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148 hedge funds and large institutions have $944M invested in Kadant in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.85% more ownership

Funds ownership: 94.67%95.52% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $960M → $944M (-$15.9M)

2% less funds holding

Funds holding: 151148 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
41
Closed
17
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$115M +$5.94M +69,255 +6%
BlackRock
2
BlackRock
New York
$85.3M +$2.57M +29,921 +3%
BBHC
3
Brown Brothers Harriman & Co
New York
$61.7M +$29.5M +344,270 +96%
RA
4
Royce & Associates
New York
$55.2M +$2.01M +23,468 +4%
Macquarie Group
5
Macquarie Group
Australia
$52M -$11.8M -137,392 -19%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.8M +$6.95K +81 +0%
Vanguard Group
7
Vanguard Group
Pennsylvania
$47.7M +$915K +10,672 +2%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$44.2M -$12.1M -141,000 -22%
Wells Fargo
9
Wells Fargo
California
$40.6M +$2.29M +26,691 +6%
Brown Advisory
10
Brown Advisory
Maryland
$31.2M -$1.63M -19,044 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$28.8M +$3.31M +38,590 +13%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$27.6M -$50.6K -590 -0.2%
State Street
13
State Street
Massachusetts
$20.9M +$494K +5,765 +2%
Northern Trust
14
Northern Trust
Illinois
$20.2M +$341K +3,983 +2%
CB
15
Cooke & Bieler
Pennsylvania
$17.5M +$8.86M +103,372 +108%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$16.8M +$1.76M +20,566 +12%
HI
17
Handelsinvest Investeringsforvaltning
Denmark
$15.8M -$857K -10,000 -5%
N
18
Nuveen
North Carolina
$14.4M -$55.4K -646 -0.4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.3M +$300K +3,497 +3%
BTW
20
Boston Trust Walden
Massachusetts
$11.4M +$88.7K +1,034 +0.8%
EAM
21
Eagle Asset Management
Florida
$11.3M -$1.31M -15,289 -11%
PFC
22
Phocas Financial Corp
California
$11.2M -$23.1K -269 -0.2%
UBS AM
23
UBS AM
Illinois
$10.2M -$151K -1,760 -1%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$9.96M +$31.3K +365 +0.3%
Stifel Financial
25
Stifel Financial
Missouri
$9.63M -$2.32M -27,027 -20%

KAI Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2019, worth a combined $944M — down 1.7% from $960M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KAI and 15 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $29.5M. The largest seller was Handelsbanken Fonder, cutting an estimated $12.1M.

  • 148 institutional investors held Kadant (KAI) as of Q3 2019, down from 151 in Q2 2019.
  • Funds reported $944M of Kadant stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q3 2019 and 17 closed out, a net change of -2 holders.
  • The largest Kadant buyer in Q3 2019 was Brown Brothers Harriman & Co, an estimated $29.5M added.
  • The largest Kadant seller in Q3 2019 was Handelsbanken Fonder, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.