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190 hedge funds and large institutions have $1.91B invested in Kadant in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $372K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

5% more funds holding

Funds holding: 181190 (+9)

2% more capital invested

Capital invested by funds: $1.87B → $1.91B (+$38.5M)

0.65% less ownership

Funds ownership: 96.3%95.65% (-0.65%)

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
63
Reduced
57
Closed
15
Calls
$1.24M
Puts
$372K
Net Calls
+$871K
Net Calls Change
+$938K
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
176
West Paces Advisors
Georgia
$4.97K
PA
177
Parallel Advisors
California
$4.44K
CSPAM
178
Cary Street Partners Asset Management
Virginia
$3.55K
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.66K
RFG
180
RFP Financial Group
Georgia
$2.66K +$2.67K +15 New
AAG
181
Armstrong Advisory Group
Massachusetts
$2.13K +$2.14K +12 New
SWM
182
Spire Wealth Management
Virginia
$2K
SC
183
Schubert & Co
Texas
$1.07K -$178 -1 -14%
JWA
184
JFS Wealth Advisors
Pennsylvania
$888 +$178 +1 +25%
BIA
185
Bell Investment Advisors
California
$533 +$534 +3 New
SIC
186
SJS Investment Consulting
Ohio
$355 +$178 +1 +100%
AF
187
Advisornet Financial
Minnesota
$355 +$356 +2 New
TWA
188
TCI Wealth Advisors
Arizona
$178 -$3.92K -22 -96%
DI
189
Disciplined Investments
Oklahoma
$178 -$178 -1 -50%
UBS AM
190
UBS AM
Illinois
-$2.03M -12,172 Closed
SFI
191
Susquehanna Fundamental Investments
Pennsylvania
-$1.17M -7,028 Closed
Millennium Management
192
Millennium Management
New York
-$777K -4,658 Closed
EMCIP
193
Ewing Morris & Co Investment Partners
Ontario, Canada
-$775K -4,645 Closed
AG
194
Algert Global
California
-$667K -4,001 Closed
Jane Street
195
Jane Street
New York
-$627K -3,757 Closed
HIM
196
Hillsdale Investment Management
Ontario, Canada
-$500K -3,000 Closed
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
-$417K -2,500 Closed
VI
198
Versor Investments
New York
-$417K -2,500 Closed
Wellington Management Group
199
Wellington Management Group
Massachusetts
-$384K -2,300 Closed
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
-$266K -1,597 Closed

KAI Hedge Fund Activity: Q4 2022 in Review

190 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2022, worth a combined $1.91B — up 2.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 15 closed out — a net gain of 12 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $6.27M. The largest seller was Chevy Chase Trust, cutting an estimated $13.1M.

  • 190 institutional investors held Kadant (KAI) as of Q4 2022, up from 181 in Q3 2022.
  • Funds reported $1.91B of Kadant stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q4 2022 and 15 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2022 was BlackRock, an estimated $6.27M added.
  • The largest Kadant seller in Q4 2022 was Chevy Chase Trust, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2022.