Kadant
133 hedge funds and large institutions have $428M invested in Kadant in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 14 closing their positions.
10% more capital invested
Capital invested by funds: $387M → $428M (+$40.6M)
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
0.49% more ownership
Funds ownership: 88.55% → 89.04% (+0.49%)
2% less funds holding
Funds holding: 136 → 133 (-3)
12% less call options, than puts
Call options by funds: $239K | Put options by funds: $271K
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$9.55M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$1.97M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.92M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.85M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$4.76M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$3.65M |
| 3 |
SI
Sensato Investors
San Francisco,
California
|
-$2.34M |
| 4 |
Millennium Management
New York
|
-$2.31M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.57M |
KAI Hedge Fund Activity: Q1 2016 in Review
133 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2016, worth a combined $428M — up 10% from $387M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of KAI and 11 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 52 added.
The largest buyer was Royce & Associates, adding an estimated $9.55M. The largest seller was ZPR Investment Management, exiting entirely with an estimated $4.76M sold.
- 133 institutional investors held Kadant (KAI) as of Q1 2016, down from 136 in Q4 2015.
- Funds reported $428M of Kadant stock for Q1 2016, up 10% quarter-over-quarter.
- 11 funds opened new Kadant positions in Q1 2016 and 14 closed out, a net change of -3 holders.
- The largest Kadant buyer in Q1 2016 was Royce & Associates, an estimated $9.55M added.
- The largest Kadant seller in Q1 2016 was ZPR Investment Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2016.