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Kadant
KAI

191 hedge funds and large institutions have $2.04B invested in Kadant in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5% more funds holding

Funds holding: 182 → 191 (+9)

1.18% more ownership

Funds ownership: 94.82% → 96% (+1.2%)

1% less capital invested

Capital invested by funds: $2.06B → $2.04B (-$21.3M)

17% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 63

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
52
Reduced
63
Closed
10
Calls
$729K
Puts
–
Net Calls
+$729K
Net Calls Change
-$1.93M

Top Buyers

Rank Fund Capital Flow
1
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$12.6M
2
Goldman Sachs
Goldman Sachs
New York
+$9.39M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$9.17M
4
ProShare Advisors
ProShare Advisors
Maryland
+$8.31M
5
Morgan Stanley
Morgan Stanley
New York
+$6.6M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.14M
2
WA
Wasatch Advisors
Utah
-$8.06M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.11M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.64M
5
Wells Fargo
Wells Fargo
California
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$57K – – –
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$2.42K -13 -4%
PK
153
Pflug Koory
Nebraska
$46K – – –
Lazard Asset Management
154
Lazard Asset Management
New York
$44K – – –
CCM
155
Copeland Capital Management
Pennsylvania
$29K +$745 +4 +3%
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
FHA
157
First Horizon Advisors
Tennessee
$24K +$25K +134 New
QCG
158
Quadrant Capital Group
Ohio
$22K – – –
HS
159
Horan Securities
United States
$20K +$186 +1 +0.9%
S
160
SignatureFD
Georgia
$19K -$1.68K -9 -8%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$18K -$6.33K -34 -25%
CCM
162
Covington Capital Management
California
$18K – – –
OIA
163
Optimum Investment Advisors
Illinois
$18K – – –
SWM
164
Selective Wealth Management
Virginia
$18K – – –
Russell Investments Group
165
Russell Investments Group
United Kingdom
$15K -$9.69K -52 -38%
CWM
166
Curi Wealth Management
North Carolina
$12K – – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$12K +$7.82K +42 +162%
STCOSD
168
Sageworth Trust Company of South Dakota
South Dakota
$10K -$7.08K -38 -40%
KFI
169
Key Financial Inc
Pennsylvania
$10K – – –
Bessemer Group
170
Bessemer Group
New Jersey
$9K – – –
CCA
171
Column Capital Advisors
Indiana
$8K – – –
PFBT
172
Parkside Financial Bank & Trust
Missouri
$8K – – –
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
LC
174
Lindbrook Capital
California
$7K – – –
PCG
175
Private Capital Group
Connecticut
$6K – – –
4 5 6
7
8

KAI Hedge Fund Activity: Q2 2022 in Review

191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2022, worth a combined $2.04B — down 1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 10 closed out — a net gain of 13 holders — while 52 added to existing stakes and 63 trimmed.

The largest buyer was Chevy Chase Trust, adding an estimated $12.6M. The largest seller was Ameriprise, cutting an estimated $9.14M.

  • 191 institutional investors held Kadant (KAI) as of Q2 2022, up from 182 in Q1 2022.
  • Funds reported $2.04B of Kadant stock for Q2 2022, down 1% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2022 and 10 closed out, a net change of +13 holders.
  • The largest Kadant buyer in Q2 2022 was Chevy Chase Trust, an estimated $12.6M added.
  • The largest Kadant seller in Q2 2022 was Ameriprise, an estimated $9.14M sold.

Based on aggregated 13F filings for Q2 2022.