We are live on ! Find out more

136 hedge funds and large institutions have $387M invested in Kadant in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $377M → $387M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 88.65%88.55% (-0.11%)

1% less funds holding

Funds holding: 137136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
126
FineMark National Bank & Trust
Florida
$5K
IA
127
IFP Advisors
Florida
$5K +$4.86K +118 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$4K +$1.94K +47 +96%
MWM
129
MinichMacGregor Wealth Management
New York
$4K +$4.12K +100 New
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$2K +$1.65K +40 New
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
VCM
132
Versant Capital Management
Arizona
$1K +$1.24K +30 New
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$306 +$9.19K +223 +3%
WCM Investment Management
134
WCM Investment Management
California
-$7.03M -180,156 Closed
LMGAM
135
Liberty Mutual Group Asset Management
Massachusetts
-$1.76M -45,188 Closed
OCM
136
Olstein Capital Management
New York
-$1.56M -40,000 Closed
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
-$1.45M -37,060 Closed
DL
138
Delta Lloyd
Netherlands
-$1.17M -30,000 Closed
GT
139
Glenmede Trust
Pennsylvania
-$1.01M -24,520 -100%
Citadel Advisors
140
Citadel Advisors
Florida
-$880K -22,547 Closed
TC
141
TFS Capital
Pennsylvania
-$798K -20,463 Closed
TI
142
Trexquant Investment
Connecticut
-$748K -19,200 Closed
BMCMI
143
Bryn Mawr Capital Management Inc
Pennsylvania
-$568K -14,572 Closed
PP
144
PDT Partners
New York
-$504K -12,917 Closed
SCM
145
Sterling Capital Management
North Carolina
-$453K -11,622 Closed
HCM
146
Highbridge Capital Management
New York
-$248K -6,353 Closed
BFM
147
Boothbay Fund Management
New York
-$203K -5,216 Closed
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
-$111K -2,841 Closed
FQ
149
First Quadrant
California
-$94K -2,400 Closed
Creative Planning
150
Creative Planning
Kansas
-$12K -300 Closed

KAI Hedge Fund Activity: Q4 2015 in Review

136 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2015, worth a combined $387M — up 2.8% from $377M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KAI and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was WCM Investment Management, exiting entirely with an estimated $7.03M sold.

  • 136 institutional investors held Kadant (KAI) as of Q4 2015, down from 137 in Q3 2015.
  • Funds reported $387M of Kadant stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2015 and 19 closed out, a net change of -1 holder.
  • The largest Kadant buyer in Q4 2015 was Wells Fargo, an estimated $2.79M added.
  • The largest Kadant seller in Q4 2015 was WCM Investment Management, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2015.