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173 hedge funds and large institutions have $909M invested in Kadant in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $842M → $909M (+$67.5M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

5% more call options, than puts

Call options by funds: $369K | Put options by funds: $352K

1% more funds holding

Funds holding: 172173 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.01% less ownership

Funds ownership: 94%92.98% (-1%)

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
58
Reduced
54
Closed
18
Calls
$369K
Puts
$352K
Net Calls
+$17K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$423K +$413K +4,800 New
Principal Financial Group
102
Principal Financial Group
Iowa
$413K -$1.81K -21 -0.4%
MIM
103
MetLife Investment Management
New Jersey
$411K
AA
104
ALPS Advisors
Colorado
$407K +$398K +4,625 New
Victory Capital Management
105
Victory Capital Management
Texas
$395K -$179K -2,082 -32%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$388K -$49.8K -579 -12%
Bessemer Group
107
Bessemer Group
New Jersey
$387K +$379K +4,400 New
OAM
108
Oppenheimer Asset Management
New York
$373K +$44.8K +520 +14%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$353K
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$352K -$5.51K -64 -2%
SGAM
111
Smith Group Asset Management
Texas
$340K -$1.11M -12,930 -77%
MWNA
112
Marshall Wace North America
New York
$339K -$62.7K -729 -16%
AQR Capital Management
113
AQR Capital Management
Connecticut
$336K -$1.15M -13,361 -78%
Citigroup
114
Citigroup
New York
$336K +$3.36K +39 +1%
PK
115
Pflug Koory
Nebraska
$334K
XK
116
Xact Kapitalforvaltning
Sweden
$324K
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$316K
LPL Financial
118
LPL Financial
California
$310K -$20.8K -242 -6%
WCM
119
Weld Capital Management
New York
$291K -$112K -1,302 -28%
OAM
120
Origin Asset Management
United Kingdom
$289K
US Bancorp
121
US Bancorp
Minnesota
$274K +$148K +1,722 +124%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$259K -$25.8K -300 -9%
AG
123
Advisor Group
Arizona
$246K -$3.44K -40 -1%
OA
124
Oak Associates
Ohio
$241K -$3.01K -35 -1%
HC
125
Henshaw Capital
Massachusetts
$221K

KAI Hedge Fund Activity: Q1 2019 in Review

173 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2019, worth a combined $909M — up 8% from $842M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KAI positions and 18 closed out — a net gain of 1 holder — while 58 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $10.4M. The largest seller was Handelsbanken Fonder, cutting an estimated $14M.

  • 173 institutional investors held Kadant (KAI) as of Q1 2019, up from 172 in Q4 2018.
  • Funds reported $909M of Kadant stock for Q1 2019, up 8% quarter-over-quarter.
  • 19 funds opened new Kadant positions in Q1 2019 and 18 closed out, a net change of +1 holder.
  • The largest Kadant buyer in Q1 2019 was Neuberger Berman Group, an estimated $10.4M added.
  • The largest Kadant seller in Q1 2019 was Handelsbanken Fonder, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.