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Kadant
KAI

192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8% → 96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 201 → 192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$795K

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$21.2M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$9.15M
3
Millennium Management
Millennium Management
New York
+$9.07M
4
BlackRock
BlackRock
New York
+$8.42M
5
BMSSC
B. Metzler seel. Sohn & Co
Germany
+$4.54M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$27.8M
2
BBHC
Brown Brothers Harriman & Co
New York
-$9.34M
3
Ameriprise
Ameriprise
Minnesota
-$7.05M
4
Northern Trust
Northern Trust
Illinois
-$6.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
201
New York State Teachers Retirement System (NYSTRS)
New York
– -$209K -1,000 Closed
AF
202
Arrow Financial
New York
– -$100K -480 Closed
ASN
203
Advisory Services Network
Georgia
– -$37.1K -178 Closed
DFCM
204
Dark Forest Capital Management
Puerto Rico
– -$28.8K -138 Closed
ACM
205
Aquatic Capital Management
Illinois
– -$21K -100 Closed
BAM
206
Belpointe Asset Management
Nevada
– -$11.3K -54 Closed
FCA
207
Fortis Capital Advisors
Kansas
– -$11.3K -54 Closed
HWM
208
HighMark Wealth Management
Minnesota
– -$9.38K -45 Closed
WPA
209
West Paces Advisors
Georgia
– -$5.84K -28 Closed
CSPAM
210
Cary Street Partners Asset Management
Virginia
– -$4.17K -20 Closed
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3.13K -15 Closed
SWM
212
Spire Wealth Management
Virginia
– -$2.09K -10 Closed
SC
213
Schubert & Co
Texas
– -$1.67K -8 Closed
SFG
214
Steward Financial Group
Texas
– -$1K -7 Closed
TWA
215
TCI Wealth Advisors
Arizona
– -$209 -1 Closed
5 6 7 8
9

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.