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126 hedge funds and large institutions have $405M invested in Kadant in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $341M → $405M (+$63.6M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

8% more funds holding

Funds holding: 117126 (+9)

1.32% less ownership

Funds ownership: 91.15%89.83% (-1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
41
Closed
6
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$521K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$48.2M -$8.29M -220,104 -16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M -$22.4K -594 -0.1%
LSV Asset Management
3
LSV Asset Management
Illinois
$20.8M -$1.43M -38,084 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$20.2M -$48.3K -1,284 -0.3%
RA
5
Royce & Associates
New York
$18.1M -$15.1K -400 -0.1%
BIT
6
BlackRock Institutional Trust
California
$15.8M +$1.24M +32,929 +9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$14.6M +$280K +7,446 +2%
LI
8
LMCG Investments
Massachusetts
$14.5M +$6.78K +180 +0.1%
Brown Advisory
9
Brown Advisory
Maryland
$14.5M +$2.37M +63,083 +21%
State Street
10
State Street
Massachusetts
$12.6M +$93.4K +2,482 +0.8%
BFA
11
BlackRock Fund Advisors
California
$12.5M -$466K -12,389 -4%
William Blair & Company
12
William Blair & Company
Illinois
$11.8M +$1.16M +30,763 +12%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$11.4M +$1.41M +37,412 +15%
American Century Companies
14
American Century Companies
Missouri
$9.88M -$1.72M -45,586 -16%
Northern Trust
15
Northern Trust
Illinois
$9.77M +$177K +4,699 +2%
EAM
16
Eagle Asset Management
Florida
$8.91M +$1.98M +52,572 +31%
Ameriprise
17
Ameriprise
Minnesota
$8.43M -$2.18M -57,862 -22%
WCM Investment Management
18
WCM Investment Management
California
$6.54M -$599K -15,920 -9%
TA
19
Teachers Advisors
New York
$4.71M
PAM
20
Panagora Asset Management
Massachusetts
$4.62M +$211K +5,601 +5%
NI
21
Numeric Investors
Massachusetts
$4.29M +$1.59M +42,273 +66%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.91M +$293K +7,779 +9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.87M +$267K +7,086 +8%
Deutsche Bank
24
Deutsche Bank
Germany
$3.69M -$509K -13,533 -13%
Macquarie Group
25
Macquarie Group
Australia
$3.5M +$303K +8,060 +10%

KAI Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2013, worth a combined $405M — up 19% from $341M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KAI positions and 6 closed out — a net gain of 9 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Brown Advisory, adding an estimated $2.37M. The largest seller was Wells Fargo, cutting an estimated $8.29M.

  • 126 institutional investors held Kadant (KAI) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $405M of Kadant stock for Q4 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q4 2013 and 6 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q4 2013 was Brown Advisory, an estimated $2.37M added.
  • The largest Kadant seller in Q4 2013 was Wells Fargo, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2013.