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280 hedge funds and large institutions have $4.37B invested in Kadant in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $3.72B → $4.37B (+$649M)

9% more funds holding

Funds holding: 257280 (+23)

2.11% more ownership

Funds ownership: 107.82%109.94% (+2.1%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

42% less call options, than puts

Call options by funds: $2.84M | Put options by funds: $4.89M

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
87
Reduced
92
Closed
21
Calls
$2.84M
Puts
$4.89M
Net Calls
-$2.06M
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$546K +$282K +883 +120%
Cerity Partners
152
Cerity Partners
New York
$538K +$508K +1,591 New
HSBC Holdings
153
HSBC Holdings
United Kingdom
$525K -$483K -1,512 -49%
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$469K -$31.9K -100 -7%
CWM
155
Congress Wealth Management
Massachusetts
$468K +$443K +1,386 New
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$468K
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$459K +$434K +1,359 New
DADC
158
D.A. Davidson & Co
Montana
$457K
DT
159
Diversified Trust
Tennessee
$452K +$169K +530 +66%
LPL Financial
160
LPL Financial
California
$445K -$7.03K -22 -2%
VF
161
Virtu Financial
New York
$444K +$420K +1,314 New
Canada Life
162
Canada Life
Manitoba, Canada
$437K
RJT
163
Raymond James Trust
Florida
$427K -$94.5K -296 -19%
QPW
164
Quantum Private Wealth
Florida
$415K
II
165
Inspire Investing
Idaho
$412K +$6.71K +21 +2%
KWM
166
Kolinsky Wealth Management
New Jersey
$409K +$958 +3 +0.2%
ATC
167
Argent Trust Co
Tennessee
$405K +$24.3K +76 +7%
AIP
168
Ameritas Investment Partners
Nebraska
$394K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$385K
SSA
170
Schonfeld Strategic Advisors
New York
$346K -$239K -747 -42%
HW
171
Hancock Whitney
Mississippi
$339K -$16.6K -52 -5%
Prudential Financial
172
Prudential Financial
New Jersey
$319K -$24K -75 -7%
TC
173
TownSquare Capital
Utah
$318K +$22.4K +70 +8%
Verition Fund Management
174
Verition Fund Management
Connecticut
$317K +$300K +939 New
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$302K

KAI Hedge Fund Activity: Q3 2024 in Review

280 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2024, worth a combined $4.37B — up 17% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KAI positions and 21 closed out — a net gain of 25 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $29.2M. The largest seller was Wasatch Advisors, cutting an estimated $16.1M.

  • 280 institutional investors held Kadant (KAI) as of Q3 2024, up from 257 in Q2 2024.
  • Funds reported $4.37B of Kadant stock for Q3 2024, up 17% quarter-over-quarter.
  • 46 funds opened new Kadant positions in Q3 2024 and 21 closed out, a net change of +25 holders.
  • The largest Kadant buyer in Q3 2024 was Riverbridge Partners, an estimated $29.2M added.
  • The largest Kadant seller in Q3 2024 was Wasatch Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.