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136 hedge funds and large institutions have $387M invested in Kadant in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $377M → $387M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 88.65%88.55% (-0.11%)

1% less funds holding

Funds holding: 137136 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
46
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$39.9M -$105K -2,549 -0.3%
Wells Fargo
2
Wells Fargo
California
$29.8M +$2.79M +67,826 +10%
Brown Advisory
3
Brown Advisory
Maryland
$25.4M +$345K +8,371 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$21.9M +$50.9K +1,235 +0.2%
LSV Asset Management
5
LSV Asset Management
Illinois
$17.5M -$790K -19,169 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$17.2M +$102K +2,484 +0.6%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$13.1M -$245K -5,936 -2%
BIT
8
BlackRock Institutional Trust
California
$12.3M +$636K +15,444 +5%
Macquarie Group
9
Macquarie Group
Australia
$12.3M +$920K +22,329 +8%
BFA
10
BlackRock Fund Advisors
California
$11.8M +$609K +14,774 +5%
RA
11
Royce & Associates
New York
$11.1M +$367K +8,900 +3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$10.7M -$2.07M -50,252 -16%
Ameriprise
13
Ameriprise
Minnesota
$9.87M -$764K -18,542 -7%
Northern Trust
14
Northern Trust
Illinois
$9.75M +$109K +2,646 +1%
State Street
15
State Street
Massachusetts
$8.93M -$329K -7,997 -4%
RCMC
16
RK Capital Management (Colorado)
Colorado
$7.54M -$20.6K -501 -0.3%
TAM
17
THB Asset Management
Connecticut
$6.8M -$307K -7,460 -4%
EAM
18
Eagle Asset Management
Florida
$6.25M +$138K +3,360 +2%
PAM
19
Panagora Asset Management
Massachusetts
$6.22M +$2.03M +49,182 +47%
SI
20
Sensato Investors
California
$4.76M +$1.92M +46,527 +66%
ZIM
21
ZPR Investment Management
Florida
$4.76M -$162K -3,930 -3%
PFC
22
Phocas Financial Corp
California
$4.29M +$271K +6,571 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.28M -$12.5K -303 -0.3%
Renaissance Technologies
24
Renaissance Technologies
New York
$3.95M -$1.93M -46,805 -33%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$3.65M +$3.71M +90,000 New

KAI Hedge Fund Activity: Q4 2015 in Review

136 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2015, worth a combined $387M — up 2.8% from $377M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KAI and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $2.79M. The largest seller was WCM Investment Management, exiting entirely with an estimated $7.03M sold.

  • 136 institutional investors held Kadant (KAI) as of Q4 2015, down from 137 in Q3 2015.
  • Funds reported $387M of Kadant stock for Q4 2015, up 2.8% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2015 and 19 closed out, a net change of -1 holder.
  • The largest Kadant buyer in Q4 2015 was Wells Fargo, an estimated $2.79M added.
  • The largest Kadant seller in Q4 2015 was WCM Investment Management, an estimated $7.03M sold.

Based on aggregated 13F filings for Q4 2015.