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148 hedge funds and large institutions have $944M invested in Kadant in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.85% more ownership

Funds ownership: 94.67%95.52% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $960M → $944M (-$15.9M)

2% less funds holding

Funds holding: 151148 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
41
Closed
17
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$16K -$1.89K -22 -11%
CCM
127
Copeland Capital Management
Pennsylvania
$16K
BHWM
128
Bay Harbor Wealth Management
Maryland
$15K
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$14K +$1.54K +18 +14%
SF
130
Synovus Financial
Georgia
$13K
HIIFS
131
Harel Insurance Investments & Financial Services
Israel
$12K +$11.7K +137 New
CCM
132
Covington Capital Management
California
$11K
MAM
133
Meeder Asset Management
Ohio
$10K
OIA
134
Optimum Investment Advisors
Illinois
$9K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$9K +$171 +2 +2%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$7K
QCG
137
Quadrant Capital Group
Ohio
$3K
TFGT
138
TS Financial Group (TSFG)
Illinois
$2K
VCM
139
Versant Capital Management
Arizona
$2K
Bessemer Group
140
Bessemer Group
New Jersey
$2K +$1.54K +18 New
GWAG
141
Garrett Wealth Advisory Group
Texas
$1.41K +$1.37K +16 New
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
PA
143
Parallel Advisors
California
$1K
TF
144
TimeScale Financial
Massachusetts
$1K
GT
145
Glenmede Trust
Pennsylvania
$205 +$4.29K +50 +2%
Wellington Management Group
146
Wellington Management Group
Massachusetts
-$6.76M -74,445 Closed
CCM
147
Cadence Capital Management
Massachusetts
-$2.47M -27,222 Closed
OAM
148
Oxford Asset Management
United Kingdom
-$1.36M -14,960 Closed
CVA
149
Ceredex Value Advisors
Florida
-$1.07M -11,774 Closed
AIS
150
AlphaOne Investment Services
Pennsylvania
-$973K -10,715 Closed

KAI Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2019, worth a combined $944M — down 1.7% from $960M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KAI and 15 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $29.5M. The largest seller was Handelsbanken Fonder, cutting an estimated $12.1M.

  • 148 institutional investors held Kadant (KAI) as of Q3 2019, down from 151 in Q2 2019.
  • Funds reported $944M of Kadant stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q3 2019 and 17 closed out, a net change of -2 holders.
  • The largest Kadant buyer in Q3 2019 was Brown Brothers Harriman & Co, an estimated $29.5M added.
  • The largest Kadant seller in Q3 2019 was Handelsbanken Fonder, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.