Kadant
201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.
140% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $496K
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
32% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 57
22% more capital invested
Capital invested by funds: $1.91B → $2.33B (+$419M)
6% more funds holding
Funds holding: 190 → 201 (+11)
0.14% more ownership
Funds ownership: 95.65% → 95.8% (+0.14%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$17.9M |
| 2 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$13.5M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$5.2M |
| 4 |
BlackRock
New York
|
+$5.11M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$17.3M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$17.2M |
| 3 |
RA
Royce & Associates
New York
|
-$14.5M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$12.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
201
Disciplined Investments
Tulsa,
Oklahoma
| $417 | +$203 | +1 | +100% |
|
|
TWA
202
TCI Wealth Advisors
Tucson,
Arizona
| $209 | – | – | – |
|
|
PFC
203
Phocas Financial Corp
Alameda,
California
| – | -$3.98M | -22,415 | Closed |
|
204
Natixis Advisors
Boston,
Massachusetts
| – | -$1.87M | -10,517 | Closed |
|
|
CIC
205
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$1.02M | -5,742 | Closed |
|
|
DTL
206
Dynamic Technology Lab
Singapore
| – | -$782K | -4,400 | Closed |
|
|
ACA
207
Anchor Capital Advisors
Boston,
Massachusetts
| – | -$433K | -2,440 | Closed |
|
|
SSA
208
Schonfeld Strategic Advisors
New York
| – | -$426K | -2,400 | Closed |
|
|
PGH
209
Partners Group Holding
Baar-Zug,
Switzerland
| – | -$401K | -2,255 | Closed |
|
|
MM
210
MQS Management
New York
| – | -$218K | -1,228 | Closed |
|
211
Lazard Asset Management
New York
| – | -$33K | -187 | Closed |
|
212
Rockefeller Capital Management
New York
| – | -$31K | -176 | Closed |
|
KAI Hedge Fund Activity: Q1 2023 in Review
201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.
The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.
- 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
- Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
- 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
- The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
- The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2023.