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117 hedge funds and large institutions have $341M invested in Kadant in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $373K | Put options by funds: $67K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $297M → $341M (+$44.2M)

2% more funds holding

Funds holding: 115117 (+2)

0.18% less ownership

Funds ownership: 91.32%91.15% (-0.18%)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
50
Closed
7
Calls
$373K
Puts
$67K
Net Calls
+$306K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
WIL
101
Winifred I. Li
$34K
AF
102
Arrow Financial
New York
$27K
Citadel Advisors
103
Citadel Advisors
Florida
$26K -$209K -6,354 -89%
TRCT
104
Tower Research Capital (TRC)
New York
$14K -$13K -395 -49%
BlackRock
105
BlackRock
New York
$10K
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$8K
PSC
107
Prentiss Smith & Co
Vermont
$7K
WA
108
Waverly Advisors
Alabama
$7K +$6.63K +202 New
NES
109
New England Securities
New York
$5K +$4.6K +140 New
FNBT
110
FineMark National Bank & Trust
Florida
$4K
Bessemer Group
111
Bessemer Group
New Jersey
$3K
OIA
112
Optimum Investment Advisors
Illinois
$3K +$3.28K +100 New
TWA
113
TCI Wealth Advisors
Arizona
$2K
MAA
114
Managed Account Advisors
New Jersey
$2K +$1.48K +45 New
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$295
RCM
117
Rutabaga Capital Management
Massachusetts
-$1.4M -46,339 Closed
Allianz Asset Management
118
Allianz Asset Management
Germany
-$1.29M -42,750 Closed
Schroder Investment Management Group
119
Schroder Investment Management Group
United Kingdom
-$1.03M -34,100 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$285K -9,432 Closed
Nomura Holdings
121
Nomura Holdings
Japan
-$271K -8,934 Closed
WBC
122
Westpac Banking Corp
Australia
-$11.4K -458 Closed
CIM
123
Contravisory Investment Management
Massachusetts
-$1K -17 Closed

KAI Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2013, worth a combined $341M — up 15% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KAI positions and 7 closed out — a net gain of 2 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $3.4M. The largest seller was Loomis, Sayles & Company, cutting an estimated $4.64M.

  • 117 institutional investors held Kadant (KAI) as of Q3 2013, up from 115 in Q2 2013.
  • Funds reported $341M of Kadant stock for Q3 2013, up 15% quarter-over-quarter.
  • 9 funds opened new Kadant positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q3 2013 was American Century Companies, an estimated $3.4M added.
  • The largest Kadant seller in Q3 2013 was Loomis, Sayles & Company, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2013.