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145 hedge funds and large institutions have $463M invested in Kadant in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,026% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $112K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.6% less ownership

Funds ownership: 90.39%89.78% (-0.6%)

1% less funds holding

Funds holding: 146145 (-1)

10% less capital invested

Capital invested by funds: $516M → $463M (-$52.5M)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
46
Reduced
52
Closed
22
Calls
$1.26M
Puts
$112K
Net Calls
+$1.15M
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$46.6M -$158K -3,175 -0.3%
Wells Fargo
2
Wells Fargo
California
$29.7M -$6.58M -131,963 -17%
Brown Advisory
3
Brown Advisory
Maryland
$29.3M -$2.72M -54,538 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$24.5M +$252K +5,050 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$21.4M +$89.7K +1,800 +0.4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.3M +$194K +3,901 +1%
William Blair & Company
7
William Blair & Company
Illinois
$15M +$99.3K +1,992 +0.6%
WCM Investment Management
8
WCM Investment Management
California
$15M +$842K +16,899 +6%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$14.8M +$16K +321 +0.1%
BIT
10
BlackRock Institutional Trust
California
$14.4M -$1.06M -21,311 -7%
BFA
11
BlackRock Fund Advisors
California
$13.1M -$1.27M -25,518 -8%
State Street
12
State Street
Massachusetts
$12M -$110K -2,203 -0.9%
RA
13
Royce & Associates
New York
$12M -$1.59M -31,880 -11%
Macquarie Group
14
Macquarie Group
Australia
$11.2M -$249K -4,989 -2%
Northern Trust
15
Northern Trust
Illinois
$11M +$618K +12,396 +6%
LI
16
LMCG Investments
Massachusetts
$10.2M +$179K +3,588 +2%
Ameriprise
17
Ameriprise
Minnesota
$9.5M +$3.13M +62,745 +45%
TAM
18
THB Asset Management
Connecticut
$8.62M +$9.11M +182,680 New
EAM
19
Eagle Asset Management
Florida
$7.16M +$7.56M +151,680 New
ZIM
20
ZPR Investment Management
Florida
$5.77M -$104K -2,085 -2%
Renaissance Technologies
21
Renaissance Technologies
New York
$5.14M +$3.72M +74,685 +218%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.98M -$258K -5,175 -5%
PFC
23
Phocas Financial Corp
California
$4.36M -$156K -3,131 -3%
PAM
24
Panagora Asset Management
Massachusetts
$4.31M +$1.11M +22,245 +32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.11M -$812K -16,287 -16%

KAI Hedge Fund Activity: Q2 2015 in Review

145 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2015, worth a combined $463M — down 10% from $516M a quarter earlier.

Fund positioning in KAI was balanced in Q2 2015: 22 funds opened new positions, 22 closed out, 46 added to existing stakes and 52 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $9.11M. The largest seller was Numeric Investors, cutting an estimated $8.48M.

  • 145 institutional investors held Kadant (KAI) as of Q2 2015, down from 146 in Q1 2015.
  • Funds reported $463M of Kadant stock for Q2 2015, down 10% quarter-over-quarter.
  • 22 funds opened new Kadant positions in Q2 2015 and 22 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2015 was THB Asset Management, an estimated $9.11M added.
  • The largest Kadant seller in Q2 2015 was Numeric Investors, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2015.