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184 hedge funds and large institutions have $2.44B invested in Kadant in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $2.13B → $2.44B (+$312M)

10% more funds holding

Funds holding: 168184 (+16)

0.5% more ownership

Funds ownership: 94.36%94.86% (+0.5%)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

Holders
184
Holders Change
+16
Holders Change %
+9.52%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
63
Closed
14
Calls
$3.23M
Puts
Net Calls
+$3.23M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
151
Washington Trust Advisors
Massachusetts
$57K +$54.8K +246 New
ACM
152
Aquatic Capital Management
Illinois
$46K +$44.6K +200 New
CCM
153
Copeland Capital Management
Pennsylvania
$35K +$223 +1 +0.7%
UFF
154
USA Financial Formulas
Michigan
$33K +$31.9K +143 New
FHA
155
First Horizon Advisors
Tennessee
$30K
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
S
157
SignatureFD
Georgia
$29K +$223 +1 +0.8%
QCG
158
Quadrant Capital Group
Ohio
$28K -$4.9K -22 -15%
HS
159
Horan Securities
United States
$25K +$24.5K +110 New
CCM
160
Covington Capital Management
California
$23K
OIA
161
Optimum Investment Advisors
Illinois
$23K
CWS
162
Confluence Wealth Services
Pennsylvania
$23K +$22.3K +100 New
ST
163
Sageworth Trust
Pennsylvania
$22K -$70.9K -318 -77%
LSA
164
Leonteq Securities AG
Switzerland
$18.7K -$2.01K -9 -10%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$17K +$14.5K +65 +650%
CWM
166
Curi Wealth Management
North Carolina
$14K +$14.5K +65 New
Bessemer Group
167
Bessemer Group
New Jersey
$11K
FCA
168
FinTrust Capital Advisors
South Carolina
$10K -$40.8K -183 -81%
CCA
169
Column Capital Advisors
Indiana
$10K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$10K +$9.81K +44 New
SMG
171
Spectrum Management Group
Indiana
$10K +$10K +45 New
LC
172
Lindbrook Capital
California
$9K -$1.34K -6 -14%
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$9K +$8.91K +40 New
PCG
174
Private Capital Group
Connecticut
$8K +$6.02K +27 +386%
WPA
175
West Paces Advisors
Georgia
$6.45K +$669 +3 +12%

KAI Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2021, worth a combined $2.44B — up 15% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 14 closed out — a net gain of 16 holders — while 53 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $99.3M.

  • 184 institutional investors held Kadant (KAI) as of Q4 2021, up from 168 in Q3 2021.
  • Funds reported $2.44B of Kadant stock for Q4 2021, up 15% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q4 2021 and 14 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q4 2021 was Ameriprise, an estimated $46.2M added.
  • The largest Kadant seller in Q4 2021 was Wells Fargo, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2021.