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191 hedge funds and large institutions have $2.04B invested in Kadant in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more funds holding

Funds holding: 182191 (+9)

1.18% more ownership

Funds ownership: 94.82%96% (+1.2%)

1% less capital invested

Capital invested by funds: $2.06B → $2.04B (-$21.3M)

17% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 63

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
52
Reduced
63
Closed
10
Calls
$729K
Puts
Net Calls
+$729K
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
176
West Paces Advisors
Georgia
$5.11K
TWA
177
TCI Wealth Advisors
Arizona
$4K +$4.1K +22 New
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
HF
179
Halpern Financial
Virginia
$2.19K +$2.23K +12 New
PA
180
Parallel Advisors
California
$2K -$1.3K -7 -39%
IA
181
IFP Advisors
Florida
$2K
C
182
Covestor
United Kingdom
$1K -$373 -2 -40%
GWM
183
Geneos Wealth Management
Colorado
$1K
MCM
184
Manchester Capital Management
Vermont
$1K +$1.12K +6 New
SC
185
Schubert & Co
Texas
$1K +$1.12K +6 +600%
HT
186
HighTower Trust
Texas
$644 +$908K +4,875 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$213 -$2.79K -15 -1%
EGM
188
Engineers Gate Manager
New York
-$287K -1,476 Closed
ECM
189
EMC Capital Management
Texas
-$235K -1,270 Closed
MM
190
MQS Management
New York
-$220K -1,132 Closed
OSAM
191
O'Shaughnessy Asset Management
Connecticut
-$216K -1,112 Closed
Prudential Financial
192
Prudential Financial
New Jersey
-$205K -1,056 Closed
WTA
193
Washington Trust Advisors
Massachusetts
-$48K -246 Closed
DFCM
194
Dark Forest Capital Management
Puerto Rico
-$34K -178 Closed
SC
195
Siena Capital
Ohio
-$6.33K -34 -94%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
-$1.94K -10 Closed
T
197
TCWP
Ohio
-$1K -10 Closed
JWA
198
JFS Wealth Advisors
Pennsylvania
-$373 -2 -50%
SFG
199
Steward Financial Group
Texas
+$373 +2 New

KAI Hedge Fund Activity: Q2 2022 in Review

191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2022, worth a combined $2.04B — down 1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 10 closed out — a net gain of 13 holders — while 52 added to existing stakes and 63 trimmed.

The largest buyer was Chevy Chase Trust, adding an estimated $12.6M. The largest seller was Ameriprise, cutting an estimated $9.14M.

  • 191 institutional investors held Kadant (KAI) as of Q2 2022, up from 182 in Q1 2022.
  • Funds reported $2.04B of Kadant stock for Q2 2022, down 1% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2022 and 10 closed out, a net change of +13 holders.
  • The largest Kadant buyer in Q2 2022 was Chevy Chase Trust, an estimated $12.6M added.
  • The largest Kadant seller in Q2 2022 was Ameriprise, an estimated $9.14M sold.

Based on aggregated 13F filings for Q2 2022.