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172 hedge funds and large institutions have $842M invested in Kadant in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

6% more funds holding

Funds holding: 163172 (+9)

2.67% more ownership

Funds ownership: 91.33%94% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 52

23% less capital invested

Capital invested by funds: $1.09B → $842M (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $732K

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
55
Reduced
52
Closed
17
Calls
Puts
$732K
Net Calls
-$732K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$85.2M +$14.3M +152,915 +17%
BlackRock
2
BlackRock
New York
$64.3M -$6M -64,061 -8%
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$62.8M +$21.8M +232,564 +43%
Macquarie Group
4
Macquarie Group
Australia
$57.4M +$6.84M +73,020 +12%
RA
5
Royce & Associates
New York
$46.7M +$8.09M +86,463 +18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$44.9M -$5.95M -63,581 -10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$42.6M +$164K +1,748 +0.3%
Wells Fargo
8
Wells Fargo
California
$34M -$6.77M -72,299 -15%
Brown Advisory
9
Brown Advisory
Maryland
$31.8M -$3.04M -32,482 -8%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$23.7M +$5.33M +56,909 +24%
Northern Trust
11
Northern Trust
Illinois
$18.3M -$104K -1,115 -0.5%
State Street
12
State Street
Massachusetts
$17.4M -$292K -3,114 -1%
EAM
13
Eagle Asset Management
Florida
$13.8M -$19.1K -204 -0.1%
HI
14
Handelsinvest Investeringsforvaltning
Denmark
$13.5M
TA
15
Teachers Advisors
New York
$12.8M +$76.3K +815 +0.5%
JP Morgan Chase
16
JP Morgan Chase
New York
$12.4M -$12.6M -134,704 -47%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$11.9M +$13.7M +145,981 New
PFC
18
Phocas Financial Corp
California
$11.7M -$676K -7,221 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.6M -$3.07M -32,816 -19%
BTW
20
Boston Trust Walden
Massachusetts
$10.4M -$590K -6,298 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.72M +$1.07M +11,383 +11%
UBS AM
22
UBS AM
Illinois
$9.62M -$1.01M -10,834 -8%
EIP
23
Epoch Investment Partners
New York
$8.84M -$11.1M -118,237 -52%
CAM
24
Cortina Asset Management
Wisconsin
$8.68M -$3.96M -42,258 -28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.66M +$514K +5,487 +5%

KAI Hedge Fund Activity: Q4 2018 in Review

172 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2018, worth a combined $842M — down 23% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KAI positions and 17 closed out — a net gain of 9 holders — while 55 added to existing stakes and 52 trimmed.

The largest buyer was Handelsbanken Fonder, adding an estimated $21.8M. The largest seller was JP Morgan Chase, cutting an estimated $12.6M.

  • 172 institutional investors held Kadant (KAI) as of Q4 2018, up from 163 in Q3 2018.
  • Funds reported $842M of Kadant stock for Q4 2018, down 23% quarter-over-quarter.
  • 26 funds opened new Kadant positions in Q4 2018 and 17 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q4 2018 was Handelsbanken Fonder, an estimated $21.8M added.
  • The largest Kadant seller in Q4 2018 was JP Morgan Chase, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2018.