Kadant
147 hedge funds and large institutions have $515M invested in Kadant in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
116% more call options, than puts
Call options by funds: $1.05M | Put options by funds: $489K
20% more capital invested
Capital invested by funds: $428M → $515M (+$87.5M)
11% more funds holding
Funds holding: 133 → 147 (+14)
3.1% more ownership
Funds ownership: 89.04% → 92.14% (+3.1%)
25% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$25.4M |
| 2 |
RA
Royce & Associates
New York
|
+$16.1M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$5.28M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.19M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$9.76M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.91M |
| 3 |
JP Morgan Chase
New York
|
-$5.74M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.89M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
American Century Companies
Kansas City,
Missouri
| – | -$660K | -14,621 | Closed |
|
|
CIC
152
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$468K | -10,355 | Closed |
|
|
PP
153
Paloma Partners
Greenwich,
Connecticut
| – | -$205K | -4,538 | Closed |
|
|
EGA
154
Eagle Global Advisors
Houston,
Texas
| – | -$204K | -4,527 | Closed |
|
|
SLG
155
Stanley-Laman Group
Berwyn,
Pennsylvania
| – | -$203K | -4,492 | Closed |
|
156
Schroder Investment Management Group
London,
United Kingdom
| – | -$55K | -1,200 | Closed |
|
157
Simplex Trading
Chicago,
Illinois
| – | -$13.9K | -288 | Closed |
|
KAI Hedge Fund Activity: Q2 2016 in Review
147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2016, worth a combined $515M — up 20% from $428M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new KAI positions and 10 closed out — a net gain of 14 holders — while 41 added to existing stakes and 55 trimmed.
The largest buyer was Macquarie Group, adding an estimated $25.4M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $9.76M sold.
- 147 institutional investors held Kadant (KAI) as of Q2 2016, up from 133 in Q1 2016.
- Funds reported $515M of Kadant stock for Q2 2016, up 20% quarter-over-quarter.
- 24 funds opened new Kadant positions in Q2 2016 and 10 closed out, a net change of +14 holders.
- The largest Kadant buyer in Q2 2016 was Macquarie Group, an estimated $25.4M added.
- The largest Kadant seller in Q2 2016 was RK Capital Management (Colorado), an estimated $9.76M sold.
Based on aggregated 13F filings for Q2 2016.