Kadant
129 hedge funds and large institutions have $407M invested in Kadant in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $385M → $407M (+$21.9M)
2% more funds holding
Funds holding: 127 → 129 (+2)
2.63% less ownership
Funds ownership: 90.22% → 87.6% (-2.6%)
34% less call options, than puts
Call options by funds: $223K | Put options by funds: $337K
40% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 53
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$2.04M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.71M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$1.69M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.18M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$5.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.28M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.16M |
| 4 |
RA
Royce & Associates
New York
|
-$3.16M |
| 5 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1K | – | – | – |
|
127
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $317 | – | – | – |
|
|
RC
128
RegentAtlantic Capital
Morristown,
New Jersey
| $256 | +$243 | +6 | New |
|
|
BMCMI
129
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$679K | -17,378 | Closed |
|
130
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$596K | -15,273 | Closed |
|
|
ZIM
131
Zacks Investment Management
Chicago,
Illinois
| – | -$537K | -13,744 | Closed |
|
132
Axa
Paris,
France
| – | -$407K | -10,400 | Closed |
|
|
MPWT
133
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$111K | -2,841 | Closed |
|
134
BNP Paribas Financial Markets
Paris,
France
| – | -$28.4K | -728 | Closed |
|
135
Schroder Investment Management Group
London,
United Kingdom
| – | -$1.41K | -36 | Closed |
|
KAI Hedge Fund Activity: Q4 2014 in Review
129 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2014, worth a combined $407M — up 5.7% from $385M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KAI positions and 8 closed out — a net gain of 5 holders — while 32 added to existing stakes and 53 trimmed.
The largest buyer was AlphaOne Investment Services, opening a new position worth an estimated $2.04M. The largest seller was American Century Companies, cutting an estimated $5.12M.
- 129 institutional investors held Kadant (KAI) as of Q4 2014, up from 127 in Q3 2014.
- Funds reported $407M of Kadant stock for Q4 2014, up 5.7% quarter-over-quarter.
- 13 funds opened new Kadant positions in Q4 2014 and 8 closed out, a net change of +5 holders.
- The largest Kadant buyer in Q4 2014 was AlphaOne Investment Services, an estimated $2.04M added.
- The largest Kadant seller in Q4 2014 was American Century Companies, an estimated $5.12M sold.
Based on aggregated 13F filings for Q4 2014.