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141 hedge funds and large institutions have $511M invested in Kadant in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $515M → $511M (-$4.46M)

8% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 53

1.6% less ownership

Funds ownership: 92.14%90.54% (-1.6%)

4% less funds holding

Funds holding: 147141 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

74% less call options, than puts

Call options by funds: $251K | Put options by funds: $979K

Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
49
Reduced
53
Closed
16
Calls
$251K
Puts
$979K
Net Calls
-$728K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48.2M +$172K +3,219 +0.3%
RA
2
Royce & Associates
New York
$40.5M -$3.77M -70,600 -8%
Wells Fargo
3
Wells Fargo
California
$38.1M +$2M +37,485 +5%
Brown Advisory
4
Brown Advisory
Maryland
$32.5M +$136K +2,547 +0.4%
Macquarie Group
5
Macquarie Group
Australia
$23.7M -$22.1M -414,331 -48%
JP Morgan Chase
6
JP Morgan Chase
New York
$23.2M +$957K +17,936 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$22.1M +$710K +13,310 +3%
LSV Asset Management
8
LSV Asset Management
Illinois
$19M -$1.98M -37,200 -9%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$16M -$317K -5,939 -2%
BFA
10
BlackRock Fund Advisors
California
$15.6M +$1.09M +20,415 +7%
BIT
11
BlackRock Institutional Trust
California
$15.1M -$236K -4,427 -2%
Handelsbanken Fonder
12
Handelsbanken Fonder
Sweden
$14.6M +$14.9M +280,000 New
EAM
13
Eagle Asset Management
Florida
$13.6M -$138K -2,590 -1%
Northern Trust
14
Northern Trust
Illinois
$13.2M +$317K +5,946 +2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$13.1M -$2.95M -55,213 -18%
State Street
16
State Street
Massachusetts
$11.6M +$77.5K +1,452 +0.7%
TAM
17
THB Asset Management
Connecticut
$8M -$440K -8,240 -5%
PFC
18
Phocas Financial Corp
California
$5.99M +$374K +7,000 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.38M +$200K +3,752 +4%
Goldman Sachs
20
Goldman Sachs
New York
$5.14M +$3.39M +63,469 +181%
OCG
21
Opus Capital Group
Ohio
$4.72M +$1.82M +34,164 +61%
Ameriprise
22
Ameriprise
Minnesota
$4.34M -$460K -8,618 -9%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.34M +$1.81M +33,848 +69%
NFA
24
Nationwide Fund Advisors
Ohio
$3.87M -$23.5K -440 -0.6%
PI
25
Putnam Investments
Massachusetts
$3.82M -$2.28M -42,715 -37%

KAI Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2016, worth a combined $511M — down 0.87% from $515M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KAI and 10 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $14.9M. The largest seller was Macquarie Group, cutting an estimated $22.1M.

  • 141 institutional investors held Kadant (KAI) as of Q3 2016, down from 147 in Q2 2016.
  • Funds reported $511M of Kadant stock for Q3 2016, down 0.87% quarter-over-quarter.
  • 10 funds opened new Kadant positions in Q3 2016 and 16 closed out, a net change of -6 holders.
  • The largest Kadant buyer in Q3 2016 was Handelsbanken Fonder, an estimated $14.9M added.
  • The largest Kadant seller in Q3 2016 was Macquarie Group, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2016.