We are live on ! Find out more

207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
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
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$236K +$227K +1,048 New
Canada Life
152
Canada Life
Manitoba, Canada
$236K +$130K +600 +135%
ABC
153
Associated Banc-Corp
Wisconsin
$229K +$8.88K +41 +4%
CT
154
Coastline Trust
Rhode Island
$226K
CSS
155
Cubist Systematic Strategies
Connecticut
$219K -$318K -1,467 -60%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$204K -$276K -1,276 -59%
VRS
157
Virginia Retirement Systems
Virginia
$203K +$195K +900 New
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$201K
ATC
159
Argent Trust Co
Tennessee
$200K +$192K +888 New
Lazard Asset Management
160
Lazard Asset Management
New York
$193K -$847K -3,910 -82%
BCV
161
Banque Cantonale Vaudoise
Switzerland
$152K -$6.93K -32 -5%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$152K +$8.01K +37 +6%
PMEF
163
Point72 Middle East FZE
United Arab Emirates
$121K +$116K +536 New
Osaic Holdings
164
Osaic Holdings
Arizona
$95.7K +$1.73K +8 +2%
WT
165
Whittier Trust
California
$84.6K
BAAM
166
Baker Avenue Asset Management
California
$76.5K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$75.8K +$51.1K +236 +236%
HIA
168
Harbor Investment Advisory
Maryland
$73.5K -$57.6K -266 -45%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$68.3K
PK
170
Pflug Koory
Nebraska
$56.4K
Comerica Bank
171
Comerica Bank
Texas
$50.6K +$48.5K +224 New
SO
172
STRS Ohio
Ohio
$45K -$217K -1,000 -83%
Fidelity International
173
Fidelity International
Bermuda
$44.9K
CCM
174
Copeland Capital Management
Pennsylvania
$32.7K +$217 +1 +0.7%
KBC Group
175
KBC Group
Belgium
$32K +$30.7K +142 New

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.