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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
FQ
101
First Quadrant
California
$92K
STC
102
SEI Trust Company
Pennsylvania
$92K
Bank of America
103
Bank of America
North Carolina
$90K +$19.5K +528 +29%
Barclays
104
Barclays
United Kingdom
$88K -$42.2K -1,141 -33%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$76K +$71.2K +1,924 +4,810%
SGAM
106
Smith Group Asset Management
Texas
$56K +$10.9K +294 +25%
BG
107
BlackRock Group
United Kingdom
$46K
DCM
108
Dean Capital Management
Kansas
$42K -$64.2K -1,735 -62%
WIL
109
Winifred I. Li
$38K
MOACM
110
Mutual of America Capital Management
New York
$38K +$37K +1,000 New
VFA
111
Virtus Fund Advisers
Connecticut
$37K +$35.3K +954 New
U
112
UBS
Switzerland
$36K -$4.48K -121 -11%
AF
113
Arrow Financial
New York
$31K
Allianz Asset Management
114
Allianz Asset Management
Germany
$27K
MAA
115
Managed Account Advisors
New Jersey
$20K +$4.29K +116 +29%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$16K
BlackRock
117
BlackRock
New York
$10K -$1.63K -44 -14%
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$8K
PSC
119
Prentiss Smith & Co
Vermont
$8K
NES
120
New England Securities
New York
$5K
FNBT
121
FineMark National Bank & Trust
Florida
$4K
OIA
122
Optimum Investment Advisors
Illinois
$4K
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$2.27K +$2.18K +59 New
JFGIW
124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
Bessemer Group
125
Bessemer Group
New Jersey
$1K +$703 +19 New

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.