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207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.06M +$9.96K +46 +1%
OA
102
Oak Associates
Ohio
$1.05M
Wells Fargo
103
Wells Fargo
California
$997K -$609K -2,811 -39%
Squarepoint
104
Squarepoint
New York
$952K +$914K +4,223 New
AQR Capital Management
105
AQR Capital Management
Connecticut
$928K +$5.85K +27 +0.7%
NA
106
NewEdge Advisors
Louisiana
$920K -$95.9K -443 -10%
DFCM
107
Dark Forest Capital Management
Puerto Rico
$909K +$873K +4,030 New
M&T Bank
108
M&T Bank
New York
$903K -$27.1K -125 -3%
CYG
109
Clean Yield Group
Vermont
$887K
Principal Financial Group
110
Principal Financial Group
Iowa
$837K +$158K +728 +24%
Franklin Resources
111
Franklin Resources
California
$829K +$150K +695 +23%
LG
112
LaFleur & Godfrey
Michigan
$809K -$32.5K -150 -4%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$808K -$433 -2 -0.1%
VIM
114
Vancity Investment Management
British Columbia, Canada
$794K
Victory Capital Management
115
Victory Capital Management
Texas
$757K +$155K +717 +27%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$752K +$2.17K +10 +0.3%
ASRS
117
Arizona State Retirement System
Arizona
$752K +$11.5K +53 +2%
IA
118
Inspire Advisors
Idaho
$695K +$667K +3,079 New
ECM
119
ExodusPoint Capital Management
New York
$683K +$655K +3,026 New
XT
120
XTX Topco
Cayman Islands
$664K +$637K +2,943 New
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$657K
HC
122
Henshaw Capital
Massachusetts
$638K +$227K +1,048 +59%
Aviva
123
Aviva
United Kingdom
$616K -$876K -4,044 -60%
PFM
124
Premier Fund Managers
United Kingdom
$596K -$130K -600 -19%
Norges Bank
125
Norges Bank
Norway
$595K

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.