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257 hedge funds and large institutions have $3.72B invested in Kadant in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.2M

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

4.85% more ownership

Funds ownership: 102.98%107.82% (+4.8%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 260257 (-3)

6% less capital invested

Capital invested by funds: $3.96B → $3.72B (-$241M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
103
Reduced
71
Closed
39
Calls
$2.82M
Puts
$1.2M
Net Calls
+$1.62M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
176
MeadowBrook Investment Advisors
Michigan
$289K +$1.14K +4 +0.4%
IWC
177
Integrated Wealth Concepts
Massachusetts
$273K
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$262K
SPIA
179
Steward Partners Investment Advisory
New York
$258K
TC
180
TownSquare Capital
Utah
$256K +$31.6K +111 +15%
SIG
181
Stonegate Investment Group
Alabama
$255K +$55K +193 +29%
WB
182
WesBanco Bank
West Virginia
$250K
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$244K +$59.3K +208 +33%
SSW
184
Smith Shellnut Wilson
Mississippi
$242K +$235K +825 New
DT
185
Diversified Trust
Tennessee
$237K +$230K +806 New
ABC
186
Associated Banc-Corp
Wisconsin
$227K +$45K +158 +26%
BPA
187
Beacon Pointe Advisors
California
$223K +$29.6K +104 +16%
BF
188
BOK Financial
Oklahoma
$220K
PIM
189
Penobscot Investment Management
Massachusetts
$220K
X
190
Xponance
Pennsylvania
$219K +$10.5K +37 +5%
HighTower Advisors
191
HighTower Advisors
Illinois
$218K -$1.43K -5 -0.7%
Mackenzie Financial
192
Mackenzie Financial
Ontario, Canada
$214K
WA
193
Wealth Alliance
New York
$211K +$13.4K +47 +7%
PAG
194
Private Advisor Group
New Jersey
$206K +$12K +42 +6%
OQS
195
Occudo Quantitative Strategies
Florida
$206K +$200K +700 New
RSWM
196
Robertson Stephens Wealth Management
California
$204K
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$201K +$10.8K +38 +6%
SO
198
STRS Ohio
Ohio
$176K
Canada Pension Plan Investment Board
199
Canada Pension Plan Investment Board
Ontario, Canada
$176K +$171K +600 New
A
200
AlphaQuest
New York
$123K -$74.4K -261 -38%

KAI Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2024, worth a combined $3.72B — down 6.1% from $3.96B a quarter earlier.

Fund positioning in KAI was balanced in Q2 2024: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 71 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $67.6M. The largest seller was Aberdeen Group, cutting an estimated $13.6M.

  • 257 institutional investors held Kadant (KAI) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $3.72B of Kadant stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 39 funds opened new Kadant positions in Q2 2024 and 39 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2024 was Wasatch Advisors, an estimated $67.6M added.
  • The largest Kadant seller in Q2 2024 was Aberdeen Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.