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126 hedge funds and large institutions have $378M invested in Kadant in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 122126 (+4)

4% more capital invested

Capital invested by funds: $364M → $378M (+$14M)

1.88% less ownership

Funds ownership: 89.95%88.07% (-1.9%)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
34
Reduced
54
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.4M -$180K -4,872 -0.5%
Wells Fargo
2
Wells Fargo
California
$32.8M -$3.19M -86,115 -9%
Brown Advisory
3
Brown Advisory
Maryland
$23M +$950K +25,651 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$20M -$534K -14,436 -3%
LSV Asset Management
5
LSV Asset Management
Illinois
$18.2M -$876K -23,665 -5%
RA
6
Royce & Associates
New York
$17M -$148K -4,000 -0.9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$14.5M +$231K +6,240 +2%
BIT
8
BlackRock Institutional Trust
California
$13.8M -$640K -17,276 -5%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$12.9M +$234K +6,315 +2%
William Blair & Company
10
William Blair & Company
Illinois
$12.5M -$721K -19,485 -6%
LI
11
LMCG Investments
Massachusetts
$12.2M -$503K -13,591 -4%
American Century Companies
12
American Century Companies
Missouri
$11.5M -$407K -10,985 -4%
State Street
13
State Street
Massachusetts
$11.2M -$344K -9,299 -3%
BFA
14
BlackRock Fund Advisors
California
$10.6M -$1.34M -36,264 -12%
NI
15
Numeric Investors
Massachusetts
$9.12M +$1.89M +51,163 +27%
Northern Trust
16
Northern Trust
Illinois
$8.74M -$166K -4,494 -2%
Ameriprise
17
Ameriprise
Minnesota
$7.38M -$625K -16,890 -8%
WCM Investment Management
18
WCM Investment Management
California
$5.96M -$20K -539 -0.3%
Macquarie Group
19
Macquarie Group
Australia
$5M +$578K +15,620 +14%
PAM
20
Panagora Asset Management
Massachusetts
$4.13M -$329K -8,880 -8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.98M +$99.5K +2,688 +3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$3.9M +$63.2K +1,708 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.63M +$3.04K +82 +0.1%
ZIM
24
ZPR Investment Management
Florida
$3.56M +$3.43M +92,670 New
NFA
25
Nationwide Fund Advisors
Ohio
$3.34M -$23.4K -631 -0.7%

KAI Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2014, worth a combined $378M — up 3.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KAI positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 54 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $3.43M. The largest seller was Teachers Advisors, cutting an estimated $3.77M.

  • 126 institutional investors held Kadant (KAI) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $378M of Kadant stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q2 2014 and 9 closed out, a net change of +4 holders.
  • The largest Kadant buyer in Q2 2014 was ZPR Investment Management, an estimated $3.43M added.
  • The largest Kadant seller in Q2 2014 was Teachers Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2014.