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147 hedge funds and large institutions have $515M invested in Kadant in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $489K

20% more capital invested

Capital invested by funds: $428M → $515M (+$87.5M)

11% more funds holding

Funds holding: 133147 (+14)

3.1% more ownership

Funds ownership: 89.04%92.14% (+3.1%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
55
Closed
10
Calls
$1.05M
Puts
$489K
Net Calls
+$566K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$21.1K +$19.8K +409 New
WT
127
Whittier Trust
California
$19K
Federated Hermes
128
Federated Hermes
Pennsylvania
$12K +$6.43K +133 +146%
ST
129
Spot Trading
Illinois
$10K -$34.9K -722 -79%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$8K +$48 +1 +0.7%
MFS
131
MSI Financial Services
Massachusetts
$7K
QI
132
QS Investors
New York
$7K
MA
133
MUFG Americas
New York
$7K +$3.96K +82 +149%
FNBT
134
FineMark National Bank & Trust
Florida
$6K
IA
135
IFP Advisors
Florida
$6K +$5.71K +118 New
MWM
136
MinichMacGregor Wealth Management
New York
$5K
Creative Planning
137
Creative Planning
Kansas
$5K +$4.45K +92 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$4K -$145 -3 -4%
GT
139
Glenmede Trust
Pennsylvania
$4K +$3.82K +79 New
Barclays
140
Barclays
United Kingdom
$3K +$2.47K +51 +425%
SEI Investments
141
SEI Investments
Pennsylvania
$3K +$2.76K +57 +1,140%
AG
142
Advisor Group
Arizona
$2K +$2.42K +50 New
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
OC
144
Oakworth Capital
Alabama
$1K
VCM
145
Versant Capital Management
Arizona
$1K
LWCFA
146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$967 +20 New
TSW
147
Thompson Siegel & Walmsley
Virginia
$1K +$1.35K +28 New
RCMC
148
RK Capital Management (Colorado)
Colorado
-$9.76M -216,019 Closed
SFM
149
Systematic Financial Management
New Jersey
-$1.46M -32,415 Closed
CFA
150
Camarda Financial Advisors
Florida
-$1.26M -28,002 Closed

KAI Hedge Fund Activity: Q2 2016 in Review

147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2016, worth a combined $515M — up 20% from $428M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KAI positions and 10 closed out — a net gain of 14 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Macquarie Group, adding an estimated $25.4M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $9.76M sold.

  • 147 institutional investors held Kadant (KAI) as of Q2 2016, up from 133 in Q1 2016.
  • Funds reported $515M of Kadant stock for Q2 2016, up 20% quarter-over-quarter.
  • 24 funds opened new Kadant positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q2 2016 was Macquarie Group, an estimated $25.4M added.
  • The largest Kadant seller in Q2 2016 was RK Capital Management (Colorado), an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2016.