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Kadant
KAI

139 hedge funds and large institutions have $580M invested in Kadant in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.02% less ownership

Funds ownership: 89.28% → 89.26% (-0.02%)

3% less capital invested

Capital invested by funds: $596M → $580M (-$16.7M)

6% less funds holding

Funds holding: 148 → 139 (-9)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
52
Reduced
47
Closed
15
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$589K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$43.5M
2
EIP
Epoch Investment Partners
New York
+$5.77M
3
Macquarie Group
Macquarie Group
Australia
+$4.35M
4
Wells Fargo
Wells Fargo
California
+$4.22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$13.5M
2
RA
Royce & Associates
New York
-$6.98M
3
TAM
THB Asset Management
Connecticut
-$4.67M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.29M
5
NC
Northpointe Capital
Michigan
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
MUFG Americas
New York
$11K +$2.06K +34 +23%
BIG
127
Bellwether Investment Group
Tennessee
$10K +$425 +7 +5%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$9K -$607 -10 -6%
SEI Investments
129
SEI Investments
Pennsylvania
$9K – – –
QI
130
QS Investors
New York
$8K – – –
IA
131
IFP Advisors
Florida
$7K – – –
CG
132
Cutler Group
California
$7K +$8.07K +133 New
MWM
133
MinichMacGregor Wealth Management
New York
$5K – – –
YWP
134
YorkBridge Wealth Partners
New York
$2K – – –
QCG
135
Quadrant Capital Group
Ohio
$2K +$2.67K +44 New
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
OC
137
Oakworth Capital
Alabama
$1K – – –
VCM
138
Versant Capital Management
Arizona
$1K – – –
NI
139
Numeric Investors
Massachusetts
– -$1.36M -22,300 Closed
Fidelity Investments
140
Fidelity Investments
Massachusetts
– -$1.05M -17,171 Closed
DCM
141
Dupont Capital Management
Delaware
– -$887K -14,490 Closed
AG
142
Algert Global
California
– -$646K -10,561 Closed
AA
143
ALPS Advisors
Colorado
– -$494K -8,076 Closed
WC
144
Wexford Capital
Florida
– -$420K -6,865 Closed
BGIM
145
Brandywine Global Investment Management
Pennsylvania
– -$231K -3,770 Closed
Squarepoint
146
Squarepoint
New York
– -$221K -3,612 Closed
GC
147
Guggenheim Capital
Illinois
– -$201K -3,288 Closed
SG Americas Securities
148
SG Americas Securities
New York
– -$188K -3,076 Closed
PG
149
PEAK6 Group
Illinois
– -$103K -1,678 Closed
AIM
150
Acrospire Investment Management
Illinois
– -$83K -1,350 Closed
3 4 5
6
7

KAI Hedge Fund Activity: Q1 2017 in Review

139 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2017, worth a combined $580M — down 2.8% from $596M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KAI and 12 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was LSV Asset Management, cutting an estimated $13.5M.

  • 139 institutional investors held Kadant (KAI) as of Q1 2017, down from 148 in Q4 2016.
  • Funds reported $580M of Kadant stock for Q1 2017, down 2.8% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q1 2017 and 15 closed out, a net change of -3 holders.
  • The largest Kadant buyer in Q1 2017 was BlackRock, an estimated $43.5M added.
  • The largest Kadant seller in Q1 2017 was LSV Asset Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2017.