We are live on ! Find out more

192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
101
Oak Associates
Ohio
$1.04M
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.03M +$40.9K +204 +5%
NA
103
NewEdge Advisors
Louisiana
$1M +$19K +95 +2%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$930K +$323K +1,612 +63%
Citadel Advisors
105
Citadel Advisors
Florida
$926K -$1.93M -9,657 -70%
M&T Bank
106
M&T Bank
New York
$918K +$167K +832 +25%
AQR Capital Management
107
AQR Capital Management
Connecticut
$908K -$52.7K -263 -6%
CYG
108
Clean Yield Group
Vermont
$850K
LG
109
LaFleur & Godfrey
Michigan
$830K +$91.1K +455 +14%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$830K -$31.4K -157 -4%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$796K +$3.4K +17 +0.5%
VIM
112
Vancity Investment Management
British Columbia, Canada
$782K
YC
113
Yarbrough Capital
Tennessee
$756K
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$738K +$268K +1,340 +68%
ASRS
115
Arizona State Retirement System
Arizona
$728K -$20K -100 -3%
PFM
116
Premier Fund Managers
United Kingdom
$712K
Principal Financial Group
117
Principal Financial Group
Iowa
$663K +$50.5K +252 +9%
Franklin Resources
118
Franklin Resources
California
$662K +$597K +2,981 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$647K -$14K -70 -2%
SCA
120
Snowden Capital Advisors
New York
$604K +$3.4K +17 +0.6%
Victory Capital Management
121
Victory Capital Management
Texas
$586K -$176K -880 -25%
Norges Bank
122
Norges Bank
Norway
$585K
QT
123
Quantbot Technologies
New York
$560K +$505K +2,522 New
CSS
124
Cubist Systematic Strategies
Connecticut
$541K +$488K +2,436 New
TRCT
125
Tower Research Capital (TRC)
New York
$500K +$387K +1,934 +608%

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.