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141 hedge funds and large institutions have $511M invested in Kadant in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $515M → $511M (-$4.46M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.6% less ownership

Funds ownership: 92.14%90.54% (-1.6%)

4% less funds holding

Funds holding: 147141 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

74% less call options, than puts

Call options by funds: $251K | Put options by funds: $979K

Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
49
Reduced
53
Closed
16
Calls
$251K
Puts
$979K
Net Calls
-$728K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$8K +$4.54K +85 +137%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$7K -$427 -8 -5%
MA
128
MUFG Americas
New York
$7K
QI
129
QS Investors
New York
$7K
MFS
130
MSI Financial Services
Massachusetts
$7K +$53 +1 +0.7%
IA
131
IFP Advisors
Florida
$6K
Creative Planning
132
Creative Planning
Kansas
$5K
MWM
133
MinichMacGregor Wealth Management
New York
$5K
GT
134
Glenmede Trust
Pennsylvania
$4K
TCIM
135
TIAA CREF Investment Management
New York
$3.07K -$110K -2,065 -3%
TRCT
136
Tower Research Capital (TRC)
New York
$2K -$51.4K -963 -95%
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
OC
138
Oakworth Capital
Alabama
$1K
VCM
139
Versant Capital Management
Arizona
$1K
LCM
140
Liberty Capital Management
Michigan
$1K +$960 +18 New
VOYA Investment Management
141
VOYA Investment Management
Georgia
$357
TC
142
TFS Capital
Pennsylvania
-$829K -16,090 Closed
Millennium Management
143
Millennium Management
New York
-$786K -15,265 Closed
HCM
144
Highlander Capital Management
New Jersey
-$298K -5,792 Closed
MFIMFI
145
Mesirow Financial Investment Management - Fixed Income
Illinois
-$293K -5,682 Closed
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
-$290K -5,629 Closed
GC
147
Guggenheim Capital
Illinois
-$289K -5,608 Closed
PAM
148
Princeton Alpha Management
New Jersey
-$261K -5,064 Closed
MC
149
Menta Capital
California
-$236K -4,576 Closed
Walleye Trading
150
Walleye Trading
New York
-$185K -3,600 Closed

KAI Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2016, worth a combined $511M — down 0.87% from $515M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KAI and 10 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $14.9M. The largest seller was Macquarie Group, cutting an estimated $22.1M.

  • 141 institutional investors held Kadant (KAI) as of Q3 2016, down from 147 in Q2 2016.
  • Funds reported $511M of Kadant stock for Q3 2016, down 0.87% quarter-over-quarter.
  • 10 funds opened new Kadant positions in Q3 2016 and 16 closed out, a net change of -6 holders.
  • The largest Kadant buyer in Q3 2016 was Handelsbanken Fonder, an estimated $14.9M added.
  • The largest Kadant seller in Q3 2016 was Macquarie Group, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2016.