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257 hedge funds and large institutions have $3.72B invested in Kadant in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.2M

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

4.85% more ownership

Funds ownership: 102.98%107.82% (+4.8%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 260257 (-3)

6% less capital invested

Capital invested by funds: $3.96B → $3.72B (-$241M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
103
Reduced
71
Closed
39
Calls
$2.82M
Puts
$1.2M
Net Calls
+$1.62M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
126
Clean Yield Group
Vermont
$980K -$21.4K -75 -2%
ASRS
127
Arizona State Retirement System
Arizona
$963K +$17.7K +62 +2%
TRCT
128
Tower Research Capital (TRC)
New York
$959K +$869K +3,048 +1,418%
IA
129
Inspire Advisors
Idaho
$923K +$4.56K +16 +0.5%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$902K +$499K +1,752 +133%
QT
131
Quantbot Technologies
New York
$898K +$795K +2,789 +1,045%
Victory Capital Management
132
Victory Capital Management
Texas
$896K -$49.9K -175 -5%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$832K +$3.13K +11 +0.4%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$821K -$1.61M -5,665 -67%
M&T Bank
135
M&T Bank
New York
$766K +$13.4K +47 +2%
AQR Capital Management
136
AQR Capital Management
Connecticut
$745K -$78.4K -275 -10%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$700K
SPS
138
Susquehanna Portfolio Strategies
Pennsylvania
$682K -$662K -2,321 -50%
NA
139
NewEdge Advisors
Louisiana
$678K -$82.1K -288 -11%
HC
140
Henshaw Capital
Massachusetts
$672K +$11.1K +39 +2%
BFG
141
Bleakley Financial Group
New Jersey
$637K -$42.5K -149 -6%
SW
142
Simplicity Wealth
New Jersey
$628K -$37.1K -130 -6%
SA
143
Sanctuary Advisors
Indiana
$615K +$621K +2,178 New
CWP
144
Curated Wealth Partners
California
$578K +$561K +1,969 New
AWM
145
Apollon Wealth Management
South Carolina
$565K -$285 -1 -0.1%
RAM
146
Resona Asset Management
Japan
$554K +$538K +1,887 New
M
147
Mirova
France
$548K
US Bancorp
148
US Bancorp
Minnesota
$534K +$5.13K +18 +1%
SSA
149
Schonfeld Strategic Advisors
New York
$521K +$505K +1,772 New
SSWM
150
Sheets Smith Wealth Management
North Carolina
$520K

KAI Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2024, worth a combined $3.72B — down 6.1% from $3.96B a quarter earlier.

Fund positioning in KAI was balanced in Q2 2024: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 71 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $67.6M. The largest seller was Aberdeen Group, cutting an estimated $13.6M.

  • 257 institutional investors held Kadant (KAI) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $3.72B of Kadant stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 39 funds opened new Kadant positions in Q2 2024 and 39 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2024 was Wasatch Advisors, an estimated $67.6M added.
  • The largest Kadant seller in Q2 2024 was Aberdeen Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.