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280 hedge funds and large institutions have $4.37B invested in Kadant in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $3.72B → $4.37B (+$649M)

9% more funds holding

Funds holding: 257280 (+23)

2.11% more ownership

Funds ownership: 107.82%109.94% (+2.1%)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

42% less call options, than puts

Call options by funds: $2.84M | Put options by funds: $4.89M

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
87
Reduced
92
Closed
21
Calls
$2.84M
Puts
$4.89M
Net Calls
-$2.06M
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$298K -$15K -47 -5%
SPIA
177
Steward Partners Investment Advisory
New York
$295K -$1.6K -5 -0.6%
WB
178
WesBanco Bank
West Virginia
$287K
ABC
179
Associated Banc-Corp
Wisconsin
$281K +$18.5K +58 +8%
SSW
180
Smith Shellnut Wilson
Mississippi
$279K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$275K -$5.75K -18 -2%
SIG
182
Stonegate Investment Group
Alabama
$272K -$20.4K -64 -7%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$268K +$35.1K +110 +16%
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$266K +$259K +810 New
WA
185
Wealth Alliance
New York
$265K +$21.1K +66 +9%
X
186
Xponance
Pennsylvania
$259K +$7.34K +23 +3%
CC
187
Corton Capital
Ontario, Canada
$257K +$243K +760 New
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$257K +$9.26K +29 +4%
PIM
189
Penobscot Investment Management
Massachusetts
$254K
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
$253K +$240K +750 New
SQA
191
Simon Quick Advisors
New Jersey
$242K +$228K +715 New
MIA
192
MeadowBrook Investment Advisors
Michigan
$239K -$88.1K -276 -28%
PAG
193
Private Advisor Group
New Jersey
$237K
SO
194
STRS Ohio
Ohio
$237K +$31.9K +100 +17%
CGIM
195
Cannon Global Investment Management
Florida
$237K +$224K +700 New
RSWM
196
Robertson Stephens Wealth Management
California
$235K
FFA
197
Farther Finance Advisors
California
$235K -$178K -557 -45%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$218K +$206K +646 New
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$216K +$204K +640 New
HR
200
Hardy Reed
Mississippi
$208K +$197K +616 New

KAI Hedge Fund Activity: Q3 2024 in Review

280 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2024, worth a combined $4.37B — up 17% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KAI positions and 21 closed out — a net gain of 25 holders — while 87 added to existing stakes and 92 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $29.2M. The largest seller was Wasatch Advisors, cutting an estimated $16.1M.

  • 280 institutional investors held Kadant (KAI) as of Q3 2024, up from 257 in Q2 2024.
  • Funds reported $4.37B of Kadant stock for Q3 2024, up 17% quarter-over-quarter.
  • 46 funds opened new Kadant positions in Q3 2024 and 21 closed out, a net change of +25 holders.
  • The largest Kadant buyer in Q3 2024 was Riverbridge Partners, an estimated $29.2M added.
  • The largest Kadant seller in Q3 2024 was Wasatch Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2024.