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146 hedge funds and large institutions have $516M invested in Kadant in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

162% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $799K

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

27% more capital invested

Capital invested by funds: $407M → $516M (+$109M)

13% more funds holding

Funds holding: 129146 (+17)

2.79% more ownership

Funds ownership: 87.6%90.39% (+2.8%)

Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
50
Reduced
38
Closed
4
Calls
$2.09M
Puts
$799K
Net Calls
+$1.29M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$52.1M
Wells Fargo
2
Wells Fargo
California
$40.1M +$4.85M +109,706 +17%
Brown Advisory
3
Brown Advisory
Maryland
$35.5M -$1.65M -37,464 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$27.1M +$152K +3,450 +0.7%
LSV Asset Management
5
LSV Asset Management
Illinois
$23.8M -$345K -7,800 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.3M +$733K +16,586 +4%
BIT
7
BlackRock Institutional Trust
California
$17.1M -$17.3K -392 -0.1%
William Blair & Company
8
William Blair & Company
Illinois
$16.6M +$200K +4,524 +1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$16.5M -$338K -7,660 -2%
BFA
10
BlackRock Fund Advisors
California
$16M -$43.6K -987 -0.3%
WCM Investment Management
11
WCM Investment Management
California
$15.8M -$123K -2,779 -0.9%
RA
12
Royce & Associates
New York
$15M -$3.85M -87,100 -23%
State Street
13
State Street
Massachusetts
$13.5M -$1.23M -27,817 -10%
Macquarie Group
14
Macquarie Group
Australia
$12.8M +$2.13M +48,155 +25%
Northern Trust
15
Northern Trust
Illinois
$11.7M +$93.9K +2,125 +1%
LI
16
LMCG Investments
Massachusetts
$11.2M -$2.27M -51,278 -19%
NI
17
Numeric Investors
Massachusetts
$10.2M +$1.66M +37,572 +24%
Ameriprise
18
Ameriprise
Minnesota
$7.29M +$1.09M +24,720 +22%
ZIM
19
ZPR Investment Management
Florida
$6.55M +$899K +20,362 +20%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.82M +$269K +6,090 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.44M +$706K +15,973 +18%
OCG
22
Opus Capital Group
Ohio
$5.13M -$920K -20,821 -18%
PFC
23
Phocas Financial Corp
California
$5.03M +$694K +15,708 +20%
EI
24
EAM Investors
California
$4.95M +$4.16M +94,103 New
Invesco
25
Invesco
Georgia
$4.19M +$595K +13,478 +20%

KAI Hedge Fund Activity: Q1 2015 in Review

146 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2015, worth a combined $516M — up 27% from $407M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 4 closed out — a net gain of 19 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.85M. The largest seller was Prentiss Smith & Co, cutting an estimated $5.82M.

  • 146 institutional investors held Kadant (KAI) as of Q1 2015, up from 129 in Q4 2014.
  • Funds reported $516M of Kadant stock for Q1 2015, up 27% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q1 2015 and 4 closed out, a net change of +19 holders.
  • The largest Kadant buyer in Q1 2015 was Wells Fargo, an estimated $4.85M added.
  • The largest Kadant seller in Q1 2015 was Prentiss Smith & Co, an estimated $5.82M sold.

Based on aggregated 13F filings for Q1 2015.