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173 hedge funds and large institutions have $909M invested in Kadant in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $842M → $909M (+$67.5M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

5% more call options, than puts

Call options by funds: $369K | Put options by funds: $352K

1% more funds holding

Funds holding: 172173 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.01% less ownership

Funds ownership: 94%92.98% (-1%)

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
58
Reduced
54
Closed
18
Calls
$369K
Puts
$352K
Net Calls
+$17K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Meeder Asset Management
Ohio
$10K -$98.2K -1,141 -91%
FHB
152
First Hawaiian Bank
Hawaii
$9K
OIA
153
Optimum Investment Advisors
Illinois
$9K
QT
154
Quantamental Technologies
New York
$9K +$9.04K +105 New
CAM
155
ClariVest Asset Management
California
$8K -$195K -2,265 -96%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$8K +$516 +6 +7%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$6K
Federated Hermes
158
Federated Hermes
Pennsylvania
$6K +$6.03K +70 New
WCM
159
WealthBridge Capital Management
Ohio
$5K +$1.89K +22 +56%
RTC
160
Riverview Trust Company
Washington
$4K +$3.87K +45 New
QCG
161
Quadrant Capital Group
Ohio
$3K
YWP
162
YorkBridge Wealth Partners
New York
$3K
LFA
163
Legacy Financial Advisors
Kentucky
$3K +$2.75K +32 New
VCM
164
Versant Capital Management
Arizona
$2K
WEC
165
Winslow Evans & Crocker
Massachusetts
$2K +$861 +10 New
TFGT
166
TS Financial Group (TSFG)
Illinois
$2K +$1.55K +18 New
PFO
167
Pathstone Family Office
New Jersey
$2K +$2.41K +28 New
JFGIW
168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
LC
169
Lindbrook Capital
California
$1K
PA
170
Parallel Advisors
California
$1K
GT
171
Glenmede Trust
Pennsylvania
$101 +$55.9K +650 +129%
ZIM
172
Zacks Investment Management
Illinois
-$2.87M -35,278 Closed
NC
173
Northpointe Capital
Michigan
-$2.05M -25,170 Closed
SCM
174
Sterling Capital Management
North Carolina
-$1.31M -16,128 Closed
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.12M -13,750 Closed

KAI Hedge Fund Activity: Q1 2019 in Review

173 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2019, worth a combined $909M — up 8% from $842M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KAI positions and 18 closed out — a net gain of 1 holder — while 58 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $10.4M. The largest seller was Handelsbanken Fonder, cutting an estimated $14M.

  • 173 institutional investors held Kadant (KAI) as of Q1 2019, up from 172 in Q4 2018.
  • Funds reported $909M of Kadant stock for Q1 2019, up 8% quarter-over-quarter.
  • 19 funds opened new Kadant positions in Q1 2019 and 18 closed out, a net change of +1 holder.
  • The largest Kadant buyer in Q1 2019 was Neuberger Berman Group, an estimated $10.4M added.
  • The largest Kadant seller in Q1 2019 was Handelsbanken Fonder, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.