Kadant
126 hedge funds and large institutions have $378M invested in Kadant in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 122 → 126 (+4)
4% more capital invested
Capital invested by funds: $364M → $378M (+$14M)
1.88% less ownership
Funds ownership: 89.95% → 88.07% (-1.9%)
37% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$3.43M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.55M |
| 3 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$1.92M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.89M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$3.77M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.19M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.08M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.43M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
126
TFS Capital
West Chester,
Pennsylvania
| – | -$2.08M | -57,029 | Closed |
|
|
GAM
127
Gotham Asset Management
New York
| – | -$517K | -14,172 | Closed |
|
|
GCP
128
GSA Capital Partners
London,
United Kingdom
| – | -$506K | -13,861 | Closed |
|
129
Nomura Holdings
Tokyo,
Japan
| – | -$386K | -10,506 | Closed |
|
130
Two Sigma Investments
New York
| – | -$307K | -8,420 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$63K | -1,737 | Closed |
|
|
TAM
132
Tocqueville Asset Management
New York
| – | -$2K | -42 | Closed |
|
133
Creative Planning
Overland Park,
Kansas
| – | -$1K | -30 | Closed |
|
KAI Hedge Fund Activity: Q2 2014 in Review
126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2014, worth a combined $378M — up 3.8% from $364M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KAI positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 54 trimmed.
The largest buyer was ZPR Investment Management, opening a new position worth an estimated $3.43M. The largest seller was Teachers Advisors, cutting an estimated $3.77M.
- 126 institutional investors held Kadant (KAI) as of Q2 2014, up from 122 in Q1 2014.
- Funds reported $378M of Kadant stock for Q2 2014, up 3.8% quarter-over-quarter.
- 13 funds opened new Kadant positions in Q2 2014 and 9 closed out, a net change of +4 holders.
- The largest Kadant buyer in Q2 2014 was ZPR Investment Management, an estimated $3.43M added.
- The largest Kadant seller in Q2 2014 was Teachers Advisors, an estimated $3.77M sold.
Based on aggregated 13F filings for Q2 2014.