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144 hedge funds and large institutions have $1.17B invested in Kadant in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $944M → $1.17B (+$230M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3.49% more ownership

Funds ownership: 95.52%99.01% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 148144 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
50
Reduced
42
Closed
22
Calls
$200K
Puts
Net Calls
+$200K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$162M +$21.6M +227,994 +17%
BlackRock
2
BlackRock
New York
$103M +$291K +3,068 +0.3%
BBHC
3
Brown Brothers Harriman & Co
New York
$74M
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$69.5M +$14.9M +156,700 +31%
RA
5
Royce & Associates
New York
$65.1M -$1.05M -11,026 -2%
Macquarie Group
6
Macquarie Group
Australia
$63.6M +$1.11M +11,687 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$57.5M +$263K +2,775 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$56.6M -$692K -7,291 -1%
Wells Fargo
9
Wells Fargo
California
$49.9M +$1.03M +10,871 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$42M +$6.67M +70,249 +21%
Brown Advisory
11
Brown Advisory
Maryland
$37.4M -$97.2K -1,024 -0.3%
CB
12
Cooke & Bieler
Pennsylvania
$37.1M +$14.5M +152,473 +76%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$31.1M -$1.85M -19,525 -6%
State Street
14
State Street
Massachusetts
$25.5M +$376K +3,958 +2%
Northern Trust
15
Northern Trust
Illinois
$23.7M -$486K -5,119 -2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$20.3M +$126K +1,322 +0.7%
HI
17
Handelsinvest Investeringsforvaltning
Denmark
$17.9M -$950K -10,000 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$15.3M +$512K +5,395 +4%
BTW
19
Boston Trust Walden
Massachusetts
$13.9M +$267K +2,807 +2%
EAM
20
Eagle Asset Management
Florida
$12.8M -$750K -7,904 -6%
UBS AM
21
UBS AM
Illinois
$12.4M +$112K +1,176 +1%
PFC
22
Phocas Financial Corp
California
$10.8M -$2.45M -25,811 -20%
Stifel Financial
23
Stifel Financial
Missouri
$10.8M -$725K -7,639 -7%
DCM
24
Driehaus Capital Management
Illinois
$7.8M +$6.17M +64,998 +715%
Invesco
25
Invesco
Georgia
$7.28M +$3.65M +38,452 +125%

KAI Hedge Fund Activity: Q4 2019 in Review

144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2019, worth a combined $1.17B — up 24% from $944M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KAI and 18 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 50 added.

The largest buyer was Wasatch Advisors, adding an estimated $21.6M. The largest seller was Nuveen, cutting an estimated $10.6M.

  • 144 institutional investors held Kadant (KAI) as of Q4 2019, down from 148 in Q3 2019.
  • Funds reported $1.17B of Kadant stock for Q4 2019, up 24% quarter-over-quarter.
  • 18 funds opened new Kadant positions in Q4 2019 and 22 closed out, a net change of -4 holders.
  • The largest Kadant buyer in Q4 2019 was Wasatch Advisors, an estimated $21.6M added.
  • The largest Kadant seller in Q4 2019 was Nuveen, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2019.