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151 hedge funds and large institutions have $960M invested in Kadant in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $909M → $960M (+$50.5M)

1.69% more ownership

Funds ownership: 92.98%94.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 173151 (-22)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

57% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 35

Holders
151
Holders Change
-22
Holders Change %
-12.72%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
54
Closed
35
Calls
$372K
Puts
Net Calls
+$372K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$113M +$10.5M +117,255 +10%
BlackRock
2
BlackRock
New York
$85.5M +$13.1M +145,505 +18%
Macquarie Group
3
Macquarie Group
Australia
$66.3M -$66.9K -744 -0.1%
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$58.5M +$3.24M +36,000 +6%
RA
5
Royce & Associates
New York
$55M +$1.46M +16,206 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$49.5M -$233K -2,594 -0.5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$48.4M +$177K +1,968 +0.4%
Wells Fargo
8
Wells Fargo
California
$39.6M +$1.37M +15,241 +4%
Brown Advisory
9
Brown Advisory
Maryland
$34M -$334K -3,716 -1%
BBHC
10
Brown Brothers Harriman & Co
New York
$32.5M +$32.2M +358,094 New
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$28.6M -$1.11M -12,305 -4%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$26.3M +$15.2M +168,939 +140%
State Street
13
State Street
Massachusetts
$21.1M +$908K +10,104 +5%
Northern Trust
14
Northern Trust
Illinois
$20.6M -$68.4K -761 -0.3%
HI
15
Handelsinvest Investeringsforvaltning
Denmark
$17.3M +$1.25M +13,955 +8%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$15.5M +$4.19M +46,660 +38%
N
17
Nuveen
North Carolina
$14.9M +$14.8M +164,617 New
EAM
18
Eagle Asset Management
Florida
$13.1M -$1.97M -21,941 -13%
Stifel Financial
19
Stifel Financial
Missouri
$12.4M -$246K -2,740 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.4M +$783K +8,713 +7%
BTW
21
Boston Trust Walden
Massachusetts
$11.7M -$161K -1,789 -1%
PFC
22
Phocas Financial Corp
California
$11.7M -$1.25M -13,876 -10%
UBS AM
23
UBS AM
Illinois
$10.7M -$195K -2,174 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$10.3M +$2.08M +23,115 +26%
KCM
25
Kennedy Capital Management
Missouri
$9.49M +$812K +9,034 +9%

KAI Hedge Fund Activity: Q2 2019 in Review

151 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2019, worth a combined $960M — up 5.6% from $909M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of KAI and 15 opened new positions — a net loss of 20 holders — while 54 trimmed existing stakes and 41 added.

The largest buyer was Brown Brothers Harriman & Co, opening a new position worth an estimated $32.2M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 151 institutional investors held Kadant (KAI) as of Q2 2019, down from 173 in Q1 2019.
  • Funds reported $960M of Kadant stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2019 and 35 closed out, a net change of -20 holders.
  • The largest Kadant buyer in Q2 2019 was Brown Brothers Harriman & Co, an estimated $32.2M added.
  • The largest Kadant seller in Q2 2019 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2019.