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117 hedge funds and large institutions have $341M invested in Kadant in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $373K | Put options by funds: $67K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $297M → $341M (+$44.2M)

2% more funds holding

Funds holding: 115117 (+2)

0.18% less ownership

Funds ownership: 91.32%91.15% (-0.18%)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
36
Reduced
50
Closed
7
Calls
$373K
Puts
$67K
Net Calls
+$306K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$47.4M -$2.26M -68,983 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34M -$103K -3,133 -0.3%
LSV Asset Management
3
LSV Asset Management
Illinois
$18.6M -$226K -6,900 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$16.8M +$2.66M +81,149 +19%
RA
5
Royce & Associates
New York
$15M -$85.3K -2,600 -0.6%
LI
6
LMCG Investments
Massachusetts
$12M -$656K -19,998 -5%
BIT
7
BlackRock Institutional Trust
California
$12M -$625K -19,029 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.9M +$212K +6,454 +2%
BFA
9
BlackRock Fund Advisors
California
$10.8M +$1.13M +34,577 +12%
State Street
10
State Street
Massachusetts
$10.3M +$12.2K +372 +0.1%
Brown Advisory
11
Brown Advisory
Maryland
$9.88M +$1.4M +42,612 +17%
American Century Companies
12
American Century Companies
Missouri
$9.72M +$3.4M +103,525 +56%
Ameriprise
13
Ameriprise
Minnesota
$8.93M +$309K +9,421 +4%
William Blair & Company
14
William Blair & Company
Illinois
$8.78M +$64.7K +1,971 +0.8%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$8.19M -$4.64M -141,255 -37%
Northern Trust
16
Northern Trust
Illinois
$7.94M +$64K +1,949 +0.8%
WCM Investment Management
17
WCM Investment Management
California
$5.98M +$377K +11,484 +7%
EAM
18
Eagle Asset Management
Florida
$5.57M -$128K -3,889 -2%
TA
19
Teachers Advisors
New York
$3.91M +$306K +9,312 +9%
PAM
20
Panagora Asset Management
Massachusetts
$3.64M +$119K +3,630 +3%
Deutsche Bank
21
Deutsche Bank
Germany
$3.52M +$208K +6,323 +6%
Goldman Sachs
22
Goldman Sachs
New York
$3.22M +$16.5K +504 +0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.98M -$311K -9,462 -10%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.97M +$54.1K +1,649 +2%
SFM
25
Systematic Financial Management
New Jersey
$2.65M +$2.59M +78,950 New

KAI Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2013, worth a combined $341M — up 15% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KAI positions and 7 closed out — a net gain of 2 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $3.4M. The largest seller was Loomis, Sayles & Company, cutting an estimated $4.64M.

  • 117 institutional investors held Kadant (KAI) as of Q3 2013, up from 115 in Q2 2013.
  • Funds reported $341M of Kadant stock for Q3 2013, up 15% quarter-over-quarter.
  • 9 funds opened new Kadant positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q3 2013 was American Century Companies, an estimated $3.4M added.
  • The largest Kadant seller in Q3 2013 was Loomis, Sayles & Company, an estimated $4.64M sold.

Based on aggregated 13F filings for Q3 2013.