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Kadant
KAI

151 hedge funds and large institutions have $960M invested in Kadant in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $909M → $960M (+$50.5M)

1.69% more ownership

Funds ownership: 92.98% → 94.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less funds holding

Funds holding: 173 → 151 (-22)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

57% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 35

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
41
Reduced
54
Closed
35
Calls
$372K
Puts
–
Net Calls
+$372K
Net Calls Change
+$355K

Top Buyers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
+$32.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.2M
3
N
Nuveen
North Carolina
+$14.8M
4
BlackRock
BlackRock
New York
+$13.1M
5
WA
Wasatch Advisors
Utah
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.6M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$10.1M
3
EIP
Epoch Investment Partners
New York
-$5.08M
4
DCM
Driehaus Capital Management
Illinois
-$4.87M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
126
Whittier Trust
California
$34K – – –
ASN
127
Advisory Services Network
Georgia
$23K – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$19K -$4.85K -54 -21%
BHWM
129
Bay Harbor Wealth Management
Maryland
$16K – – –
CCM
130
Copeland Capital Management
Pennsylvania
$16K +$3.15K +35 +25%
SF
131
Synovus Financial
Georgia
$14K – – –
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$12K – – –
CCM
133
Covington Capital Management
California
$11K – – –
DWM
134
Destination Wealth Management
California
$11K – – –
MAM
135
Meeder Asset Management
Ohio
$10K – – –
OIA
136
Optimum Investment Advisors
Illinois
$9K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$9K +$719 +8 +9%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$7K +$6.83K +76 New
CAM
139
ClariVest Asset Management
California
$6K -$2.79K -31 -33%
PAM
140
Panagora Asset Management
Massachusetts
$4K -$166K -1,843 -98%
QCG
141
Quadrant Capital Group
Ohio
$3K – – –
YWP
142
YorkBridge Wealth Partners
New York
$3K – – –
TFGT
143
TS Financial Group (TSFG)
Illinois
$2K – – –
VCM
144
Versant Capital Management
Arizona
$2K – – –
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
LC
146
Lindbrook Capital
California
$1K – – –
PA
147
Parallel Advisors
California
$1K – – –
TF
148
TimeScale Financial
Massachusetts
$1K +$1.35K +15 New
GT
149
Glenmede Trust
Pennsylvania
$208 +$102K +1,140 +99%
Millennium Management
150
Millennium Management
New York
– -$11.6M -132,071 Closed
4 5
6
7 8

KAI Hedge Fund Activity: Q2 2019 in Review

151 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2019, worth a combined $960M — up 5.6% from $909M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of KAI and 15 opened new positions — a net loss of 20 holders — while 54 trimmed existing stakes and 41 added.

The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $32.2M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 151 institutional investors held Kadant (KAI) as of Q2 2019, down from 173 in Q1 2019.
  • Funds reported $960M of Kadant stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2019 and 35 closed out, a net change of -20 holders.
  • The largest Kadant buyer in Q2 2019 was Brown Brothers Harriman & Co, an estimated $32.2M added.
  • The largest Kadant seller in Q2 2019 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2019.