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149 hedge funds and large institutions have $1.54B invested in Kadant in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $1.2B → $1.54B (+$342M)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

3% more funds holding

Funds holding: 144149 (+5)

0.17% less ownership

Funds ownership: 95.41%95.23% (-0.17%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $296K

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
52
Reduced
47
Closed
14
Calls
Puts
$296K
Net Calls
-$296K
Net Calls Change
-$77K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$239M +$1.94M +15,224 +0.9%
BlackRock
2
BlackRock
New York
$120M +$5.72M +44,942 +6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$101M +$2.87M +22,577 +3%
BBHC
4
Brown Brothers Harriman & Co
New York
$100M
Vanguard Group
5
Vanguard Group
Pennsylvania
$81.6M +$1.94M +15,226 +3%
RA
6
Royce & Associates
New York
$76M -$944K -7,418 -1%
Macquarie Group
7
Macquarie Group
Australia
$75.6M -$23.7K -186 -0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$68.9M -$3.67M -28,857 -6%
Wells Fargo
9
Wells Fargo
California
$63M -$5.34M -41,939 -9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$56.1M +$2.94M +23,067 +6%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$40.4M -$1.59M -12,522 -4%
State Street
12
State Street
Massachusetts
$36M -$647K -5,082 -2%
Northern Trust
13
Northern Trust
Illinois
$34.1M -$690K -5,424 -2%
RP
14
Riverbridge Partners
Minnesota
$33.1M +$3.27M +25,681 +12%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$32.4M -$18.4M -144,500 -39%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$31.5M +$30.4K +239 +0.1%
Brown Advisory
17
Brown Advisory
Maryland
$29.3M -$3.13M -24,593 -11%
Chevy Chase Trust
18
Chevy Chase Trust
Maryland
$27.1M +$24.4M +191,934 New
CB
19
Cooke & Bieler
Pennsylvania
$24.6M +$755K +5,931 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$23.4M +$717K +5,632 +4%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$13.9M -$2.52M -19,777 -17%
Charles Schwab
22
Charles Schwab
California
$13.1M +$550K +4,324 +5%
Bank of America
23
Bank of America
North Carolina
$11.8M -$438K -3,443 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.8M +$2.49M +19,571 +34%
BCIM
25
British Columbia Investment Management
British Columbia, Canada
$10.5M +$764K +6,000 +9%

KAI Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2020, worth a combined $1.54B — up 28% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KAI positions and 14 closed out — a net gain of 5 holders — while 52 added to existing stakes and 47 trimmed.

The largest buyer was Chevy Chase Trust, opening a new position worth an estimated $24.4M. The largest seller was Handelsbanken Fonder, cutting an estimated $18.4M.

  • 149 institutional investors held Kadant (KAI) as of Q4 2020, up from 144 in Q3 2020.
  • Funds reported $1.54B of Kadant stock for Q4 2020, up 28% quarter-over-quarter.
  • 19 funds opened new Kadant positions in Q4 2020 and 14 closed out, a net change of +5 holders.
  • The largest Kadant buyer in Q4 2020 was Chevy Chase Trust, an estimated $24.4M added.
  • The largest Kadant seller in Q4 2020 was Handelsbanken Fonder, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.