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172 hedge funds and large institutions have $842M invested in Kadant in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

6% more funds holding

Funds holding: 163172 (+9)

2.67% more ownership

Funds ownership: 91.33%94% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

23% less capital invested

Capital invested by funds: $1.09B → $842M (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $732K

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
55
Reduced
52
Closed
17
Calls
Puts
$732K
Net Calls
-$732K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Destination Wealth Management
California
$10K
PCM
152
Prelude Capital Management
New York
$10K +$11.9K +127 New
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$8.06K -$24.7K -264 -73%
FHB
154
First Hawaiian Bank
Hawaii
$8K
IA
155
IFP Advisors
Florida
$8K
OIA
156
Optimum Investment Advisors
Illinois
$8K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2.06K +22 +34%
PAMU
158
Pictet Asset Management (UK)
United Kingdom
$6.57K -$1.22M -13,060 -14%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$5K
DWM
160
Doyle Wealth Management
Florida
$5K +$6.08K +65 New
QCG
161
Quadrant Capital Group
Ohio
$3K
RFC
162
Regions Financial Corp
Alabama
$3K
WCM
163
WealthBridge Capital Management
Ohio
$3K +$3.65K +39 New
AAMU
164
Amundi Asset Management US
Massachusetts
$2.06K +$68.7K +734 +3%
VCM
165
Versant Capital Management
Arizona
$2K
YWP
166
YorkBridge Wealth Partners
New York
$2K
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
GT
168
Glenmede Trust
Pennsylvania
$41 +$47.3K +505 New
American Century Companies
169
American Century Companies
Missouri
-$7.91M -73,384 Closed
ACM
170
Ativo Capital Management
Illinois
-$1.05M -9,708 Closed
Barclays
171
Barclays
United Kingdom
-$448K -4,155 Closed
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
-$313K -2,900 Closed
BFPW
173
BOK Financial Private Wealth
Colorado
-$216K -2,000 Closed
First Manhattan
174
First Manhattan
New York
-$80K -750 Closed
AA
175
Ancora Advisors
Ohio
-$68K -631 Closed

KAI Hedge Fund Activity: Q4 2018 in Review

172 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2018, worth a combined $842M — down 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KAI positions and 17 closed out — a net gain of 9 holders — while 55 added to existing stakes and 52 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $21.8M. The largest seller was JP Morgan Chase, cutting an estimated $12.6M.

  • 172 institutional investors held Kadant (KAI) as of Q4 2018, up from 163 in Q3 2018.
  • Funds reported $842M of Kadant stock for Q4 2018, down 23% quarter-over-quarter.
  • 26 funds opened new Kadant positions in Q4 2018 and 17 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q4 2018 was Handelsbanken Fonder, an estimated $21.8M added.
  • The largest Kadant seller in Q4 2018 was JP Morgan Chase, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2018.