Kadant
130 hedge funds and large institutions have $833M invested in Kadant in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 42
1.78% less ownership
Funds ownership: 99.01% → 97.23% (-1.8%)
10% less funds holding
Funds holding: 144 → 130 (-14)
29% less capital invested
Capital invested by funds: $1.17B → $833M (-$342M)
52% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$6.35M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$6.25M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$6.17M |
| 4 |
RA
Royce & Associates
New York
|
+$4.86M |
| 5 |
ROC
Running Oak Capital
Edina,
Minnesota
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$9.33M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.8M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$6.77M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$6.55M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$5.27M |
KAI Hedge Fund Activity: Q1 2020 in Review
130 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2020, worth a combined $833M — down 29% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of KAI and 11 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 52 added.
The largest buyer was Neuberger Berman Group, adding an estimated $6.35M. The largest seller was Stifel Financial, cutting an estimated $9.33M.
- 130 institutional investors held Kadant (KAI) as of Q1 2020, down from 144 in Q4 2019.
- Funds reported $833M of Kadant stock for Q1 2020, down 29% quarter-over-quarter.
- 11 funds opened new Kadant positions in Q1 2020 and 23 closed out, a net change of -12 holders.
- The largest Kadant buyer in Q1 2020 was Neuberger Berman Group, an estimated $6.35M added.
- The largest Kadant seller in Q1 2020 was Stifel Financial, an estimated $9.33M sold.
Based on aggregated 13F filings for Q1 2020.