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144 hedge funds and large institutions have $1.17B invested in Kadant in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $944M → $1.17B (+$230M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3.49% more ownership

Funds ownership: 95.52%99.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 148144 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
42
Closed
22
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
101
Henshaw Capital
Massachusetts
$265K
XK
102
Xact Kapitalforvaltning
Sweden
$261K
OR
103
Olympiad Research
Connecticut
$250K +$225K +2,369 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$247K
NA
105
NewEdge Advisors
Louisiana
$235K -$34.7K -365 -14%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$232K
AB
107
Amalgamated Bank
New York
$218K +$196K +2,065 New
Citadel Advisors
108
Citadel Advisors
Florida
$200K -$1.33M -14,045 -88%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$174K -$10.8K -114 -6%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$151K +$44.4K +468 +49%
SG Americas Securities
111
SG Americas Securities
New York
$137K -$568K -5,979 -82%
US Bancorp
112
US Bancorp
Minnesota
$125K -$22.6K -238 -17%
Canada Life
113
Canada Life
Manitoba, Canada
$116K +$105K +1,106 New
AIP
114
Ameritas Investment Partners
Nebraska
$100K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$96K +$570 +6 +0.7%
FMT
116
First Mercantile Trust
Tennessee
$91K -$5.51K -58 -6%
AF
117
Arrow Financial
New York
$85K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$79K
HIIFS
119
Harel Insurance Investments & Financial Services
Israel
$78K +$57.4K +605 +442%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$63K
WT
121
Whittier Trust
California
$40K
ASN
122
Advisory Services Network
Georgia
$33K +$5.98K +63 +25%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$25K +$4.94K +52 +28%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$21K +$19K +200 New
Lazard Asset Management
125
Lazard Asset Management
New York
$20K +$18.7K +197 New

KAI Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2019, worth a combined $1.17B — up 24% from $944M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KAI and 18 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $10.6M.

  • 144 institutional investors held Kadant (KAI) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.17B of Kadant stock for Q4 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2019 and 22 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q4 2019 was Wasatch Advisors, an estimated $21.6M added.
  • The largest Kadant seller in Q4 2019 was Nuveen, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.