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181 hedge funds and large institutions have $1.87B invested in Kadant in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 96%96.3% (+0.3%)

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

5% less funds holding

Funds holding: 191181 (-10)

8% less capital invested

Capital invested by funds: $2.04B → $1.87B (-$168M)

15% less call options, than puts

Call options by funds: $367K | Put options by funds: $434K

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
181
Holders Change
-10
Holders Change %
-5.24%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
58
Reduced
61
Closed
25
Calls
$367K
Puts
$434K
Net Calls
-$67K
Net Calls Change
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$1K +$372 +2 +100%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$208 -$4.28K -23 -2%
AR
178
Advisory Research
Illinois
-$1.4M -7,659 Closed
N
179
Natixis
France
-$1.28M -7,000 Closed
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
-$1.25M -6,841 Closed
CIC
181
Cornercap Investment Counsel
Georgia
-$1.05M -5,757 Closed
HT
182
HighTower Trust
Texas
-$644 -4,875 Closed
Royal London Asset Management
183
Royal London Asset Management
United Kingdom
-$772K -4,227 Closed
CSS
184
Cubist Systematic Strategies
Connecticut
-$614K -3,367 Closed
KFA
185
Krane Funds Advisors
New York
-$436K -2,391 Closed
GCM
186
Graham Capital Management
Connecticut
-$326K -1,788 Closed
GAM
187
Gotham Asset Management
New York
-$307K -1,683 Closed
Marshall Wace
188
Marshall Wace
United Kingdom
-$280K -1,532 Closed
QT
189
Quantbot Technologies
New York
-$268K -1,472 Closed
FL
190
Fort LP
Maryland
-$228K -1,251 Closed
JF
191
Jump Financial
Illinois
-$220K -1,207 Closed
DS
192
Dudley & Shanley
Florida
-$212K -1,160 Closed
VI
193
Vestcor Inc
New Brunswick, Canada
-$179K -983 Closed
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
-$57K -315 Closed
Lazard Asset Management
195
Lazard Asset Management
New York
-$44K -244 Closed
CWM
196
Curi Wealth Management
North Carolina
-$12K -65 Closed
STCOSD
197
Sageworth Trust Company of South Dakota
South Dakota
-$10K -57 Closed
Bessemer Group
198
Bessemer Group
New Jersey
-$9K -49 Closed
HF
199
Halpern Financial
Virginia
-$2.19K -12 Closed
GWM
200
Geneos Wealth Management
Colorado
-$1K -6 Closed

KAI Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2022, worth a combined $1.87B — down 8.2% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KAI and 17 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 58 added.

The largest buyer was Chevy Chase Trust, adding an estimated $10.7M. The largest seller was Wasatch Advisors, cutting an estimated $10.2M.

  • 181 institutional investors held Kadant (KAI) as of Q3 2022, down from 191 in Q2 2022.
  • Funds reported $1.87B of Kadant stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 17 funds opened new Kadant positions in Q3 2022 and 25 closed out, a net change of -8 holders.
  • The largest Kadant buyer in Q3 2022 was Chevy Chase Trust, an estimated $10.7M added.
  • The largest Kadant seller in Q3 2022 was Wasatch Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2022.