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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$484K -$246K -1,227 -36%
CAM
127
Cresset Asset Management
Illinois
$458K +$413K +2,061 New
HW
128
Hancock Whitney
Mississippi
$457K -$170K -849 -29%
JFG
129
Jefferies Financial Group
New York
$444K +$401K +2,000 New
NYLIM
130
New York Life Investment Management
New York
$437K -$68.9K -344 -15%
Stifel Financial
131
Stifel Financial
Missouri
$421K -$91.1K -455 -19%
US Bancorp
132
US Bancorp
Minnesota
$405K -$24K -120 -6%
HC
133
Henshaw Capital
Massachusetts
$395K
AB
134
Amalgamated Bank
New York
$395K +$26.4K +132 +8%
Jane Street
135
Jane Street
New York
$392K -$257K -1,281 -42%
RJT
136
Raymond James Trust
Florida
$380K +$601 +3 +0.2%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$366K
II
138
Inspire Investing
Idaho
$313K +$19.8K +99 +8%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$290K -$8.01K -40 -3%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$273K +$127K +636 +107%
SO
141
STRS Ohio
Ohio
$266K -$701K -3,500 -74%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$251K -$125K -624 -36%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$249K -$69.1K -345 -24%
Prudential Financial
144
Prudential Financial
New Jersey
$239K +$215K +1,074 New
LTAS
145
Linden Thomas Advisory Services
North Carolina
$234K +$211K +1,055 New
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$223K -$11.6K -58 -5%
CT
147
Coastline Trust
Rhode Island
$222K
ABC
148
Associated Banc-Corp
Wisconsin
$216K -$2K -10 -1%
MOS
149
MGO One Seven
Ohio
$212K -$6.81K -34 -3%
AIP
150
Ameritas Investment Partners
Nebraska
$207K

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.