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260 hedge funds and large institutions have $3.96B invested in Kadant in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

26% more call options, than puts

Call options by funds: $3.54M | Put options by funds: $2.81M

19% more capital invested

Capital invested by funds: $3.34B → $3.96B (+$620M)

10% more funds holding

Funds holding: 237260 (+23)

1.26% more ownership

Funds ownership: 101.72%102.98% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 108

Holders
260
Holders Change
+23
Holders Change %
+9.7%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
70
Reduced
108
Closed
23
Calls
$3.54M
Puts
$2.81M
Net Calls
+$729K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$204K -$185K -614 -50%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$203K +$186K +617 New
JFG
203
Jefferies Financial Group
New York
$202K -$2.6M -8,634 -93%
HR
204
Hardy Reed
Mississippi
$202K +$186K +616 New
PS
205
Portfolio Strategies
New York
$202K +$186K +616 New
ABC
206
Associated Banc-Corp
Wisconsin
$202K -$35K -116 -16%
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$201K -$17.8K -59 -9%
SO
208
STRS Ohio
Ohio
$196K
AB
209
Amalgamated Bank
New York
$130K -$390K -1,293 -77%
WT
210
Whittier Trust
California
$123K
C
211
Covestor
United Kingdom
$104K +$95.3K +316 +31,600%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$99.4K
EBA
213
Eagle Bay Advisors
New York
$92.2K -$16.3K -54 -16%
QT
214
Quantbot Technologies
New York
$87.6K +$75.7K +251 +1,569%
KBC Group
215
KBC Group
Belgium
$85K +$17.8K +59 +30%
PK
216
Pflug Koory
Nebraska
$82K
Osaic Holdings
217
Osaic Holdings
Arizona
$72.9K -$53.7K -178 -45%
TRCT
218
Tower Research Capital (TRC)
New York
$70.5K -$894K -2,964 -93%
HIA
219
Harbor Investment Advisory
Maryland
$66.6K
FMP
220
Financial Management Professionals
Texas
$63K
UFF
221
USA Financial Formulas
Michigan
$61.7K +$31.7K +105 +127%
HFM
222
Harvest Fund Management
China
$60K +$55.2K +183 New
FHA
223
First Horizon Advisors
Tennessee
$55.1K -$5.43K -18 -10%
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$54.1K +$49.8K +165 New
QCG
225
Quadrant Capital Group
Ohio
$46.9K

KAI Hedge Fund Activity: Q1 2024 in Review

260 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2024, worth a combined $3.96B — up 19% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KAI positions and 23 closed out — a net gain of 24 holders — while 70 added to existing stakes and 108 trimmed.

The largest buyer was Vanguard Group, adding an estimated $92.4M. The largest seller was Wasatch Advisors, cutting an estimated $30.7M.

  • 260 institutional investors held Kadant (KAI) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $3.96B of Kadant stock for Q1 2024, up 19% quarter-over-quarter.
  • 47 funds opened new Kadant positions in Q1 2024 and 23 closed out, a net change of +24 holders.
  • The largest Kadant buyer in Q1 2024 was Vanguard Group, an estimated $92.4M added.
  • The largest Kadant seller in Q1 2024 was Wasatch Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.