Kadant
163 hedge funds and large institutions have $1.09B invested in Kadant in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $949M → $1.09B (+$144M)
0.19% more ownership
Funds ownership: 91.13% → 91.33% (+0.19%)
2% less funds holding
Funds holding: 167 → 163 (-4)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
29% less call options, than puts
Call options by funds: $722K | Put options by funds: $1.01M
36% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$55.3M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$6.89M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$5.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.12M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$21.5M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$9.25M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.04M |
| 4 |
Renaissance Technologies
New York
|
-$6.52M |
| 5 |
Millennium Management
New York
|
-$5.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USAA
176
United Services Automobile Association
San Antonio,
Texas
| – | -$269K | -2,800 | Closed |
|
177
Teacher Retirement System of Texas
Austin,
Texas
| – | -$215K | -2,237 | Closed |
|
178
Simplex Trading
Chicago,
Illinois
| – | -$142K | -1,480 | Closed |
|
|
CMBA
179
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$113K | -1,175 | Closed |
|
180
SEI Investments
Oaks,
Pennsylvania
| – | -$18K | -191 | Closed |
|
|
PIA
181
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$18K | -190 | Closed |
|
|
MA
182
MUFG Americas
New York
| – | -$14K | -141 | Closed |
|
183
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$1K | -10 | Closed |
|
KAI Hedge Fund Activity: Q3 2018 in Review
163 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2018, worth a combined $1.09B — up 15% from $949M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of KAI and 18 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 38 added.
The largest buyer was Wasatch Advisors, adding an estimated $55.3M. The largest seller was BlackRock, cutting an estimated $21.5M.
- 163 institutional investors held Kadant (KAI) as of Q3 2018, down from 167 in Q2 2018.
- Funds reported $1.09B of Kadant stock for Q3 2018, up 15% quarter-over-quarter.
- 18 funds opened new Kadant positions in Q3 2018 and 21 closed out, a net change of -3 holders.
- The largest Kadant buyer in Q3 2018 was Wasatch Advisors, an estimated $55.3M added.
- The largest Kadant seller in Q3 2018 was BlackRock, an estimated $21.5M sold.
Based on aggregated 13F filings for Q3 2018.