We are live on ! Find out more

148 hedge funds and large institutions have $944M invested in Kadant in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.85% more ownership

Funds ownership: 94.67%95.52% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $960M → $944M (-$15.9M)

2% less funds holding

Funds holding: 151148 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
41
Closed
17
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$254K +$248K +2,894 New
AG
102
Advisor Group
Arizona
$245K
OA
103
Oak Associates
Ohio
$241K
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$229K -$32.8K -383 -13%
NA
105
NewEdge Advisors
Louisiana
$227K +$223K +2,603 New
HC
106
Henshaw Capital
Massachusetts
$221K
XK
107
Xact Kapitalforvaltning
Sweden
$218K -$103K -1,200 -33%
CPP
108
Crow Point Partners
Massachusetts
$214K
AQR Capital Management
109
AQR Capital Management
Connecticut
$208K -$125K -1,461 -38%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$206K
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$193K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$175K -$672K -7,843 -80%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$155K +$38.2K +445 +34%
US Bancorp
114
US Bancorp
Minnesota
$125K +$19.8K +231 +19%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$85K +$3.6K +42 +5%
AIP
116
Ameritas Investment Partners
Nebraska
$84K
FMT
117
First Mercantile Trust
Tennessee
$81K -$22.7K -265 -22%
TRCT
118
Tower Research Capital (TRC)
New York
$80K -$26.9K -314 -26%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$80K +$10.5K +123 +16%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$79K
AF
121
Arrow Financial
New York
$71K
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$52K
QT
123
Quantbot Technologies
New York
$40K +$39.4K +459 New
WT
124
Whittier Trust
California
$33K
ASN
125
Advisory Services Network
Georgia
$23K

KAI Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2019, worth a combined $944M — down 1.7% from $960M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KAI and 15 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $29.5M. The largest seller was Handelsbanken Fonder, cutting an estimated $12.1M.

  • 148 institutional investors held Kadant (KAI) as of Q3 2019, down from 151 in Q2 2019.
  • Funds reported $944M of Kadant stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q3 2019 and 17 closed out, a net change of -2 holders.
  • The largest Kadant buyer in Q3 2019 was Brown Brothers Harriman & Co, an estimated $29.5M added.
  • The largest Kadant seller in Q3 2019 was Handelsbanken Fonder, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.