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172 hedge funds and large institutions have $842M invested in Kadant in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

6% more funds holding

Funds holding: 163172 (+9)

2.67% more ownership

Funds ownership: 91.33%94% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

23% less capital invested

Capital invested by funds: $1.09B → $842M (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $732K

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
55
Reduced
52
Closed
17
Calls
Puts
$732K
Net Calls
-$732K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$165K +$21.1K +225 +12%
PAM
127
Panagora Asset Management
Massachusetts
$154K
Canada Life
128
Canada Life
Manitoba, Canada
$124K +$57.3K +612 +63%
US Bancorp
129
US Bancorp
Minnesota
$114K -$8.52K -91 -6%
FMT
130
First Mercantile Trust
Tennessee
$110K +$1.4K +15 +1%
SG Americas Securities
131
SG Americas Securities
New York
$104K -$2.14M -22,858 -95%
MAM
132
Meeder Asset Management
Ohio
$102K +$112K +1,200 +2,222%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$93K
RQS
134
Ramsey Quantitative Systems
Kentucky
$92K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$81K +$93.6K +1,000 New
AIP
136
Ameritas Investment Partners
Nebraska
$78K
AF
137
Arrow Financial
New York
$66K
KBC Group
138
KBC Group
Belgium
$47K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$34K +$38.9K +416 New
WT
140
Whittier Trust
California
$31K
TRCT
141
Tower Research Capital (TRC)
New York
$24K +$20.3K +217 +297%
ASN
142
Advisory Services Network
Georgia
$21K -$3.46K -37 -13%
BHWM
143
Bay Harbor Wealth Management
Maryland
$14K +$16.1K +172 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$13K +$7.58K +81 +109%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$12K -$2.25K -24 -14%
SF
146
Synovus Financial
Georgia
$12K
CCM
147
Copeland Capital Management
Pennsylvania
$12K +$13.3K +142 New
CBT
148
Capital Bank & Trust
California
$12K +$14.3K +153 New
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$11K +$94 +1 +0.8%
CCM
150
Covington Capital Management
California
$10K

KAI Hedge Fund Activity: Q4 2018 in Review

172 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2018, worth a combined $842M — down 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KAI positions and 17 closed out — a net gain of 9 holders — while 55 added to existing stakes and 52 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $21.8M. The largest seller was JP Morgan Chase, cutting an estimated $12.6M.

  • 172 institutional investors held Kadant (KAI) as of Q4 2018, up from 163 in Q3 2018.
  • Funds reported $842M of Kadant stock for Q4 2018, down 23% quarter-over-quarter.
  • 26 funds opened new Kadant positions in Q4 2018 and 17 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q4 2018 was Handelsbanken Fonder, an estimated $21.8M added.
  • The largest Kadant seller in Q4 2018 was JP Morgan Chase, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2018.