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Kadant
KAI

148 hedge funds and large institutions have $745M invested in Kadant in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $889K

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

28% more capital invested

Capital invested by funds: $580M → $745M (+$165M)

6% more funds holding

Funds holding: 139 → 148 (+9)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

0.73% more ownership

Funds ownership: 89.26% → 89.99% (+0.73%)

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
48
Closed
19
Calls
$2.34M
Puts
$889K
Net Calls
+$1.45M
Net Calls Change
+$1.03M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.95M
2
TA
Teachers Advisors
New York
+$8.2M
3
BTW
Boston Trust Walden
Massachusetts
+$7.01M
4
CAM
Cortina Asset Management
Wisconsin
+$6.11M
5
EIP
Epoch Investment Partners
New York
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$7.6M
2
OCG
Opus Capital Group
Ohio
-$7.13M
3
RA
Royce & Associates
New York
-$6.07M
4
DIA
Dean Investment Associates
Ohio
-$4.96M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$67.1M -$2.34M -33,576 -4%
BlackRock
2
BlackRock
New York
$64.8M +$9.95M +142,645 +20%
Wells Fargo
3
Wells Fargo
California
$59.9M -$3.85M -55,268 -6%
Brown Advisory
4
Brown Advisory
Maryland
$41.8M -$796K -11,414 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.5M +$1.13M +16,174 +4%
Macquarie Group
6
Macquarie Group
Australia
$33.8M -$7.6M -109,063 -20%
RA
7
Royce & Associates
New York
$32.2M -$6.07M -87,000 -17%
JP Morgan Chase
8
JP Morgan Chase
New York
$31.3M -$4.25M -60,969 -13%
Handelsbanken Fonder
9
Handelsbanken Fonder
Sweden
$25.9M +$1.6M +23,000 +7%
Northern Trust
10
Northern Trust
Illinois
$21.8M +$1.69M +24,194 +9%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$20.6M -$485K -6,953 -2%
State Street
12
State Street
Massachusetts
$17.6M +$202K +2,895 +1%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$16.7M +$812K +11,643 +6%
EAM
14
Eagle Asset Management
Florida
$16.6M -$2.61M -37,407 -14%
PFC
15
Phocas Financial Corp
California
$12.6M +$521K +7,471 +5%
EIP
16
Epoch Investment Partners
New York
$11.6M +$4.12M +59,097 +62%
TA
17
Teachers Advisors
New York
$10.7M +$8.2M +117,641 +477%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.2M +$1.01M +14,516 +12%
HI
19
Handelsinvest Investeringsforvaltning
Denmark
$10M +$3.93M +56,300 +73%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.73M +$3.58M +51,300 +66%
AQR Capital Management
21
AQR Capital Management
Connecticut
$8.84M +$244K +3,501 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.47M -$560K -8,025 -7%
Morgan Stanley
23
Morgan Stanley
New York
$7.81M +$1.48M +21,238 +26%
BTW
24
Boston Trust Walden
Massachusetts
$7.56M +$7.01M +100,556 New
Ameriprise
25
Ameriprise
Minnesota
$7.01M +$1.39M +19,918 +27%
1
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KAI Hedge Fund Activity: Q2 2017 in Review

148 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2017, worth a combined $745M — up 28% from $580M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KAI positions and 19 closed out — a net gain of 9 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $9.95M. The largest seller was Macquarie Group, cutting an estimated $7.6M.

  • 148 institutional investors held Kadant (KAI) as of Q2 2017, up from 139 in Q1 2017.
  • Funds reported $745M of Kadant stock for Q2 2017, up 28% quarter-over-quarter.
  • 28 funds opened new Kadant positions in Q2 2017 and 19 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q2 2017 was BlackRock, an estimated $9.95M added.
  • The largest Kadant seller in Q2 2017 was Macquarie Group, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2017.