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260 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, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

26% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.81M

19% more capital invested

Capital invested by funds: $3.34B → $3.96B (+$620M)

10% more funds holding

Funds holding: 237260 (+23)

1.26% more ownership

Funds ownership: 101.72%102.98% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
260
Holders Change
+23
Holders Change %
+9.7%
% 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
108
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$283K -$16.6K -55 -6%
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$280K +$17.2K +57 +7%
WB
178
WesBanco Bank
West Virginia
$279K +$256K +850 New
MM
179
MQS Management
New York
$278K +$256K +848 New
CWM
180
Congress Wealth Management
Massachusetts
$273K
Simplex Trading
181
Simplex Trading
Illinois
$273K +$214K +711 +583%
SW
182
SkyOak Wealth
Michigan
$257K +$236K +784 New
TC
183
TownSquare Capital
Utah
$249K +$229K +760 New
PIM
184
Penobscot Investment Management
Massachusetts
$246K
BF
185
BOK Financial
Oklahoma
$245K
HighTower Advisors
186
HighTower Advisors
Illinois
$243K +$223K +740 New
Capstone Investment Advisors
187
Capstone Investment Advisors
New York
$241K -$390K -1,294 -64%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$240K
DTL
189
Dynamic Technology Lab
Singapore
$239K +$219K +727 New
X
190
Xponance
Pennsylvania
$232K +$213K +707 New
RSWM
191
Robertson Stephens Wealth Management
California
$228K +$210K +695 New
LNC
192
Lincoln National Corp
Pennsylvania
$226K +$208K +690 New
A
193
AlphaQuest
New York
$222K +$205K +678 New
SIG
194
Stonegate Investment Group
Alabama
$221K -$25K -83 -11%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$221K +$203K +673 New
WA
196
Wealth Alliance
New York
$220K +$202K +671 New
PAG
197
Private Advisor Group
New Jersey
$216K +$199K +659 New
BPA
198
Beacon Pointe Advisors
California
$215K -$25.6K -85 -11%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$212K +$195K +645 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$209K +$192K +638 New

KAI Hedge Fund Activity: Q1 2024 in Review

260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2024, worth a combined $3.96B — up 19% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KAI positions and 23 closed out — a net gain of 24 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Vanguard Group, adding an estimated $92.4M. The largest seller was Wasatch Advisors, cutting an estimated $30.7M.

  • 260 institutional investors held Kadant (KAI) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $3.96B of Kadant stock for Q1 2024, up 19% quarter-over-quarter.
  • 47 funds opened new Kadant positions in Q1 2024 and 23 closed out, a net change of +24 holders.
  • The largest Kadant buyer in Q1 2024 was Vanguard Group, an estimated $92.4M added.
  • The largest Kadant seller in Q1 2024 was Wasatch Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.