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172 hedge funds and large institutions have $1B invested in Kadant in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $803K

7% more funds holding

Funds holding: 161172 (+11)

4% more capital invested

Capital invested by funds: $968M → $1B (+$36.5M)

0% less ownership

Funds ownership: 90.86%90.86% (-0%)

25% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 64

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
31
Increased
48
Reduced
64
Closed
19
Calls
$1.15M
Puts
$803K
Net Calls
+$342K
Net Calls Change
-$761K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$5.33M +52,518 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$87.1M -$1.95M -19,180 -2%
Macquarie Group
3
Macquarie Group
Australia
$54.4M +$3.51M +34,614 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.3M +$1.67M +16,492 +3%
Brown Advisory
5
Brown Advisory
Maryland
$48.9M -$4.23M -41,648 -8%
Wells Fargo
6
Wells Fargo
California
$44.2M -$5.38M -53,027 -11%
RA
7
Royce & Associates
New York
$38.6M +$11.8M +116,547 +43%
JP Morgan Chase
8
JP Morgan Chase
New York
$38.3M -$3.26M -32,166 -8%
Handelsbanken Fonder
9
Handelsbanken Fonder
Sweden
$35.1M +$2.03M +20,000 +6%
EIP
10
Epoch Investment Partners
New York
$29.8M +$11.8M +116,270 +64%
Northern Trust
11
Northern Trust
Illinois
$28.8M -$259K -2,549 -0.9%
State Street
12
State Street
Massachusetts
$22.2M +$517K +5,097 +2%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$21M +$576K +5,671 +3%
CAM
14
Cortina Asset Management
Wisconsin
$18.8M +$495K +4,880 +3%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$18.6M -$2.64M -26,048 -12%
EAM
16
Eagle Asset Management
Florida
$17.9M -$4.8M -47,315 -21%
PFC
17
Phocas Financial Corp
California
$16.5M -$708K -6,973 -4%
TA
18
Teachers Advisors
New York
$15.5M +$495K +4,878 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$14.7M +$5.58M +54,999 +60%
HI
20
Handelsinvest Investeringsforvaltning
Denmark
$13.4M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12M -$1.57M -15,425 -11%
BTW
22
Boston Trust Walden
Massachusetts
$9.93M -$199K -1,957 -2%
American Century Companies
23
American Century Companies
Missouri
$9.28M +$4.12M +40,602 +78%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.07M -$320K -3,149 -3%
AQR Capital Management
25
AQR Capital Management
Connecticut
$8.07M -$1.39M -13,692 -15%

KAI Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2017, worth a combined $1B — up 3.8% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KAI positions and 19 closed out — a net gain of 12 holders — while 48 added to existing stakes and 64 trimmed.

The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $8.67M sold.

  • 172 institutional investors held Kadant (KAI) as of Q4 2017, up from 161 in Q3 2017.
  • Funds reported $1B of Kadant stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 31 funds opened new Kadant positions in Q4 2017 and 19 closed out, a net change of +12 holders.
  • The largest Kadant buyer in Q4 2017 was Royce & Associates, an estimated $11.8M added.
  • The largest Kadant seller in Q4 2017 was Nationwide Fund Advisors, an estimated $8.67M sold.

Based on aggregated 13F filings for Q4 2017.