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163 hedge funds and large institutions have $1.09B invested in Kadant in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $949M → $1.09B (+$144M)

0.19% more ownership

Funds ownership: 91.13%91.33% (+0.19%)

2% less funds holding

Funds holding: 167163 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

29% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

36% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 59

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
38
Reduced
59
Closed
21
Calls
$722K
Puts
$1.01M
Net Calls
-$291K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$96.3M +$55.3M +556,816 +166%
BlackRock
2
BlackRock
New York
$92M -$21.5M -215,815 -20%
Macquarie Group
3
Macquarie Group
Australia
$68.1M +$6.89M +69,325 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.3M -$8.04M -80,853 -12%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$58.1M +$4.3M +43,303 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$56.2M +$484K +4,865 +0.9%
Wells Fargo
7
Wells Fargo
California
$52.8M +$768K +7,726 +2%
RA
8
Royce & Associates
New York
$52.5M +$447K +4,500 +0.9%
Brown Advisory
9
Brown Advisory
Maryland
$45.6M -$1.65M -16,616 -4%
JP Morgan Chase
10
JP Morgan Chase
New York
$31M -$2.1M -21,151 -7%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$25.2M +$3.7M +37,236 +19%
EIP
12
Epoch Investment Partners
New York
$24.5M -$1.04M -10,493 -4%
Northern Trust
13
Northern Trust
Illinois
$24.4M -$910K -9,157 -4%
State Street
14
State Street
Massachusetts
$23.4M +$450K +4,528 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$18.9M -$6.52M -65,584 -27%
EAM
16
Eagle Asset Management
Florida
$18.3M +$103K +1,035 +0.6%
HI
17
Handelsinvest Investeringsforvaltning
Denmark
$17.9M +$2.27M +22,845 +16%
TA
18
Teachers Advisors
New York
$16.9M +$51.8K +521 +0.3%
PFC
19
Phocas Financial Corp
California
$16.3M -$282K -2,842 -2%
CAM
20
Cortina Asset Management
Wisconsin
$16M -$760K -7,644 -5%
BTW
21
Boston Trust Walden
Massachusetts
$14.4M -$711K -7,156 -5%
UBS AM
22
UBS AM
Illinois
$13.9M +$481K +4,843 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.6M +$644K +6,482 +6%
DCM
24
Driehaus Capital Management
Illinois
$11.1M +$2.55M +25,655 +33%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.9M -$182K -1,827 -2%

KAI Hedge Fund Activity: Q3 2018 in Review

163 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2018, worth a combined $1.09B — up 15% from $949M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KAI and 18 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 38 added.

The largest buyer was Wasatch Advisors, adding an estimated $55.3M. The largest seller was BlackRock, cutting an estimated $21.5M.

  • 163 institutional investors held Kadant (KAI) as of Q3 2018, down from 167 in Q2 2018.
  • Funds reported $1.09B of Kadant stock for Q3 2018, up 15% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q3 2018 and 21 closed out, a net change of -3 holders.
  • The largest Kadant buyer in Q3 2018 was Wasatch Advisors, an estimated $55.3M added.
  • The largest Kadant seller in Q3 2018 was BlackRock, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2018.