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Kadant
KAI

161 hedge funds and large institutions have $968M invested in Kadant in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

70% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.58M

30% more capital invested

Capital invested by funds: $745M → $968M (+$223M)

9% more funds holding

Funds holding: 148 → 161 (+13)

0.87% more ownership

Funds ownership: 89.99% → 90.86% (+0.87%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
49
Reduced
55
Closed
16
Calls
$2.68M
Puts
$1.58M
Net Calls
+$1.1M
Net Calls Change
-$348K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$19M
2
CAM
Cortina Asset Management
Wisconsin
+$8.01M
3
Goldman Sachs
Goldman Sachs
New York
+$6.41M
4
PC
Pier Capital
Connecticut
+$5.25M
5
Macquarie Group
Macquarie Group
Australia
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.8M
2
RA
Royce & Associates
New York
-$13.6M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.32M
4
Deutsche Bank
Deutsche Bank
Germany
-$4.06M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$573K -$43.1K -508 -8%
SGI
102
Summit Global Investments
Utah
$572K -$42.4K -500 -8%
Wolverine Trading
103
Wolverine Trading
Illinois
$561K +$115K +1,360 +31%
AA
104
ALPS Advisors
Colorado
$515K +$443K +5,224 New
PCM
105
Piermont Capital Management
Missouri
$504K +$433K +5,110 New
IR
106
Invictus RG
Bermuda
$476K +$410K +4,830 New
VRS
107
Virginia Retirement Systems
Virginia
$473K +$407K +4,800 New
Citadel Advisors
108
Citadel Advisors
Florida
$444K -$326K -3,838 -46%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$430K +$155K +1,827 +72%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$420K -$104K -1,226 -22%
PK
111
Pflug Koory
Nebraska
$416K – – –
NCCM
112
Nine Chapters Capital Management
New Jersey
$414K +$356K +4,200 New
CAM
113
ClariVest Asset Management
California
$378K +$326K +3,839 New
Wellington Management Group
114
Wellington Management Group
Massachusetts
$374K +$321K +3,788 New
Grantham, Mayo, Van Otterloo & Co (GMO)
115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$365K – – –
OAM
116
Origin Asset Management
United Kingdom
$364K +$313K +3,690 New
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$329K +$283K +3,340 New
CMBA
118
C.M. Bidwell & Associates
Hawaii
$321K +$78.5K +925 +40%
HCM
119
Highbridge Capital Management
New York
$302K +$260K +3,064 New
SI
120
Sensato Investors
California
$297K -$1.87M -22,096 -88%
Legal & General Group
121
Legal & General Group
United Kingdom
$271K +$25.2K +297 +12%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$247K -$223K -2,628 -51%
Squarepoint
123
Squarepoint
New York
$246K -$50K -589 -19%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$217K – – –
Canada Life
125
Canada Life
Manitoba, Canada
$195K – – –
3 4
5
6 7

KAI Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2017, worth a combined $968M — up 30% from $745M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 16 closed out — a net gain of 14 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $19M. The largest seller was Wells Fargo, cutting an estimated $25.8M.

  • 161 institutional investors held Kadant (KAI) as of Q3 2017, up from 148 in Q2 2017.
  • Funds reported $968M of Kadant stock for Q3 2017, up 30% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q3 2017 and 16 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q3 2017 was BlackRock, an estimated $19M added.
  • The largest Kadant seller in Q3 2017 was Wells Fargo, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2017.