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172 hedge funds and large institutions have $1B invested in Kadant in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $803K

7% more funds holding

Funds holding: 161172 (+11)

4% more capital invested

Capital invested by funds: $968M → $1B (+$36.5M)

0% less ownership

Funds ownership: 90.86%90.86% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
48
Reduced
64
Closed
19
Calls
$1.15M
Puts
$803K
Net Calls
+$342K
Net Calls Change
-$761K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$16K -$5.08K -50 -23%
CCM
152
Covington Capital Management
California
$13K
QI
153
QS Investors
New York
$13K
CG
154
Cutler Group
California
$13K +$10.2K +100 +323%
IA
155
IFP Advisors
Florida
$10K -$1.83K -18 -15%
MWM
156
MinichMacGregor Wealth Management
New York
$10K
TC
157
Telemus Capital
Michigan
$9K +$9.24K +91 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$8K +$8.42K +83 New
QCG
159
Quadrant Capital Group
Ohio
$4K
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$4K
VCM
161
Versant Capital Management
Arizona
$3K
YWP
162
YorkBridge Wealth Partners
New York
$3K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.04K +30 New
FMA
164
FNY Managed Accounts
New York
$3K +$3.35K +33 New
RFC
165
Regions Financial Corp
Alabama
$3K +$3.45K +34 New
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
CB
167
Community Bank
New York
$2K +$1.52K +15 New
STA
168
Summit Trail Advisors
New York
$2K +$1.93K +19 New
DA
169
Denali Advisors
California
$1K
OC
170
Oakworth Capital
Alabama
$1K
PA
171
Parallel Advisors
California
$1K
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$1K +$1.01K +10 New
NFA
173
Nationwide Fund Advisors
Ohio
-$8.67M -87,955 Closed
BIM
174
Bogle Investment Management
Massachusetts
-$4.79M -48,639 Closed
Credit Agricole
175
Credit Agricole
France
-$2.55M -25,853 Closed

KAI Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2017, worth a combined $1B — up 3.8% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KAI positions and 19 closed out — a net gain of 12 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Kadant (KAI) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1B of Kadant stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 31 funds opened new Kadant positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2017 was Royce & Associates, an estimated $11.8M added.
  • The largest Kadant seller in Q4 2017 was Nationwide Fund Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q4 2017.