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201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $496K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

22% more capital invested

Capital invested by funds: $1.91B → $2.33B (+$419M)

6% more funds holding

Funds holding: 190201 (+11)

0.14% more ownership

Funds ownership: 95.65%95.8% (+0.14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
126
Henshaw Capital
Massachusetts
$371K
Squarepoint
127
Squarepoint
New York
$367K -$637K -3,136 -64%
Man Group
128
Man Group
United Kingdom
$365K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$364K +$125K +614 +54%
RJT
130
Raymond James Trust
Florida
$356K -$15.8K -78 -4%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$343K
AB
132
Amalgamated Bank
New York
$343K -$56.8K -280 -15%
YIH
133
Y-Intercept (HK)
Hong Kong
$334K +$325K +1,600 New
AG
134
Algert Global
California
$309K +$300K +1,480 New
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$306K +$3.25K +16 +1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$281K -$8.93K -44 -3%
Wolverine Trading
137
Wolverine Trading
Illinois
$280K +$279K +1,372 New
II
138
Inspire Investing
Idaho
$273K -$5.28K -26 -2%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$261K
Millennium Management
140
Millennium Management
New York
$238K +$232K +1,143 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$222K +$216K +1,064 New
New York State Teachers Retirement System (NYSTRS)
142
New York State Teachers Retirement System (NYSTRS)
New York
$209K
CT
143
Coastline Trust
Rhode Island
$209K +$203K +1,000 New
MOS
144
MGO One Seven
Ohio
$206K +$201K +989 New
ABC
145
Associated Banc-Corp
Wisconsin
$205K +$200K +983 New
AIP
146
Ameritas Investment Partners
Nebraska
$194K +$9.95K +49 +6%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$186K
Citigroup
148
Citigroup
New York
$153K +$57.6K +284 +63%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$128K -$20.1K -99 -14%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$124K

KAI Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.

  • 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
  • Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
  • 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
  • The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.