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147 hedge funds and large institutions have $515M invested in Kadant in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

116% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $489K

20% more capital invested

Capital invested by funds: $428M → $515M (+$87.5M)

11% more funds holding

Funds holding: 133147 (+14)

3.1% more ownership

Funds ownership: 89.04%92.14% (+3.1%)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
41
Reduced
55
Closed
10
Calls
$1.05M
Puts
$489K
Net Calls
+$566K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$47.5M -$2.39M -49,438 -5%
Macquarie Group
2
Macquarie Group
Australia
$44.7M +$25.4M +525,218 +153%
RA
3
Royce & Associates
New York
$43.6M +$16.1M +332,000 +64%
Wells Fargo
4
Wells Fargo
California
$35.8M -$2.89M -59,678 -8%
Brown Advisory
5
Brown Advisory
Maryland
$32M -$1.14M -23,676 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$22M -$5.74M -118,661 -22%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.2M +$175K +3,620 +0.9%
LSV Asset Management
8
LSV Asset Management
Illinois
$20.7M -$116K -2,400 -0.6%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$16.1M -$367K -7,582 -2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$15.8M -$255K -5,271 -2%
BIT
11
BlackRock Institutional Trust
California
$15.2M -$411K -8,509 -3%
BFA
12
BlackRock Fund Advisors
California
$14.4M -$41.1K -850 -0.3%
EAM
13
Eagle Asset Management
Florida
$13.6M +$5.28M +109,194 +70%
Northern Trust
14
Northern Trust
Illinois
$12.7M +$112K +2,316 +0.9%
State Street
15
State Street
Massachusetts
$11.4M +$240K +4,964 +2%
TAM
16
THB Asset Management
Connecticut
$8.33M -$147K -3,033 -2%
PI
17
Putnam Investments
Massachusetts
$5.98M +$3.19M +65,983 +132%
PFC
18
Phocas Financial Corp
California
$5.56M +$316K +6,529 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.12M -$191K -3,951 -4%
Ameriprise
20
Ameriprise
Minnesota
$4.74M -$8.91M -184,218 -67%
SI
21
Sensato Investors
California
$4.2M +$1.12M +23,137 +40%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.07M -$1.13M -23,300 -23%
NFA
23
Nationwide Fund Advisors
Ohio
$3.84M +$337K +6,980 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.62M -$358K -7,405 -10%
PPA
25
Parametric Portfolio Associates
Washington
$3.47M -$50K -1,034 -2%

KAI Hedge Fund Activity: Q2 2016 in Review

147 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2016, worth a combined $515M — up 20% from $428M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KAI positions and 10 closed out — a net gain of 14 holders — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Macquarie Group, adding an estimated $25.4M. The largest seller was RK Capital Management (Colorado), exiting entirely with an estimated $9.76M sold.

  • 147 institutional investors held Kadant (KAI) as of Q2 2016, up from 133 in Q1 2016.
  • Funds reported $515M of Kadant stock for Q2 2016, up 20% quarter-over-quarter.
  • 24 funds opened new Kadant positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q2 2016 was Macquarie Group, an estimated $25.4M added.
  • The largest Kadant seller in Q2 2016 was RK Capital Management (Colorado), an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2016.