Kadant
144 hedge funds and large institutions have $1.2B invested in Kadant in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 64 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $1.09B → $1.2B (+$107M)
8% more funds holding
Funds holding: 133 → 144 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.41% less ownership
Funds ownership: 95.81% → 95.41% (-0.41%)
58% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 64
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $219K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22.5M |
| 3 |
Neuberger Berman Group
New York
|
+$21.5M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.66M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$12.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$11.6M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.73M |
| 4 |
BlackRock
New York
|
-$6.82M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$6.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Squarepoint
New York
| – | -$292K | -2,927 | Closed |
|
|
SF
152
Synovus Financial
Columbus,
Georgia
| – | -$15K | -153 | Closed |
|
|
PCG
153
Private Capital Group
West Hartford,
Connecticut
| – | -$7K | -71 | Closed |
|
|
PA
154
Procyon Advisors
Shelton,
Connecticut
| – | -$7K | -69 | Closed |
|
|
KPW
155
Kore Private Wealth
New York
| – | -$5K | -56 | Closed |
|
KAI Hedge Fund Activity: Q3 2020 in Review
144 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2020, worth a combined $1.2B — up 9.8% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new KAI positions and 11 closed out — a net gain of 11 holders — while 27 added to existing stakes and 64 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.3M. The largest seller was Boston Trust Walden, cutting an estimated $12.9M.
- 144 institutional investors held Kadant (KAI) as of Q3 2020, up from 133 in Q2 2020.
- Funds reported $1.2B of Kadant stock for Q3 2020, up 9.8% quarter-over-quarter.
- 22 funds opened new Kadant positions in Q3 2020 and 11 closed out, a net change of +11 holders.
- The largest Kadant buyer in Q3 2020 was Fidelity Investments, an estimated $25.3M added.
- The largest Kadant seller in Q3 2020 was Boston Trust Walden, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2020.