We are live on ! Find out more

190 hedge funds and large institutions have $1.91B invested in Kadant in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $372K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

5% more funds holding

Funds holding: 181190 (+9)

2% more capital invested

Capital invested by funds: $1.87B → $1.91B (+$38.5M)

0.65% less ownership

Funds ownership: 96.3%95.65% (-0.65%)

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
63
Reduced
57
Closed
15
Calls
$1.24M
Puts
$372K
Net Calls
+$871K
Net Calls Change
+$938K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$35K -$106K -597 -75%
Lazard Asset Management
152
Lazard Asset Management
New York
$33K +$33.3K +187 New
ASN
153
Advisory Services Network
Georgia
$31.6K +$31.7K +178 New
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$31K -$2.85K -16 -8%
CCM
155
Copeland Capital Management
Pennsylvania
$29K +$534 +3 +2%
S
156
SignatureFD
Georgia
$27.9K +$10.3K +58 +59%
FHA
157
First Horizon Advisors
Tennessee
$24K
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.1K
PPC
159
Park Place Capital
Alabama
$21K +$21.5K +121 New
LSA
160
Leonteq Securities AG
Switzerland
$20.8K -$45.4K -255 -69%
QCG
161
Quadrant Capital Group
Ohio
$19.9K
HS
162
Horan Securities
United States
$19.7K
SPIA
163
Steward Partners Investment Advisory
New York
$18.7K +$18.7K +105 New
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$36.3K -204 -67%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$17.8K
OIA
166
Optimum Investment Advisors
Illinois
$17.8K
Russell Investments Group
167
Russell Investments Group
United Kingdom
$15.1K
DFCM
168
Dark Forest Capital Management
Puerto Rico
$14.4K -$7.83K -44 -35%
BAM
169
Belpointe Asset Management
Nevada
$9.59K +$9.61K +54 New
FCA
170
Fortis Capital Advisors
Kansas
$9.59K +$9.61K +54 New
AF
171
Allworth Financial
California
$9.24K +$9.25K +52 New
KFI
172
Key Financial Inc
Pennsylvania
$8.67K
CCA
173
Column Capital Advisors
Indiana
$7.82K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$7.82K
LC
175
Lindbrook Capital
California
$7.11K -$890 -5 -11%

KAI Hedge Fund Activity: Q4 2022 in Review

190 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2022, worth a combined $1.91B — up 2.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 15 closed out — a net gain of 12 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $6.27M. The largest seller was Chevy Chase Trust, cutting an estimated $13.1M.

  • 190 institutional investors held Kadant (KAI) as of Q4 2022, up from 181 in Q3 2022.
  • Funds reported $1.91B of Kadant stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q4 2022 and 15 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2022 was BlackRock, an estimated $6.27M added.
  • The largest Kadant seller in Q4 2022 was Chevy Chase Trust, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2022.