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207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$584K -$725K -3,346 -56%
TRCT
127
Tower Research Capital (TRC)
New York
$578K +$67.3K +311 +14%
CAM
128
Cresset Asset Management
Illinois
$510K +$43.7K +202 +10%
HW
129
Hancock Whitney
Mississippi
$453K -$10.8K -50 -2%
JFG
130
Jefferies Financial Group
New York
$451K
HI
131
Handelsinvest Investeringsforvaltning
Denmark
$451K -$6.82M -31,500 -94%
Stifel Financial
132
Stifel Financial
Missouri
$417K -$9.74K -45 -2%
US Bancorp
133
US Bancorp
Minnesota
$409K -$1.95K -9 -0.5%
AB
134
Amalgamated Bank
New York
$396K -$4.55K -21 -1%
YC
135
Yarbrough Capital
Tennessee
$389K -$364K -1,682 -49%
NYLIM
136
New York Life Investment Management
New York
$385K -$57K -263 -13%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$381K +$9.1K +42 +3%
RJT
138
Raymond James Trust
Florida
$369K -$16.5K -76 -4%
GCP
139
GSA Capital Partners
United Kingdom
$346K +$332K +1,532 New
II
140
Inspire Investing
Idaho
$308K -$9.74K -45 -3%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$293K -$2.17K -10 -0.8%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$290K +$35.1K +162 +14%
HF
143
HRT Financial
New York
$285K +$274K +1,264 New
QC
144
Quadrature Capital
United Kingdom
$285K +$273K +1,262 New
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$278K
LTAS
146
Linden Thomas Advisory Services
North Carolina
$273K +$33.8K +156 +15%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$264K +$15.4K +71 +6%
AIP
148
Ameritas Investment Partners
Nebraska
$262K +$49.8K +230 +25%
Creative Planning
149
Creative Planning
Kansas
$258K +$248K +1,145 New
Prudential Financial
150
Prudential Financial
New Jersey
$242K -$650 -3 -0.3%

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.