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144 hedge funds and large institutions have $1.17B invested in Kadant in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $944M → $1.17B (+$230M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3.49% more ownership

Funds ownership: 95.52%99.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 148144 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
42
Closed
22
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$18K -$70.5K -743 -81%
CCM
127
Copeland Capital Management
Pennsylvania
$18K -$190 -2 -1%
SF
128
Synovus Financial
Georgia
$16K
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$15K -$1.14K -12 -8%
BHWM
130
Bay Harbor Wealth Management
Maryland
$14K -$3.8K -40 -23%
CCM
131
Covington Capital Management
California
$13K
MAM
132
Meeder Asset Management
Ohio
$12K
OIA
133
Optimum Investment Advisors
Illinois
$11K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$10K -$855 -9 -9%
QCG
135
Quadrant Capital Group
Ohio
$4K
CFG
136
Citizens Financial Group
Rhode Island
$4K +$3.99K +42 New
CCA
137
Column Capital Advisors
Indiana
$4K +$4.18K +44 New
VCM
138
Versant Capital Management
Arizona
$3K
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
TFGT
140
TS Financial Group (TSFG)
Illinois
$2K
SL
141
Savior LLC
Massachusetts
$2K +$1.99K +21 New
OC
142
Oakworth Capital
Alabama
$1K
PA
143
Parallel Advisors
California
$1K
TF
144
TimeScale Financial
Massachusetts
$1K
Millennium Management
145
Millennium Management
New York
-$5.96M -67,942 Closed
MPAM
146
Monarch Partners Asset Management
Massachusetts
-$4.37M -49,779 Closed
MAP
147
Moody Aldrich Partners
Massachusetts
-$2.51M -28,592 Closed
Two Sigma Investments
148
Two Sigma Investments
New York
-$812K -9,255 Closed
VRS
149
Virginia Retirement Systems
Virginia
-$667K -7,600 Closed
Squarepoint
150
Squarepoint
New York
-$593K -6,758 Closed

KAI Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2019, worth a combined $1.17B — up 24% from $944M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KAI and 18 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $10.6M.

  • 144 institutional investors held Kadant (KAI) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.17B of Kadant stock for Q4 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2019 and 22 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q4 2019 was Wasatch Advisors, an estimated $21.6M added.
  • The largest Kadant seller in Q4 2019 was Nuveen, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.