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182 hedge funds and large institutions have $2.06B invested in Kadant in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 94.86%94.82% (-0.04%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

1% less funds holding

Funds holding: 184182 (-2)

16% less capital invested

Capital invested by funds: $2.44B → $2.06B (-$383M)

19% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
52
Reduced
64
Closed
26
Calls
$2.66M
Puts
Net Calls
+$2.66M
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
TRCT
152
Tower Research Capital (TRC)
New York
$24K -$35.8K -175 -59%
QCG
153
Quadrant Capital Group
Ohio
$23K
S
154
SignatureFD
Georgia
$22K -$2.86K -14 -11%
HS
155
Horan Securities
United States
$21K
CCM
156
Covington Capital Management
California
$20K
OIA
157
Optimum Investment Advisors
Illinois
$19K
SWM
158
Selective Wealth Management
Virginia
$19K +$19.8K +97 New
STCOSD
159
Sageworth Trust Company of South Dakota
South Dakota
$18K -$44.8K -219 -70%
LSA
160
Leonteq Securities AG
Switzerland
$15.3K -$409 -2 -2%
CWM
161
Curi Wealth Management
North Carolina
$12K
Bessemer Group
162
Bessemer Group
New Jersey
$10K
KFI
163
Key Financial Inc
Pennsylvania
$10K +$10.6K +52 New
CCA
164
Column Capital Advisors
Indiana
$9K
PFBT
165
Parkside Financial Bank & Trust
Missouri
$9K
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$8K
LC
167
Lindbrook Capital
California
$7K
SC
168
Siena Capital
Ohio
$7K +$7.36K +36 New
PCG
169
Private Capital Group
Connecticut
$6K -$818 -4 -12%
WPA
170
West Paces Advisors
Georgia
$5.44K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$5K -$10K -49 -65%
PA
172
Parallel Advisors
California
$4K -$1.84K -9 -33%
JFGIW
173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
IA
174
IFP Advisors
Florida
$2K +$4.09K +20 New
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$1.94K

KAI Hedge Fund Activity: Q1 2022 in Review

182 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2022, worth a combined $2.06B — down 16% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of KAI and 25 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 52 added.

The largest buyer was Ameriprise, adding an estimated $39M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 182 institutional investors held Kadant (KAI) as of Q1 2022, down from 184 in Q4 2021.
  • Funds reported $2.06B of Kadant stock for Q1 2022, down 16% quarter-over-quarter.
  • 25 funds opened new Kadant positions in Q1 2022 and 26 closed out, a net change of -1 holder.
  • The largest Kadant buyer in Q1 2022 was Ameriprise, an estimated $39M added.
  • The largest Kadant seller in Q1 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2022.