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127 hedge funds and large institutions have $385M invested in Kadant in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2.15% more ownership

Funds ownership: 88.07%90.22% (+2.1%)

2% more capital invested

Capital invested by funds: $378M → $385M (+$6.32M)

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 45

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
33
Reduced
45
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.8M -$189K -4,822 -0.5%
Wells Fargo
2
Wells Fargo
California
$28.6M -$4.72M -120,142 -14%
Brown Advisory
3
Brown Advisory
Maryland
$26.2M +$2.84M +72,391 +12%
JP Morgan Chase
4
JP Morgan Chase
New York
$20M -$331K -8,413 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$17.8M -$720K -18,315 -4%
RA
6
Royce & Associates
New York
$17.6M +$365K +9,300 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15.2M +$468K +11,906 +3%
BIT
8
BlackRock Institutional Trust
California
$13M -$998K -25,407 -7%
William Blair & Company
9
William Blair & Company
Illinois
$12.7M +$38.2K +972 +0.3%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$12.5M -$608K -15,471 -5%
LI
11
LMCG Investments
Massachusetts
$11.8M -$529K -13,456 -4%
WCM Investment Management
12
WCM Investment Management
California
$11.5M +$5.52M +140,544 +91%
State Street
13
State Street
Massachusetts
$11.3M -$113K -2,867 -1%
American Century Companies
14
American Century Companies
Missouri
$10.4M -$1.33M -33,781 -11%
BFA
15
BlackRock Fund Advisors
California
$10.2M -$563K -14,320 -5%
Northern Trust
16
Northern Trust
Illinois
$8.6M -$278K -7,088 -3%
Ameriprise
17
Ameriprise
Minnesota
$7.5M +$7.35K +187 +0.1%
Macquarie Group
18
Macquarie Group
Australia
$6.45M +$1.38M +35,002 +27%
PSC
19
Prentiss Smith & Co
Vermont
$5.67M +$5.69M +144,960 +72,480%
NI
20
Numeric Investors
Massachusetts
$5.66M -$3.62M -92,235 -39%
OCG
21
Opus Capital Group
Ohio
$5.35M +$2.68M +68,267 +99%
SCP
22
Seizert Capital Partners
Michigan
$4.75M +$1.57M +39,979 +49%
ZIM
23
ZPR Investment Management
Florida
$4.42M +$811K +20,655 +22%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.06M +$14K +357 +0.3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.59M -$96.6K -2,459 -3%

KAI Hedge Fund Activity: Q3 2014 in Review

127 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2014, worth a combined $385M — up 1.7% from $378M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KAI positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 45 trimmed.

The largest buyer was Prentiss Smith & Co, adding an estimated $5.69M. The largest seller was Wells Fargo, cutting an estimated $4.72M.

  • 127 institutional investors held Kadant (KAI) as of Q3 2014, up from 126 in Q2 2014.
  • Funds reported $385M of Kadant stock for Q3 2014, up 1.7% quarter-over-quarter.
  • 10 funds opened new Kadant positions in Q3 2014 and 9 closed out, a net change of +1 holder.
  • The largest Kadant buyer in Q3 2014 was Prentiss Smith & Co, an estimated $5.69M added.
  • The largest Kadant seller in Q3 2014 was Wells Fargo, an estimated $4.72M sold.

Based on aggregated 13F filings for Q3 2014.