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167 hedge funds and large institutions have $949M invested in Kadant in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 91.99%91.13% (-0.86%)

1% less capital invested

Capital invested by funds: $959M → $949M (-$9.87M)

5% less funds holding

Funds holding: 176167 (-9)

14% less call options, than puts

Call options by funds: $432K | Put options by funds: $500K

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
50
Reduced
59
Closed
21
Calls
$432K
Puts
$500K
Net Calls
-$68K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$9K -$3.65K -38 -29%
MWM
152
MinichMacGregor Wealth Management
New York
$9K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$7K -$481 -5 -6%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$6K -$9.42K -98 -60%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$6K
AG
156
Advisor Group
Arizona
$5K
QCG
157
Quadrant Capital Group
Ohio
$4K
RFC
158
Regions Financial Corp
Alabama
$3K
YWP
159
YorkBridge Wealth Partners
New York
$3K
VCM
160
Versant Capital Management
Arizona
$2K
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$7.02K -73 -83%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$1K
HI
163
Harrington Investments
California
$1K
OC
164
Oakworth Capital
Alabama
$1K
SFM
165
Signet Financial Management
New Jersey
$1K
NIPH
166
NN Investment Partners Holdings
Netherlands
-$4.72M -50,000 Closed
EI
167
EAM Investors
California
-$3.35M -35,408 Closed
PC
168
Pier Capital
Connecticut
-$2.85M -30,169 Closed
EGI
169
EAM Global Investors
California
-$1.49M -15,790 Closed
DTL
170
Dynamic Technology Lab
Singapore
-$819K -8,666 Closed
BCM
171
BlueCrest Capital Management
Jersey
-$683K -7,225 Closed
TRCT
172
Tower Research Capital (TRC)
New York
-$677K -7,164 Closed
PP
173
Paloma Partners
Connecticut
-$580K -6,135 Closed
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$339K -3,594 Closed
CCIA
175
Campbell & Co Investment Adviser
Maryland
-$305K -3,225 Closed

KAI Hedge Fund Activity: Q2 2018 in Review

167 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2018, worth a combined $949M — down 1% from $959M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KAI and 12 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $14.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.7M.

  • 167 institutional investors held Kadant (KAI) as of Q2 2018, down from 176 in Q1 2018.
  • Funds reported $949M of Kadant stock for Q2 2018, down 1% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2018 was Wasatch Advisors, an estimated $14.5M added.
  • The largest Kadant seller in Q2 2018 was Dimensional Fund Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.