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Kadant
KAI

160 hedge funds and large institutions have $1.94B invested in Kadant in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $1.54B → $1.94B (+$395M)

7% more funds holding

Funds holding: 149 → 160 (+11)

0.16% more ownership

Funds ownership: 95.23% → 95.4% (+0.16%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.85M

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
51
Reduced
55
Closed
10
Calls
–
Puts
$1.85M
Net Calls
-$1.85M
Net Calls Change
-$1.55M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$41M
2
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$37M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$10M
4
EAM
Erste Asset Management
Austria
+$2.94M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
BBHC
Brown Brothers Harriman & Co
New York
-$31.1M
2
WA
Wasatch Advisors
Utah
-$19.9M
3
Macquarie Group
Macquarie Group
Australia
-$16.1M
4
Northern Trust
Northern Trust
Illinois
-$7.88M
5
Invesco
Invesco
Georgia
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$93K +$61.9K +386 +333%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
ST
128
Sageworth Trust
Pennsylvania
$76K +$66.2K +413 New
PAM
129
Panagora Asset Management
Massachusetts
$70K – – –
WT
130
Whittier Trust
California
$69K – – –
UFF
131
USA Financial Formulas
Michigan
$65K +$56.5K +352 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$61K -$10.1K -63 -16%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K -$1.92K -12 -4%
PK
134
Pflug Koory
Nebraska
$46K -$418K -2,607 -91%
WT
135
Washington Trust
Rhode Island
$46K – – –
Osaic Holdings
136
Osaic Holdings
Arizona
$42K +$2.08K +13 +6%
CCM
137
Copeland Capital Management
Pennsylvania
$33K +$1.44K +9 +5%
FHA
138
First Horizon Advisors
Tennessee
$24K – – –
QCG
139
Quadrant Capital Group
Ohio
$23K +$4.33K +27 +28%
CCM
140
Covington Capital Management
California
$19K – – –
OIA
141
Optimum Investment Advisors
Illinois
$19K – – –
S
142
SignatureFD
Georgia
$11K +$4.01K +25 +78%
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$9K +$7.38K +46 New
CCA
144
Column Capital Advisors
Indiana
$8K – – –
LC
145
Lindbrook Capital
California
$8K +$5.93K +37 +617%
HI
146
Harbour Investments
Wisconsin
$8K +$6.58K +41 New
APA
147
American Portfolios Advisors
New York
$7.96K +$3.21K +20 +87%
GWM
148
Geneos Wealth Management
Colorado
$4K – – –
SL
149
Savior LLC
Massachusetts
$4K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
3 4 5
6
7

KAI Hedge Fund Activity: Q1 2021 in Review

160 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2021, worth a combined $1.94B — up 26% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 10 closed out — a net gain of 13 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $41M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $31.1M.

  • 160 institutional investors held Kadant (KAI) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $1.94B of Kadant stock for Q1 2021, up 26% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q1 2021 and 10 closed out, a net change of +13 holders.
  • The largest Kadant buyer in Q1 2021 was Capital International Investors, an estimated $41M added.
  • The largest Kadant seller in Q1 2021 was Brown Brothers Harriman & Co, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2021.