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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$17.1K +$10.4K +52 +208%
AF
177
Allworth Financial
California
$11.6K
KFI
178
Key Financial Inc
Pennsylvania
$11.5K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$10K -$67.7K -338 -88%
PFBT
180
Parkside Financial Bank & Trust
Missouri
$9.77K
CCA
181
Column Capital Advisors
Indiana
$9.77K
LC
182
Lindbrook Capital
California
$8.88K
PA
183
Parallel Advisors
California
$7.77K
RFG
184
RFP Financial Group
Georgia
$3.33K
AAG
185
Armstrong Advisory Group
Massachusetts
$2.67K
JFA
186
JNBA Financial Advisors
Minnesota
$1.55K
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.33K -$200 -1 -14%
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1K +5 New
BIA
189
Bell Investment Advisors
California
$667
SIC
190
SJS Investment Consulting
Ohio
$445 -$200 -1 -33%
LSA
191
Leonteq Securities AG
Switzerland
$444 -$53.9K -269 -99%
DI
192
Disciplined Investments
Oklahoma
$444
TI
193
Trexquant Investment
Connecticut
-$1.1M -5,292 Closed
JF
194
Jump Financial
Illinois
-$938K -4,500 Closed
Wellington Management Group
195
Wellington Management Group
Massachusetts
-$574K -2,755 Closed
Squarepoint
196
Squarepoint
New York
-$367K -1,758 Closed
YIH
197
Y-Intercept (HK)
Hong Kong
-$334K -1,600 Closed
AG
198
Algert Global
California
-$309K -1,480 Closed
Wolverine Trading
199
Wolverine Trading
Illinois
-$280K -1,372 Closed
Mackenzie Financial
200
Mackenzie Financial
Ontario, Canada
-$261K -1,250 Closed

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.