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137 hedge funds and large institutions have $377M invested in Kadant in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $413K | Put options by funds: $261K

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.13% less ownership

Funds ownership: 89.78%88.65% (-1.1%)

6% less funds holding

Funds holding: 145137 (-8)

19% less capital invested

Capital invested by funds: $463M → $377M (-$86.3M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
52
Reduced
47
Closed
20
Calls
$413K
Puts
$261K
Net Calls
+$152K
Net Calls Change
-$997K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.5M -$31.5K -716 -0.1%
Wells Fargo
2
Wells Fargo
California
$26M +$1.59M +36,167 +6%
Brown Advisory
3
Brown Advisory
Maryland
$24.1M -$94.8K -2,155 -0.3%
JP Morgan Chase
4
JP Morgan Chase
New York
$21M +$837K +19,020 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$17.5M -$185K -4,200 -0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.4M +$531K +12,073 +3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$12.8M +$14.5M +329,348 New
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$12.2M -$20.9K -476 -0.2%
BIT
9
BlackRock Institutional Trust
California
$11.2M -$773K -17,562 -6%
Macquarie Group
10
Macquarie Group
Australia
$10.9M +$1.85M +42,149 +18%
BFA
11
BlackRock Fund Advisors
California
$10.7M -$152K -3,445 -1%
RA
12
Royce & Associates
New York
$10.3M +$480K +10,900 +4%
Ameriprise
13
Ameriprise
Minnesota
$10.2M +$2.65M +60,156 +30%
Northern Trust
14
Northern Trust
Illinois
$9.27M +$154K +3,491 +1%
State Street
15
State Street
Massachusetts
$8.89M -$1.17M -26,656 -10%
RCMC
16
RK Capital Management (Colorado)
Colorado
$7.26M +$8.19M +186,120 New
WCM Investment Management
17
WCM Investment Management
California
$7.03M -$6.06M -137,814 -43%
TAM
18
THB Asset Management
Connecticut
$6.83M -$340K -7,720 -4%
EAM
19
Eagle Asset Management
Florida
$5.87M -$49.8K -1,131 -0.7%
Renaissance Technologies
20
Renaissance Technologies
New York
$5.62M +$1.55M +35,115 +32%
ZIM
21
ZPR Investment Management
Florida
$4.72M -$54.1K -1,230 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.12M +$9.51K +216 +0.2%
PAM
23
Panagora Asset Management
Massachusetts
$4.06M +$561K +12,740 +14%
PFC
24
Phocas Financial Corp
California
$3.86M +$289K +6,571 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.94M -$517K -11,758 -13%

KAI Hedge Fund Activity: Q3 2015 in Review

137 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2015, worth a combined $377M — down 19% from $463M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KAI and 13 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $8.19M. The largest seller was William Blair & Company, exiting entirely with an estimated $15M sold.

  • 137 institutional investors held Kadant (KAI) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $377M of Kadant stock for Q3 2015, down 19% quarter-over-quarter.
  • 13 funds opened new Kadant positions in Q3 2015 and 20 closed out, a net change of -7 holders.
  • The largest Kadant buyer in Q3 2015 was RK Capital Management (Colorado), an estimated $8.19M added.
  • The largest Kadant seller in Q3 2015 was William Blair & Company, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2015.