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201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $496K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

22% more capital invested

Capital invested by funds: $1.91B → $2.33B (+$419M)

6% more funds holding

Funds holding: 190201 (+11)

0.14% more ownership

Funds ownership: 95.65%95.8% (+0.14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$893K +$130K +638 +17%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$813K -$177K -870 -18%
CYG
103
Clean Yield Group
Vermont
$798K -$63.9K -315 -8%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$744K +$707K +3,482 +4,096%
VIM
105
Vancity Investment Management
British Columbia, Canada
$734K +$715K +3,520 New
Victory Capital Management
106
Victory Capital Management
Texas
$734K -$84.9K -418 -11%
YC
107
Yarbrough Capital
Tennessee
$710K +$350K +1,724 +102%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$710K +$197K +970 +40%
ASRS
109
Arizona State Retirement System
Arizona
$705K +$18.1K +89 +3%
M&T Bank
110
M&T Bank
New York
$688K +$320K +1,577 +92%
LG
111
LaFleur & Godfrey
Michigan
$685K +$7.71K +38 +1%
PFM
112
Premier Fund Managers
United Kingdom
$661K
Jane Street
113
Jane Street
New York
$635K +$619K +3,047 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$622K
HW
115
Hancock Whitney
Mississippi
$606K -$88.1K -434 -13%
Wellington Management Group
116
Wellington Management Group
Massachusetts
$574K +$559K +2,755 New
Principal Financial Group
117
Principal Financial Group
Iowa
$570K -$71K -350 -11%
SCA
118
Snowden Capital Advisors
New York
$564K +$2.64K +13 +0.5%
Norges Bank
119
Norges Bank
Norway
$550K
HSBC Holdings
120
HSBC Holdings
United Kingdom
$528K +$518K +2,554 New
Stifel Financial
121
Stifel Financial
Missouri
$490K -$40.4K -199 -8%
NYLIM
122
New York Life Investment Management
New York
$482K -$124K -609 -21%
BCV
123
Banque Cantonale Vaudoise
Switzerland
$464K -$39.2K -193 -8%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$414K -$99.5K -490 -20%
US Bancorp
125
US Bancorp
Minnesota
$405K

KAI Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.

  • 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
  • Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
  • 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
  • The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.