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148 hedge funds and large institutions have $745M invested in Kadant in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $889K

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

28% more capital invested

Capital invested by funds: $580M → $745M (+$165M)

6% more funds holding

Funds holding: 139148 (+9)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0.73% more ownership

Funds ownership: 89.26%89.99% (+0.73%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
3.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
49
Reduced
48
Closed
19
Calls
$2.34M
Puts
$889K
Net Calls
+$1.45M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Acrospire Investment Management
Illinois
$25K +$23.6K +339 New
AG
127
Advisor Group
Arizona
$23K
MA
128
MUFG Americas
New York
$18K +$3.9K +56 +31%
Federated Hermes
129
Federated Hermes
Pennsylvania
$17K -$7.95K -114 -33%
SEI Investments
130
SEI Investments
Pennsylvania
$15K +$3.77K +54 +37%
CG
131
Cutler Group
California
$13K +$2.93K +42 +32%
Simplex Trading
132
Simplex Trading
Illinois
$13K +$12.8K +184 New
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$12K
QI
134
QS Investors
New York
$10K
IA
135
IFP Advisors
Florida
$9K
Barclays
136
Barclays
United Kingdom
$8K -$32.1K -460 -82%
MWM
137
MinichMacGregor Wealth Management
New York
$7K
MAM
138
Meeder Asset Management
Ohio
$6K +$6K +86 New
QCG
139
Quadrant Capital Group
Ohio
$3K
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.58K +37 New
Creative Planning
141
Creative Planning
Kansas
$2K -$11.9K -171 -86%
VCM
142
Versant Capital Management
Arizona
$2K
YWP
143
YorkBridge Wealth Partners
New York
$2K
MWM
144
Mascoma Wealth Management
New Hampshire
$2K +$1.46K +21 New
WA
145
Winfield Associates
Ohio
$2K +$2.16K +31 New
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
OC
147
Oakworth Capital
Alabama
$1K
PA
148
Parallel Advisors
California
$1K +$279 +4 +57%
OCG
149
Opus Capital Group
Ohio
-$7.13M -120,074 Closed
DIA
150
Dean Investment Associates
Ohio
-$4.96M -83,640 Closed

KAI Hedge Fund Activity: Q2 2017 in Review

148 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2017, worth a combined $745M — up 28% from $580M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KAI positions and 19 closed out — a net gain of 9 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $9.95M. The largest seller was Macquarie Group, cutting an estimated $7.6M.

  • 148 institutional investors held Kadant (KAI) as of Q2 2017, up from 139 in Q1 2017.
  • Funds reported $745M of Kadant stock for Q2 2017, up 28% quarter-over-quarter.
  • 28 funds opened new Kadant positions in Q2 2017 and 19 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q2 2017 was BlackRock, an estimated $9.95M added.
  • The largest Kadant seller in Q2 2017 was Macquarie Group, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2017.