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137 hedge funds and large institutions have $377M invested in Kadant in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $413K | Put options by funds: $261K

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.13% less ownership

Funds ownership: 89.78%88.65% (-1.1%)

6% less funds holding

Funds holding: 145137 (-8)

19% less capital invested

Capital invested by funds: $463M → $377M (-$86.3M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
52
Reduced
47
Closed
20
Calls
$413K
Puts
$261K
Net Calls
+$152K
Net Calls Change
-$997K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$7K +$7.48K +170 New
FNBT
127
FineMark National Bank & Trust
Florida
$5K
MFS
128
MSI Financial Services
Massachusetts
$5K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$4K -$361K -8,195 -99%
BCM
130
Brookstone Capital Management
Illinois
$4K
Barclays
131
Barclays
United Kingdom
$2K -$6.69K -152 -72%
MA
132
MUFG Americas
New York
$2K
Federated Hermes
133
Federated Hermes
Pennsylvania
$2K +$2.16K +49 New
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$286 -$3.65K -83 -1%
William Blair & Company
136
William Blair & Company
Illinois
-$15M -318,208 Closed
LI
137
LMCG Investments
Massachusetts
-$10.2M -215,691 Closed
SCP
138
Seizert Capital Partners
Michigan
-$3.16M -67,003 Closed
Norges Bank
139
Norges Bank
Norway
-$759K -16,086 Closed
BIM
140
Bogle Investment Management
Massachusetts
-$682K -14,450 Closed
SCA
141
Secor Capital Advisors
New York
-$513K -10,860 Closed
ARTA
142
A.R.T. Advisors
New York
-$454K -9,636 Closed
Stifel Financial
143
Stifel Financial
Missouri
-$333K -7,037 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$331K -7,013 Closed
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
-$319K -6,749 Closed
LPL Financial
146
LPL Financial
California
-$305K -6,561 Closed
GC
147
Globeflex Capital
California
-$240K -5,090 Closed
EGA
148
Eagle Global Advisors
Texas
-$214K -4,527 Closed
CCMG
149
Clark Capital Management Group
Pennsylvania
-$212K -4,495 Closed
Asset Management One
150
Asset Management One
Japan
-$147K -3,120 Closed

KAI Hedge Fund Activity: Q3 2015 in Review

137 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2015, worth a combined $377M — down 19% from $463M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KAI and 13 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $8.19M. The largest seller was William Blair & Company, exiting entirely with an estimated $15M sold.

  • 137 institutional investors held Kadant (KAI) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $377M of Kadant stock for Q3 2015, down 19% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q3 2015 and 20 closed out, a net change of -7 holders.
  • The largest Kadant buyer in Q3 2015 was RK Capital Management (Colorado), an estimated $8.19M added.
  • The largest Kadant seller in Q3 2015 was William Blair & Company, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2015.