259 hedge funds and large institutions have $3.96B invested in Kadant in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+23
Holders Change %
+9.75%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
70
Reduced
107
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$280K +$18.7K +57 +7%
WB
177
WesBanco Bank
West Virginia
$279K +$279K +850 New
MM
178
MQS Management
New York
$278K +$278K +848 New
CWM
179
Congress Wealth Management
Massachusetts
$273K
Simplex Trading
180
Simplex Trading
Illinois
$273K +$233K +711 +583%
SW
181
SkyOak Wealth
Michigan
$257K +$257K +784 New
TC
182
TownSquare Capital
Utah
$249K +$249K +760 New
PIM
183
Penobscot Investment Management
Massachusetts
$246K
BF
184
BOK Financial
Oklahoma
$245K
HighTower Advisors
185
HighTower Advisors
Illinois
$243K +$243K +740 New
Capstone Investment Advisors
186
Capstone Investment Advisors
New York
$241K -$425K -1,294 -64%
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$240K
DTL
188
Dynamic Technology Lab
Singapore
$239K +$239K +727 New
X
189
Xponance
Pennsylvania
$232K +$232K +707 New
RSWM
190
Robertson Stephens Wealth Management
California
$228K +$228K +695 New
LNC
191
Lincoln National Corp
Pennsylvania
$226K +$226K +690 New
A
192
AlphaQuest
New York
$222K +$222K +678 New
SIG
193
Stonegate Investment Group
Alabama
$221K -$27.2K -83 -11%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$221K +$221K +673 New
WA
195
Wealth Alliance
New York
$220K +$220K +671 New
PAG
196
Private Advisor Group
New Jersey
$216K +$216K +659 New
BPA
197
Beacon Pointe Advisors
California
$215K -$27.9K -85 -11%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$212K +$212K +645 New
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$209K +$209K +638 New
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$204K -$202K -614 -50%