We are live on ! Find out more

201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $496K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

22% more capital invested

Capital invested by funds: $1.91B → $2.33B (+$419M)

6% more funds holding

Funds holding: 190201 (+11)

0.14% more ownership

Funds ownership: 95.65%95.8% (+0.14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
151
Harbor Investment Advisory
Maryland
$123K
Canada Life
152
Canada Life
Manitoba, Canada
$119K
Asset Management One
153
Asset Management One
Japan
$101K +$98K +483 New
AF
154
Arrow Financial
New York
$100K -$66.8K -329 -41%
Osaic Holdings
155
Osaic Holdings
Arizona
$83.8K -$39K -192 -32%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$80K -$11K -54 -12%
WT
157
Whittier Trust
California
$78.2K
BAAM
158
Baker Avenue Asset Management
California
$70.7K
TRCT
159
Tower Research Capital (TRC)
New York
$66K +$24.8K +122 +62%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$63.2K
C
161
Covestor
United Kingdom
$63K -$203 -1 -0.3%
Fidelity International
162
Fidelity International
Bermuda
$57.3K
LSA
163
Leonteq Securities AG
Switzerland
$56.5K +$31.3K +154 +132%
PK
164
Pflug Koory
Nebraska
$52.1K
ASN
165
Advisory Services Network
Georgia
$37.1K
CCM
166
Copeland Capital Management
Pennsylvania
$37K +$2.84K +14 +8%
S
167
SignatureFD
Georgia
$32.9K +$203 +1 +0.6%
DFCM
168
Dark Forest Capital Management
Puerto Rico
$28.8K +$11.6K +57 +70%
FHA
169
First Horizon Advisors
Tennessee
$28.2K +$203 +1 +0.7%
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.1K
PPC
171
Park Place Capital
Alabama
$25.2K
QCG
172
Quadrant Capital Group
Ohio
$23.4K
HS
173
Horan Securities
United States
$23.1K
ACM
174
Aquatic Capital Management
Illinois
$21K -$60.9K -300 -75%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$203 +1 +1%

KAI Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.

  • 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
  • Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
  • 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
  • The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.