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133 hedge funds and large institutions have $1.09B invested in Kadant in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $833M → $1.09B (+$262M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

2% more funds holding

Funds holding: 130133 (+3)

1.41% less ownership

Funds ownership: 97.23%95.81% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
47
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HW
76
Hancock Whitney
Mississippi
$442K -$165K -1,854 -29%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$398K +$165K +1,853 +87%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$387K -$155K -1,736 -31%
Principal Financial Group
79
Principal Financial Group
Iowa
$362K -$91.5K -1,028 -22%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$353K
Victory Capital Management
81
Victory Capital Management
Texas
$349K -$303K -3,407 -49%
HC
82
Henshaw Capital
Massachusetts
$330K
Stifel Financial
83
Stifel Financial
Missouri
$310K -$4.9K -55 -2%
Jane Street
84
Jane Street
New York
$303K +$271K +3,044 New
PK
85
Pflug Koory
Nebraska
$300K -$43.2K -485 -14%
AQR Capital Management
86
AQR Capital Management
Connecticut
$296K -$15K -169 -5%
Squarepoint
87
Squarepoint
New York
$292K -$180K -2,022 -41%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$287K +$257K +2,884 New
US Bancorp
89
US Bancorp
Minnesota
$279K +$175K +1,963 +236%
OA
90
Oak Associates
Ohio
$265K +$237K +2,660 New
ASRS
91
Arizona State Retirement System
Arizona
$257K +$230K +2,578 New
GAM
92
Gotham Asset Management
New York
$253K +$226K +2,536 New
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$248K +$221K +2,484 New
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$234K +$209K +2,345 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$228K +$196K +2,200 New
Prudential Financial
96
Prudential Financial
New Jersey
$222K +$199K +2,230 New
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$219K
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$201K +$180K +2,018 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$187K +$95.8K +1,076 +136%
SG Americas Securities
100
SG Americas Securities
New York
$169K -$764K -8,581 -84%

KAI Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2020, worth a combined $1.09B — up 32% from $833M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 20 closed out — a net gain of 3 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $19.1M. The largest seller was Handelsbanken Fonder, cutting an estimated $29.3M.

  • 133 institutional investors held Kadant (KAI) as of Q2 2020, up from 130 in Q1 2020.
  • Funds reported $1.09B of Kadant stock for Q2 2020, up 32% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2020 and 20 closed out, a net change of +3 holders.
  • The largest Kadant buyer in Q2 2020 was Riverbridge Partners, an estimated $19.1M added.
  • The largest Kadant seller in Q2 2020 was Handelsbanken Fonder, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2020.