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161 hedge funds and large institutions have $968M invested in Kadant in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

70% more call options, than puts

Call options by funds: $2.68M | Put options by funds: $1.58M

30% more capital invested

Capital invested by funds: $745M → $968M (+$223M)

9% more funds holding

Funds holding: 148161 (+13)

0.87% more ownership

Funds ownership: 89.99%90.86% (+0.87%)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

Holders
161
Holders Change
+13
Holders Change %
+8.78%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
49
Reduced
55
Closed
16
Calls
$2.68M
Puts
$1.58M
Net Calls
+$1.1M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M +$19M +223,971 +26%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$87.4M -$456K -5,372 -0.6%
Brown Advisory
3
Brown Advisory
Maryland
$52.1M -$2.32M -27,406 -5%
Macquarie Group
4
Macquarie Group
Australia
$50M +$4.85M +57,222 +13%
Wells Fargo
5
Wells Fargo
California
$48.6M -$25.8M -304,112 -38%
Vanguard Group
6
Vanguard Group
Pennsylvania
$47.8M +$1.13M +13,304 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$40.3M -$265K -3,129 -0.8%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$32.5M -$1.27M -15,000 -4%
Northern Trust
9
Northern Trust
Illinois
$28.5M -$100K -1,181 -0.4%
RA
10
Royce & Associates
New York
$26.4M -$13.6M -160,495 -37%
EAM
11
Eagle Asset Management
Florida
$22.5M +$438K +5,164 +2%
State Street
12
State Street
Massachusetts
$21.3M -$1.48M -17,405 -7%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$20.8M -$5.32M -62,699 -23%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$20M -$1.57M -18,484 -8%
CAM
15
Cortina Asset Management
Wisconsin
$17.9M +$8.01M +94,500 +108%
EIP
16
Epoch Investment Partners
New York
$17.8M +$2.27M +26,771 +17%
TA
17
Teachers Advisors
New York
$14.8M +$628K +7,400 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.3M -$97K -1,144 -0.8%
HI
19
Handelsinvest Investeringsforvaltning
Denmark
$13.1M
TCIM
20
TIAA CREF Investment Management
New York
$10.9M +$1.86M +21,958 +25%
BTW
21
Boston Trust Walden
Massachusetts
$9.94M +$26.7K +315 +0.3%
Goldman Sachs
22
Goldman Sachs
New York
$9.47M +$6.41M +75,535 +367%
AQR Capital Management
23
AQR Capital Management
Connecticut
$9.28M -$1.98M -23,367 -20%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.21M -$1.63M -19,182 -17%
Renaissance Technologies
25
Renaissance Technologies
New York
$9.01M -$3.22M -38,000 -29%

KAI Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2017, worth a combined $968M — up 30% from $745M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 16 closed out — a net gain of 14 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $19M. The largest seller was Wells Fargo, cutting an estimated $25.8M.

  • 161 institutional investors held Kadant (KAI) as of Q3 2017, up from 148 in Q2 2017.
  • Funds reported $968M of Kadant stock for Q3 2017, up 30% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q3 2017 and 16 closed out, a net change of +14 holders.
  • The largest Kadant buyer in Q3 2017 was BlackRock, an estimated $19M added.
  • The largest Kadant seller in Q3 2017 was Wells Fargo, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2017.