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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$199K +996 +10%
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$2.5M +$2.25M +11,235 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$2.32M +$869K +4,338 +71%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$2.1M +$1.89M +9,460 New
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.91M +$324K +1,619 +23%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$1.9M -$1M -4,996 -37%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$1.78M +$30K +150 +2%
SI
83
Stephens Inc
Arkansas
$1.68M -$95.7K -478 -6%
Wells Fargo
84
Wells Fargo
California
$1.61M +$559K +2,791 +63%
Barclays
85
Barclays
United Kingdom
$1.54M -$152K -758 -10%
American Century Companies
86
American Century Companies
Missouri
$1.52M +$496K +2,475 +56%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$1.51M -$205K -1,023 -13%
Aviva
88
Aviva
United Kingdom
$1.5M -$26.4K -132 -2%
DS
89
Dudley & Shanley
Florida
$1.49M
CAM
90
ClariVest Asset Management
California
$1.47M -$100K -500 -7%
MIM
91
MetLife Investment Management
New Jersey
$1.38M
Citigroup
92
Citigroup
New York
$1.32M +$1.04M +5,201 +709%
AIG
93
American International Group
New York
$1.25M +$5.81K +29 +0.5%
Deutsche Bank
94
Deutsche Bank
Germany
$1.21M -$559K -2,790 -34%
ZF
95
Zhang Financial
Michigan
$1.17M
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$1.13M
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$1.09M -$362K -1,806 -27%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.07M +$968K +4,832 New
Lazard Asset Management
99
Lazard Asset Management
New York
$1.06M +$955K +4,768 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04M +$12.2K +61 +1%

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.