Kadant
141 hedge funds and large institutions have $511M invested in Kadant in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 16 closing their positions.
1% less capital invested
Capital invested by funds: $515M → $511M (-$4.46M)
8% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 53
1.6% less ownership
Funds ownership: 92.14% → 90.54% (-1.6%)
4% less funds holding
Funds holding: 147 → 141 (-6)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
74% less call options, than puts
Call options by funds: $251K | Put options by funds: $979K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$14.9M |
| 2 |
Goldman Sachs
New York
|
+$3.39M |
| 3 |
Morgan Stanley
New York
|
+$2.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$22.1M |
| 2 |
RA
Royce & Associates
New York
|
-$3.77M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$2.95M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.28M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Teacher Retirement System of Texas
Austin,
Texas
| – | -$78K | -1,512 | Closed |
|
|
CG
152
Cutler Group
San Francisco,
California
| – | -$33.8K | -633 | Closed |
|
|
ST
153
Spot Trading
Chicago,
Illinois
| – | -$10K | -196 | Closed |
|
|
FNBT
154
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$6K | -117 | Closed |
|
155
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4K | -82 | Closed |
|
|
TSW
156
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1K | -28 | Closed |
|
|
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$1K | -20 | Closed |
|
KAI Hedge Fund Activity: Q3 2016 in Review
141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2016, worth a combined $511M — down 0.87% from $515M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of KAI and 10 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 49 added.
The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $14.9M. The largest seller was Macquarie Group, cutting an estimated $22.1M.
- 141 institutional investors held Kadant (KAI) as of Q3 2016, down from 147 in Q2 2016.
- Funds reported $511M of Kadant stock for Q3 2016, down 0.87% quarter-over-quarter.
- 10 funds opened new Kadant positions in Q3 2016 and 16 closed out, a net change of -6 holders.
- The largest Kadant buyer in Q3 2016 was Handelsbanken Fonder, an estimated $14.9M added.
- The largest Kadant seller in Q3 2016 was Macquarie Group, an estimated $22.1M sold.
Based on aggregated 13F filings for Q3 2016.