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167 hedge funds and large institutions have $949M invested in Kadant in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 91.99%91.13% (-0.86%)

1% less capital invested

Capital invested by funds: $959M → $949M (-$9.87M)

5% less funds holding

Funds holding: 176167 (-9)

14% less call options, than puts

Call options by funds: $432K | Put options by funds: $500K

15% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 59

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
50
Reduced
59
Closed
21
Calls
$432K
Puts
$500K
Net Calls
-$68K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M +$1.46M +15,229 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$66.9M -$10.7M -111,297 -14%
Macquarie Group
3
Macquarie Group
Australia
$54.1M +$4.05M +42,172 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.7M +$691K +7,186 +1%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$47.6M +$11.1M +115,000 +30%
RA
6
Royce & Associates
New York
$46.4M +$2.82M +29,392 +6%
Wells Fargo
7
Wells Fargo
California
$46.3M +$2.77M +28,784 +6%
Brown Advisory
8
Brown Advisory
Maryland
$42.2M -$274K -2,849 -0.6%
WA
9
Wasatch Advisors
Utah
$32.3M +$14.5M +150,471 +81%
JP Morgan Chase
10
JP Morgan Chase
New York
$29.7M -$7.33M -76,287 -20%
Renaissance Technologies
11
Renaissance Technologies
New York
$23.2M +$6.3M +65,600 +37%
Northern Trust
12
Northern Trust
Illinois
$22.6M -$4.9M -50,946 -18%
State Street
13
State Street
Massachusetts
$20.4M -$288K -2,992 -1%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$18.9M +$338K +3,519 +2%
EAM
15
Eagle Asset Management
Florida
$16.2M -$2.03M -21,116 -11%
CAM
16
Cortina Asset Management
Wisconsin
$15M -$621K -6,464 -4%
TA
17
Teachers Advisors
New York
$15M +$45.7K +475 +0.3%
PFC
18
Phocas Financial Corp
California
$14.8M -$142K -1,474 -0.9%
HI
19
Handelsinvest Investeringsforvaltning
Denmark
$13.8M +$961K +10,000 +8%
BTW
20
Boston Trust Walden
Massachusetts
$13.6M -$318K -3,310 -2%
UBS AM
21
UBS AM
Illinois
$11.9M -$659K -6,852 -5%
TCIM
22
TIAA CREF Investment Management
New York
$10.4M +$3.75M +39,066 +57%
American Century Companies
23
American Century Companies
Missouri
$10.2M -$855K -8,894 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.87M -$757K -7,872 -7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9.76M +$876K +9,112 +10%

KAI Hedge Fund Activity: Q2 2018 in Review

167 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2018, worth a combined $949M — down 1% from $959M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KAI and 12 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $14.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.7M.

  • 167 institutional investors held Kadant (KAI) as of Q2 2018, down from 176 in Q1 2018.
  • Funds reported $949M of Kadant stock for Q2 2018, down 1% quarter-over-quarter.
  • 12 funds opened new Kadant positions in Q2 2018 and 21 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2018 was Wasatch Advisors, an estimated $14.5M added.
  • The largest Kadant seller in Q2 2018 was Dimensional Fund Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2018.