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207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
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
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.9K
FHA
177
First Horizon Advisors
Tennessee
$30.6K
PPC
178
Park Place Capital
Alabama
$27.3K
QCG
179
Quadrant Capital Group
Ohio
$26.2K
S
180
SignatureFD
Georgia
$25K -$9.96K -46 -29%
HL
181
HeadInvest LLC
Maine
$24.8K +$23.8K +110 New
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K -$217 -1 -1%
OIA
183
Optimum Investment Advisors
Illinois
$22.6K
CFB
184
Cullen/Frost Bankers
Texas
$21.4K
AF
185
Advisornet Financial
Minnesota
$18.9K
CIM
186
Contravisory Investment Management
Massachusetts
$17.4K +$16.7K +77 New
PA
187
Parallel Advisors
California
$15.1K +$6.93K +32 +91%
AF
188
Allworth Financial
California
$11.8K
SPIA
189
Steward Partners Investment Advisory
New York
$11.7K -$5.41K -25 -32%
KFI
190
Key Financial Inc
Pennsylvania
$11.7K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$9.93K
CCA
192
Column Capital Advisors
Indiana
$9.92K
LC
193
Lindbrook Capital
California
$9.02K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$5K -$5.41K -25 -53%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$4.51K +$4.33K +20 New
RFG
196
RFP Financial Group
Georgia
$3.38K
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$3.16K +$3.03K +14 New
AAG
198
Armstrong Advisory Group
Massachusetts
$2.71K
JFA
199
JNBA Financial Advisors
Minnesota
$1.58K
JWA
200
JFS Wealth Advisors
Pennsylvania
$1.35K

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.