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133 hedge funds and large institutions have $1.09B invested in Kadant in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $833M → $1.09B (+$262M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

2% more funds holding

Funds holding: 130133 (+3)

1.41% less ownership

Funds ownership: 97.23%95.81% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
47
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$162M +$2.29M +25,768 +2%
BlackRock
2
BlackRock
New York
$86.2M -$9.66M -108,488 -11%
BBHC
3
Brown Brothers Harriman & Co
New York
$70.7M
Macquarie Group
4
Macquarie Group
Australia
$61.1M +$529K +5,939 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$59.5M +$4.45M +49,939 +9%
RA
6
Royce & Associates
New York
$57.7M -$8.01M -89,978 -13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$54.6M +$859K +9,649 +2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$50.2M +$3.46M +38,827 +8%
Wells Fargo
9
Wells Fargo
California
$49.3M +$881K +9,900 +2%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$39.5M -$29.3M -329,232 -45%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$28.3M -$1.07M -11,989 -4%
Brown Advisory
12
Brown Advisory
Maryland
$27.4M -$4.01M -45,016 -14%
CB
13
Cooke & Bieler
Pennsylvania
$26.9M -$895K -10,050 -4%
State Street
14
State Street
Massachusetts
$26.8M +$3.31M +37,122 +16%
Northern Trust
15
Northern Trust
Illinois
$25.7M +$2.7M +30,313 +13%
RP
16
Riverbridge Partners
Minnesota
$21.3M +$19.1M +214,194 New
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$17.6M +$15.3M +171,758 +3,665%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$16.3M +$598K +6,715 +4%
BTW
19
Boston Trust Walden
Massachusetts
$14.9M +$1.15M +12,877 +9%
HI
20
Handelsinvest Investeringsforvaltning
Denmark
$14M -$3.56M -40,000 -22%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$12.6M -$973K -10,930 -8%
EAM
22
Eagle Asset Management
Florida
$9.87M -$4.25M -47,712 -32%
Bank of America
23
Bank of America
North Carolina
$8.92M +$2.13M +23,930 +36%
Charles Schwab
24
Charles Schwab
California
$8.58M +$855K +9,608 +13%
EIP
25
Epoch Investment Partners
New York
$8.03M +$4.89M +54,890 +214%

KAI Hedge Fund Activity: Q2 2020 in Review

133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2020, worth a combined $1.09B — up 32% from $833M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 20 closed out — a net gain of 3 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $19.1M. The largest seller was Handelsbanken Fonder, cutting an estimated $29.3M.

  • 133 institutional investors held Kadant (KAI) as of Q2 2020, up from 130 in Q1 2020.
  • Funds reported $1.09B of Kadant stock for Q2 2020, up 32% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q2 2020 and 20 closed out, a net change of +3 holders.
  • The largest Kadant buyer in Q2 2020 was Riverbridge Partners, an estimated $19.1M added.
  • The largest Kadant seller in Q2 2020 was Handelsbanken Fonder, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2020.