199 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+11
Holders Change %
+5.85%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
74
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$11.3K
FCA
177
Fortis Capital Advisors
Kansas
$11.3K
AF
178
Allworth Financial
California
$10.8K
KFI
179
Key Financial Inc
Pennsylvania
$10.8K
HWM
180
HighMark Wealth Management
Minnesota
$9.38K +$9.38K +45 New
PFBT
181
Parkside Financial Bank & Trust
Missouri
$9.18K
CCA
182
Column Capital Advisors
Indiana
$9.18K
LC
183
Lindbrook Capital
California
$8.34K
PA
184
Parallel Advisors
California
$7.3K +$2.09K +10 +40%
WPA
185
West Paces Advisors
Georgia
$5.84K
SPIA
186
Steward Partners Investment Advisory
New York
$5.21K -$16.7K -80 -76%
CSPAM
187
Cary Street Partners Asset Management
Virginia
$4.17K
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.13K
RFG
189
RFP Financial Group
Georgia
$3.13K
AAG
190
Armstrong Advisory Group
Massachusetts
$2.5K
SWM
191
Spire Wealth Management
Virginia
$2.09K
SC
192
Schubert & Co
Texas
$1.67K +$417 +2 +33%
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.46K +$417 +2 +40%
JFA
194
JNBA Financial Advisors
Minnesota
$1.46K +$1.46K +7 New
SFG
195
Steward Financial Group
Texas
$1K +$714 +5 +250%
BIA
196
Bell Investment Advisors
California
$626
SIC
197
SJS Investment Consulting
Ohio
$626 +$209 +1 +50%
AF
198
Advisornet Financial
Minnesota
$417
DI
199
Disciplined Investments
Oklahoma
$417 +$209 +1 +100%
TWA
200
TCI Wealth Advisors
Arizona
$209