We are live on ! Find out more

151 hedge funds and large institutions have $960M invested in Kadant in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $909M → $960M (+$50.5M)

1.69% more ownership

Funds ownership: 92.98%94.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 173151 (-22)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

57% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 35

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
54
Closed
35
Calls
$372K
Puts
Net Calls
+$372K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Weld Capital Management
New York
$281K -$19K -211 -6%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$272K +$4.04K +45 +2%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$262K +$260K +2,888 New
AG
104
Advisor Group
Arizona
$254K
OA
105
Oak Associates
Ohio
$249K
Legal & General Group
106
Legal & General Group
United Kingdom
$240K +$55.5K +617 +30%
William Blair & Company
107
William Blair & Company
Illinois
$229K +$226K +2,519 New
HC
108
Henshaw Capital
Massachusetts
$228K
CPP
109
Crow Point Partners
Massachusetts
$222K
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$213K -$319K -3,551 -60%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$200K
SG Americas Securities
112
SG Americas Securities
New York
$173K +$171K +1,906 New
Morgan Stanley
113
Morgan Stanley
New York
$152K -$3.17M -35,308 -95%
Victory Capital Management
114
Victory Capital Management
Texas
$149K -$256K -2,850 -63%
Canada Life
115
Canada Life
Manitoba, Canada
$146K +$1.53K +17 +1%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$120K -$86.2K -959 -42%
TRCT
117
Tower Research Capital (TRC)
New York
$112K +$98.8K +1,099 +839%
FMT
118
First Mercantile Trust
Tennessee
$108K -$2.7K -30 -2%
US Bancorp
119
US Bancorp
Minnesota
$107K -$173K -1,925 -62%
AIP
120
Ameritas Investment Partners
Nebraska
$86K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$84K +$82.8K +921 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$79K
AF
123
Arrow Financial
New York
$73K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$71K -$56.9K -633 -45%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$54K -$3.77K -42 -7%

KAI Hedge Fund Activity: Q2 2019 in Review

151 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2019, worth a combined $960M — up 5.6% from $909M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of KAI and 15 opened new positions — a net loss of 20 holders — while 54 trimmed existing stakes and 41 added.

The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $32.2M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 151 institutional investors held Kadant (KAI) as of Q2 2019, down from 173 in Q1 2019.
  • Funds reported $960M of Kadant stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2019 and 35 closed out, a net change of -20 holders.
  • The largest Kadant buyer in Q2 2019 was Brown Brothers Harriman & Co, an estimated $32.2M added.
  • The largest Kadant seller in Q2 2019 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2019.