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184 hedge funds and large institutions have $2.44B invested in Kadant in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $2.13B → $2.44B (+$312M)

10% more funds holding

Funds holding: 168184 (+16)

0.5% more ownership

Funds ownership: 94.36%94.86% (+0.5%)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

Holders
184
Holders Change
+16
Holders Change %
+9.52%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
63
Closed
14
Calls
$3.23M
Puts
Net Calls
+$3.23M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
126
MGO One Seven
Ohio
$234K +$6.69K +30 +3%
CT
127
Coastline Trust
Rhode Island
$230K
HSBC Holdings
128
HSBC Holdings
United Kingdom
$220K +$213K +956 New
ASN
129
Advisory Services Network
Georgia
$219K +$213K +954 New
BPA
130
Beacon Pointe Advisors
California
$218K -$19.2K -86 -8%
ABC
131
Associated Banc-Corp
Wisconsin
$216K +$209K +939 New
NA
132
Navellier & Associates
Nevada
$209K +$202K +908 New
NA
133
NewEdge Advisors
Louisiana
$208K +$201K +901 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$206K
AIP
135
Ameritas Investment Partners
Nebraska
$204K
AF
136
Arrow Financial
New York
$186K
Osaic Holdings
137
Osaic Holdings
Arizona
$167K +$36.6K +164 +30%
Canada Life
138
Canada Life
Manitoba, Canada
$154K
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$137K
BBHC
140
Brown Brothers Harriman & Co
New York
$90.4K -$19.6M -88,100 -18%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$87K +$84.2K +378 New
WT
142
Whittier Trust
California
$86K
HIA
143
Harbor Investment Advisory
Maryland
$80K -$33.2K -149 -30%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$76K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$73K -$41.7K -187 -37%
STCOSD
146
Sageworth Trust Company of South Dakota
South Dakota
$72K +$70K +314 New
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$2.67K -12 -4%
TRCT
148
Tower Research Capital (TRC)
New York
$69K -$67.3K -302 -50%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$69K +$66.9K +300 New
PK
150
Pflug Koory
Nebraska
$58K

KAI Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2021, worth a combined $2.44B — up 15% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 14 closed out — a net gain of 16 holders — while 53 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $99.3M.

  • 184 institutional investors held Kadant (KAI) as of Q4 2021, up from 168 in Q3 2021.
  • Funds reported $2.44B of Kadant stock for Q4 2021, up 15% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q4 2021 and 14 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q4 2021 was Ameriprise, an estimated $46.2M added.
  • The largest Kadant seller in Q4 2021 was Wells Fargo, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2021.