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172 hedge funds and large institutions have $1B invested in Kadant in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $803K

7% more funds holding

Funds holding: 161172 (+11)

4% more capital invested

Capital invested by funds: $968M → $1B (+$36.5M)

0% less ownership

Funds ownership: 90.86%90.86% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
48
Reduced
64
Closed
19
Calls
$1.15M
Puts
$803K
Net Calls
+$342K
Net Calls Change
-$761K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
176
WBI Investments
New Jersey
-$1.62M -16,400 Closed
MAM
177
Martingale Asset Management
Massachusetts
-$1.58M -16,004 Closed
GAM
178
Gotham Asset Management
New York
-$1.02M -10,372 Closed
ARTA
179
A.R.T. Advisors
New York
-$1.02M -10,353 Closed
WCM
180
Wedge Capital Management
North Carolina
-$897K -9,100 Closed
MWNA
181
Marshall Wace North America
New York
-$717K -7,239 Closed
Balyasny Asset Management
182
Balyasny Asset Management
Illinois
-$656K -6,656 Closed
AP
183
AHL Partners
United Kingdom
-$650K -6,600 Closed
Bessemer Group
184
Bessemer Group
New Jersey
-$631K -6,400 Closed
IR
185
Invictus RG
Bermuda
-$476K -4,830 Closed
Citadel Advisors
186
Citadel Advisors
Florida
-$444K -4,508 Closed
HCM
187
Highbridge Capital Management
New York
-$302K -3,064 Closed
TRCT
188
Tower Research Capital (TRC)
New York
-$95.4K -940 Closed
PCM
189
Prelude Capital Management
New York
-$34K -350 Closed
GWM
190
Geneos Wealth Management
Colorado
-$10K -106 Closed
MWM
191
Mascoma Wealth Management
New Hampshire
-$2K -21 Closed

KAI Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2017, worth a combined $1B — up 3.8% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KAI positions and 19 closed out — a net gain of 12 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Kadant (KAI) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1B of Kadant stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 31 funds opened new Kadant positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2017 was Royce & Associates, an estimated $11.8M added.
  • The largest Kadant seller in Q4 2017 was Nationwide Fund Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q4 2017.