Kadant
190 hedge funds and large institutions have $1.91B invested in Kadant in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 15 closing their positions.
234% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $372K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
11% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 57
5% more funds holding
Funds holding: 181 → 190 (+9)
2% more capital invested
Capital invested by funds: $1.87B → $1.91B (+$38.5M)
0.65% less ownership
Funds ownership: 96.3% → 95.65% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.27M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.06M |
| 3 |
Goldman Sachs
New York
|
+$5.39M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.55M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$13.1M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$13.1M |
| 3 |
RA
Royce & Associates
New York
|
-$12.6M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$5.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Asset Management One
Tokyo,
Japan
| – | -$103K | -621 | Closed |
|
|
SWM
202
Selective Wealth Management
Forest,
Virginia
| – | -$17K | -100 | Closed |
|
|
BBPWM
203
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$7K | -40 | Closed |
|
|
IA
204
IFP Advisors
Tampa,
Florida
| – | -$2K | -20 | Closed |
|
|
SFG
205
Steward Financial Group
Colleyville,
Texas
| – | +$356 | +2 | New |
|
KAI Hedge Fund Activity: Q4 2022 in Review
190 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2022, worth a combined $1.91B — up 2.1% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new KAI positions and 15 closed out — a net gain of 12 holders — while 63 added to existing stakes and 57 trimmed.
The largest buyer was BlackRock, adding an estimated $6.27M. The largest seller was Chevy Chase Trust, cutting an estimated $13.1M.
- 190 institutional investors held Kadant (KAI) as of Q4 2022, up from 181 in Q3 2022.
- Funds reported $1.91B of Kadant stock for Q4 2022, up 2.1% quarter-over-quarter.
- 27 funds opened new Kadant positions in Q4 2022 and 15 closed out, a net change of +12 holders.
- The largest Kadant buyer in Q4 2022 was BlackRock, an estimated $6.27M added.
- The largest Kadant seller in Q4 2022 was Chevy Chase Trust, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2022.