Kadant
126 hedge funds and large institutions have $405M invested in Kadant in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
19% more capital invested
Capital invested by funds: $341M → $405M (+$63.6M)
12% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 41
8% more funds holding
Funds holding: 117 → 126 (+9)
1.32% less ownership
Funds ownership: 91.15% → 89.83% (-1.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $215K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$2.37M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$1.98M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.59M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.41M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.29M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.18M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$1.72M |
| 4 |
Goldman Sachs
New York
|
-$1.63M |
| 5 |
DL
Delta Lloyd
Amsterdam,
Netherlands
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCMH
126
Cornerstone Capital Management Holdings
New York
| – | -$107K | -3,200 | Closed |
|
127
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -77 | Closed |
|
|
TWA
128
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2K | -69 | Closed |
|
129
Creative Planning
Overland Park,
Kansas
| – | +$188 | +5 | New |
|
|
TF
130
Tompkins Financial
Ithaca,
New York
| – | +$263 | +7 | New |
|
|
OC
131
Oakworth Capital
Birmingham,
Alabama
| – | +$414 | +11 | New |
|
KAI Hedge Fund Activity: Q4 2013 in Review
126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2013, worth a combined $405M — up 19% from $341M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KAI positions and 6 closed out — a net gain of 9 holders — while 46 added to existing stakes and 41 trimmed.
The largest buyer was Brown Advisory, adding an estimated $2.37M. The largest seller was Wells Fargo, cutting an estimated $8.29M.
- 126 institutional investors held Kadant (KAI) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $405M of Kadant stock for Q4 2013, up 19% quarter-over-quarter.
- 15 funds opened new Kadant positions in Q4 2013 and 6 closed out, a net change of +9 holders.
- The largest Kadant buyer in Q4 2013 was Brown Advisory, an estimated $2.37M added.
- The largest Kadant seller in Q4 2013 was Wells Fargo, an estimated $8.29M sold.
Based on aggregated 13F filings for Q4 2013.