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173 hedge funds and large institutions have $909M invested in Kadant in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $842M → $909M (+$67.5M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

5% more call options, than puts

Call options by funds: $369K | Put options by funds: $352K

1% more funds holding

Funds holding: 172173 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.01% less ownership

Funds ownership: 94%92.98% (-1%)

Holders
173
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
58
Reduced
54
Closed
18
Calls
$369K
Puts
$352K
Net Calls
+$17K
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$98.8M +$6.73M +78,147 +7%
BlackRock
2
BlackRock
New York
$70.1M +$630K +7,315 +0.9%
Macquarie Group
3
Macquarie Group
Australia
$64.3M +$2.23M +25,852 +4%
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$53.5M -$14M -162,567 -21%
RA
5
Royce & Associates
New York
$51.8M +$1.38M +16,030 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.1M -$315K -3,661 -0.7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$46.7M +$627K +7,279 +1%
Wells Fargo
8
Wells Fargo
California
$37M +$331K +3,851 +0.9%
Brown Advisory
9
Brown Advisory
Maryland
$33.3M -$984K -11,434 -3%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$28.8M +$3.16M +36,702 +13%
Northern Trust
11
Northern Trust
Illinois
$20M +$186K +2,166 +1%
State Street
12
State Street
Massachusetts
$19.6M +$718K +8,339 +4%
HI
13
Handelsinvest Investeringsforvaltning
Denmark
$15.5M +$861K +10,000 +6%
EAM
14
Eagle Asset Management
Florida
$14.6M -$246K -2,854 -2%
TA
15
Teachers Advisors
New York
$13.7M -$72.8K -846 -0.5%
PFC
16
Phocas Financial Corp
California
$12.5M -$141K -1,637 -1%
Stifel Financial
17
Stifel Financial
Missouri
$12.3M +$3.96M +45,969 +49%
Millennium Management
18
Millennium Management
New York
$11.6M +$5.35M +62,129 +89%
BTW
19
Boston Trust Walden
Massachusetts
$11.5M +$245K +2,850 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$11.2M +$737K +8,567 +7%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$10.9M +$3.73M +43,344 +54%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$10.6M +$10.4M +120,515 New
UBS AM
23
UBS AM
Illinois
$10.6M +$177K +2,055 +2%
Renaissance Technologies
24
Renaissance Technologies
New York
$10.3M -$2.21M -25,700 -18%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$10.1M -$2.68M -31,098 -21%

KAI Hedge Fund Activity: Q1 2019 in Review

173 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2019, worth a combined $909M — up 8% from $842M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KAI positions and 18 closed out — a net gain of 1 holder — while 58 added to existing stakes and 54 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $10.4M. The largest seller was Handelsbanken Fonder, cutting an estimated $14M.

  • 173 institutional investors held Kadant (KAI) as of Q1 2019, up from 172 in Q4 2018.
  • Funds reported $909M of Kadant stock for Q1 2019, up 8% quarter-over-quarter.
  • 19 funds opened new Kadant positions in Q1 2019 and 18 closed out, a net change of +1 holder.
  • The largest Kadant buyer in Q1 2019 was Neuberger Berman Group, an estimated $10.4M added.
  • The largest Kadant seller in Q1 2019 was Handelsbanken Fonder, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2019.