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162 hedge funds and large institutions have $1.83B invested in Kadant in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 160162 (+2)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.64% less ownership

Funds ownership: 95.4%93.76% (-1.6%)

5% less capital invested

Capital invested by funds: $1.94B → $1.83B (-$106M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
57
Reduced
56
Closed
13
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
126
Harbor Investment Advisory
Maryland
$90K
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$86K -$2.64K -15 -3%
BBHC
128
Brown Brothers Harriman & Co
New York
$84.5K -$6.24M -35,417 -7%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$79K
ST
130
Sageworth Trust
Pennsylvania
$73K
PAM
131
Panagora Asset Management
Massachusetts
$66K
WT
132
Whittier Trust
California
$66K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$58K
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$1.94K +11 +4%
Osaic Holdings
135
Osaic Holdings
Arizona
$55K +$15.1K +86 +38%
PK
136
Pflug Koory
Nebraska
$44K
WT
137
Washington Trust
Rhode Island
$43K
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$34K +$34.2K +194 New
CCM
139
Copeland Capital Management
Pennsylvania
$32K +$528 +3 +2%
ASN
140
Advisory Services Network
Georgia
$31K +$31.3K +178 New
FCA
141
FinTrust Capital Advisors
South Carolina
$29K +$28.7K +163 New
FHA
142
First Horizon Advisors
Tennessee
$23K
LWCFA
143
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$22.9K +130 New
QCG
144
Quadrant Capital Group
Ohio
$22K +$528 +3 +2%
HS
145
Horan Securities
United States
$19K +$19.4K +110 New
CCM
146
Covington Capital Management
California
$18K
OIA
147
Optimum Investment Advisors
Illinois
$18K
LSA
148
Leonteq Securities AG
Switzerland
$14.6K +$14.6K +83 New
S
149
SignatureFD
Georgia
$14K +$3.52K +20 +35%
CCA
150
Column Capital Advisors
Indiana
$8K

KAI Hedge Fund Activity: Q2 2021 in Review

162 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2021, worth a combined $1.83B — down 5.5% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KAI positions and 13 closed out — a net gain of 2 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $28.6M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $28.5M sold.

  • 162 institutional investors held Kadant (KAI) as of Q2 2021, up from 160 in Q1 2021.
  • Funds reported $1.83B of Kadant stock for Q2 2021, down 5.5% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2021 and 13 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q2 2021 was Capital International Investors, an estimated $28.6M added.
  • The largest Kadant seller in Q2 2021 was Cooke & Bieler, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2021.