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139 hedge funds and large institutions have $580M invested in Kadant in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0.02% less ownership

Funds ownership: 89.28%89.26% (-0.02%)

3% less capital invested

Capital invested by funds: $596M → $580M (-$16.7M)

6% less funds holding

Funds holding: 148139 (-9)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
139
Holders Change
-9
Holders Change %
-6.08%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
52
Reduced
47
Closed
15
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$589K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$54.9M +$128K +2,108 +0.2%
Wells Fargo
2
Wells Fargo
California
$50.6M +$4.22M +69,468 +9%
BlackRock
3
BlackRock
New York
$42.7M +$43.5M +716,554 +29,451%
Brown Advisory
4
Brown Advisory
Maryland
$33.7M -$293K -4,822 -0.8%
Macquarie Group
5
Macquarie Group
Australia
$33.2M +$4.35M +71,662 +15%
RA
6
Royce & Associates
New York
$30.6M -$6.98M -115,000 -18%
JP Morgan Chase
7
JP Morgan Chase
New York
$28.3M -$57.9K -954 -0.2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$27M +$1.19M +19,603 +4%
Handelsbanken Fonder
9
Handelsbanken Fonder
Sweden
$19.1M +$1.34M +22,000 +7%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$16.7M -$38.4K -633 -0.2%
Northern Trust
11
Northern Trust
Illinois
$15.8M +$271K +4,458 +2%
EAM
12
Eagle Asset Management
Florida
$15.3M -$280K -4,610 -2%
State Street
13
State Street
Massachusetts
$13.7M +$212K +3,492 +2%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$12.5M -$106K -1,740 -0.8%
PFC
15
Phocas Financial Corp
California
$9.49M -$1.3M -21,365 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.2M +$2.59M +42,617 +54%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.16M +$354K +5,826 +5%
OCG
18
Opus Capital Group
Ohio
$7.13M -$673K -11,088 -8%
AQR Capital Management
19
AQR Capital Management
Connecticut
$6.76M +$555K +9,144 +9%
EIP
20
Epoch Investment Partners
New York
$5.64M +$5.77M +95,099 New
NFA
21
Nationwide Fund Advisors
Ohio
$5.2M +$1.09M +17,910 +26%
DIA
22
Dean Investment Associates
Ohio
$4.96M +$2.08M +34,195 +69%
Morgan Stanley
23
Morgan Stanley
New York
$4.9M -$244K -4,017 -5%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.63M +$2.64M +43,500 +126%
HI
25
Handelsinvest Investeringsforvaltning
Denmark
$4.56M +$747K +12,300 +19%

KAI Hedge Fund Activity: Q1 2017 in Review

139 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2017, worth a combined $580M — down 2.8% from $596M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KAI and 12 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $43.5M. The largest seller was LSV Asset Management, cutting an estimated $13.5M.

  • 139 institutional investors held Kadant (KAI) as of Q1 2017, down from 148 in Q4 2016.
  • Funds reported $580M of Kadant stock for Q1 2017, down 2.8% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q1 2017 and 15 closed out, a net change of -3 holders.
  • The largest Kadant buyer in Q1 2017 was BlackRock, an estimated $43.5M added.
  • The largest Kadant seller in Q1 2017 was LSV Asset Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2017.