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162 hedge funds and large institutions have $1.83B invested in Kadant in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 160162 (+2)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.64% less ownership

Funds ownership: 95.4%93.76% (-1.6%)

5% less capital invested

Capital invested by funds: $1.94B → $1.83B (-$106M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
57
Reduced
56
Closed
13
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$8K
HI
152
Harbour Investments
Wisconsin
$7K
WPA
153
West Paces Advisors
Georgia
$4.4K +$4.4K +25 New
APA
154
American Portfolios Advisors
New York
$4.05K -$3.52K -20 -47%
SL
155
Savior LLC
Massachusetts
$4K
PA
156
Parallel Advisors
California
$3K
JFGIW
157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$176 +1 +7%
AIG
158
American International Group
New York
$1.14K -$36.3K -206 -3%
GWM
159
Geneos Wealth Management
Colorado
$1K -$3.52K -20 -77%
PCG
160
Private Capital Group
Connecticut
$1K
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$1K +$528 +3 +43%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$507 +$15.8K +90 +3%
CB
163
Cooke & Bieler
Pennsylvania
-$28.5M -153,980 Closed
IWC
164
Integrated Wealth Concepts
Massachusetts
-$7.82M -42,268 Closed
EGI
165
EAM Global Investors
California
-$2.8M -15,127 Closed
EI
166
EAM Investors
California
-$1.99M -10,748 Closed
Creative Planning
167
Creative Planning
Kansas
-$201K -1,088 Closed
FF
168
FourThought Financial
Florida
-$155K -843 Closed
UFF
169
USA Financial Formulas
Michigan
-$65K -352 Closed
WAP
170
Wealthcare Advisory Partners
Pennsylvania
-$9K -46 Closed
EP
171
Eudaimonia Partners
Tennessee
-$3K -18 Closed
IAIM
172
International Assets Investment Management
Florida
-$2K -15 Closed
OC
173
Oakworth Capital
Alabama
-$2K -11 Closed
QT
174
Quantbot Technologies
New York
-$1K -10 Closed
MWP
175
Meridian Wealth Partners
Pennsylvania
-$1K -3 Closed

KAI Hedge Fund Activity: Q2 2021 in Review

162 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2021, worth a combined $1.83B — down 5.5% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KAI positions and 13 closed out — a net gain of 2 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $28.6M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $28.5M sold.

  • 162 institutional investors held Kadant (KAI) as of Q2 2021, up from 160 in Q1 2021.
  • Funds reported $1.83B of Kadant stock for Q2 2021, down 5.5% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2021 and 13 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q2 2021 was Capital International Investors, an estimated $28.6M added.
  • The largest Kadant seller in Q2 2021 was Cooke & Bieler, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2021.