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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$198K
BCV
152
Banque Cantonale Vaudoise
Switzerland
$157K -$304K -1,516 -68%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$141K +$4.81K +24 +4%
HIA
154
Harbor Investment Advisory
Maryland
$131K
Asset Management One
155
Asset Management One
Japan
$111K +$3.6K +18 +4%
Canada Life
156
Canada Life
Manitoba, Canada
$99K -$25.4K -127 -22%
Osaic Holdings
157
Osaic Holdings
Arizona
$92.4K +$2.8K +14 +3%
WT
158
Whittier Trust
California
$83.3K
BAAM
159
Baker Avenue Asset Management
California
$75.3K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$67.3K
PK
161
Pflug Koory
Nebraska
$55.5K
Fidelity International
162
Fidelity International
Bermuda
$44.2K -$15.2K -76 -28%
S
163
SignatureFD
Georgia
$34.9K -$200 -1 -0.6%
CCM
164
Copeland Capital Management
Pennsylvania
$32K -$7.01K -35 -20%
FHA
165
First Horizon Advisors
Tennessee
$30.1K
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.9K
PPC
167
Park Place Capital
Alabama
$26.9K
QCG
168
Quadrant Capital Group
Ohio
$25.8K +$801 +4 +4%
HS
169
Horan Securities
United States
$24.7K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$22.2K
OIA
171
Optimum Investment Advisors
Illinois
$22.2K
C
172
Covestor
United Kingdom
$22K -$41.1K -205 -68%
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K
CFB
174
Cullen/Frost Bankers
Texas
$21.1K +$19K +95 New
AF
175
Advisornet Financial
Minnesota
$18.7K +$16.4K +82 +4,100%

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.