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133 hedge funds and large institutions have $1.09B invested in Kadant in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $833M → $1.09B (+$262M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

2% more funds holding

Funds holding: 130133 (+3)

1.41% less ownership

Funds ownership: 97.23%95.81% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
47
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$135K +$121K +1,355 New
Canada Life
102
Canada Life
Manitoba, Canada
$110K +$623 +7 +0.6%
AIP
103
Ameritas Investment Partners
Nebraska
$95K
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$89K -$278K -3,123 -78%
AF
105
Arrow Financial
New York
$81K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$79K
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$63.4K -$330K -3,709 -85%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$59K
QCG
109
Quadrant Capital Group
Ohio
$52K +$38.8K +436 +490%
WT
110
Whittier Trust
California
$37K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$35K +$31.7K +356 New
HIA
112
Harbor Investment Advisory
Maryland
$22K
CCM
113
Copeland Capital Management
Pennsylvania
$21K +$1.34K +15 +8%
Osaic Holdings
114
Osaic Holdings
Arizona
$19K -$244K -2,742 -94%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$7.39K +83 +85%
SF
116
Synovus Financial
Georgia
$15K
FHA
117
First Horizon Advisors
Tennessee
$13K +$11.8K +133 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$12K +$2.76K +31 +33%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$11K -$7.48K -84 -44%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$11K +$10.3K +116 New
CCM
121
Covington Capital Management
California
$10K -$2.14K -24 -19%
OIA
122
Optimum Investment Advisors
Illinois
$10K
PA
123
Procyon Advisors
Connecticut
$7K +$6.14K +69 New
PCG
124
Private Capital Group
Connecticut
$7K +$6.32K +71 New
KPW
125
Kore Private Wealth
New York
$5K +$4.99K +56 New

KAI Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2020, worth a combined $1.09B — up 32% from $833M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 20 closed out — a net gain of 3 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $19.1M. The largest seller was Handelsbanken Fonder, cutting an estimated $29.3M.

  • 133 institutional investors held Kadant (KAI) as of Q2 2020, up from 130 in Q1 2020.
  • Funds reported $1.09B of Kadant stock for Q2 2020, up 32% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2020 and 20 closed out, a net change of +3 holders.
  • The largest Kadant buyer in Q2 2020 was Riverbridge Partners, an estimated $19.1M added.
  • The largest Kadant seller in Q2 2020 was Handelsbanken Fonder, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2020.