morgan Stanley
New York
$378K +$225K +2,622 +156%
Citigroup
91
Citigroup
New York
$356K -$89.9K -1,049 -21%
Public Employees Retirement Association of Colorado
92
Public Employees Retirement Association of Colorado
Colorado
$353K
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$333K -$16.5K -193 -5%
PK
94
Pflug Koory
Nebraska
$333K
Legal & General Group
95
Legal & General Group
United Kingdom
$320K +$86.8K +1,012 +38%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$316K
LPL Financial
97
LPL Financial
California
$300K +$5.14K +60 +2%
Deutsche Bank
98
Deutsche Bank
Germany
$292K -$509K -5,937 -64%
Victory Capital Management
99
Victory Capital Management
Texas
$272K +$125K +1,463 +89%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$258K +$4.29K +50 +2%

KAI Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2019, worth a combined $944M — down 1.7% from $960M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KAI and 15 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $29.5M. The largest seller was Handelsbanken Fonder, cutting an estimated $12.1M.

  • 148 institutional investors held Kadant (KAI) as of Q3 2019, down from 151 in Q2 2019.
  • Funds reported $944M of Kadant stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q3 2019 and 17 closed out, a net change of -2 holders.
  • The largest Kadant buyer in Q3 2019 was Brown Brothers Harriman & Co, an estimated $29.5M added.
  • The largest Kadant seller in Q3 2019 was Handelsbanken Fonder, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.