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160 hedge funds and large institutions have $1.94B invested in Kadant in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $1.54B → $1.94B (+$395M)

7% more funds holding

Funds holding: 149160 (+11)

0.16% more ownership

Funds ownership: 95.23%95.4% (+0.16%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.85M

Holders
160
Holders Change
+11
Holders Change %
+7.38%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
51
Reduced
55
Closed
10
Calls
Puts
$1.85M
Net Calls
-$1.85M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$290M -$19.9M -124,289 -7%
BlackRock
2
BlackRock
New York
$160M +$2.53M +15,806 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$144M +$10M +62,656 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$109M +$2.02M +12,587 +2%
RA
5
Royce & Associates
New York
$97.2M -$2.18M -13,568 -3%
Wells Fargo
6
Wells Fargo
California
$85M +$2.03M +12,648 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$83.8M -$5.67M -35,355 -7%
Macquarie Group
8
Macquarie Group
Australia
$80.6M -$16.1M -100,591 -19%
Chevy Chase Trust
9
Chevy Chase Trust
Maryland
$78.2M +$37M +230,719 +120%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$74.2M +$514K +3,204 +0.8%
Capital International Investors
11
Capital International Investors
California
$47.3M +$41M +255,734 New
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$47.1M -$5.15M -32,094 -11%
State Street
13
State Street
Massachusetts
$43.2M -$3.45M -21,543 -8%
Handelsbanken Fonder
14
Handelsbanken Fonder
Sweden
$42.3M -$241K -1,500 -0.7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$42.1M +$721K +4,498 +2%
RP
16
Riverbridge Partners
Minnesota
$40.1M -$2.82M -17,606 -8%
Brown Advisory
17
Brown Advisory
Maryland
$38.8M +$251K +1,567 +0.8%
Northern Trust
18
Northern Trust
Illinois
$35.6M -$7.88M -49,147 -20%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$34.1M +$2.91M +18,115 +11%
CB
20
Cooke & Bieler
Pennsylvania
$28.5M -$3.26M -20,336 -12%
Bank of America
21
Bank of America
North Carolina
$17.4M +$1.64M +10,253 +12%
Charles Schwab
22
Charles Schwab
California
$17.4M +$107K +666 +0.7%
JP Morgan Chase
23
JP Morgan Chase
New York
$15.6M +$1.26M +7,831 +10%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$14.1M -$3.55M -22,113 -22%
ZCM
25
Ziegler Capital Management
Illinois
$13.3M -$283K -1,766 -2%

KAI Hedge Fund Activity: Q1 2021 in Review

160 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2021, worth a combined $1.94B — up 26% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KAI positions and 10 closed out — a net gain of 13 holders — while 51 added to existing stakes and 55 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $41M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $31.1M.

  • 160 institutional investors held Kadant (KAI) as of Q1 2021, up from 149 in Q4 2020.
  • Funds reported $1.94B of Kadant stock for Q1 2021, up 26% quarter-over-quarter.
  • 23 funds opened new Kadant positions in Q1 2021 and 10 closed out, a net change of +13 holders.
  • The largest Kadant buyer in Q1 2021 was Capital International Investors, an estimated $41M added.
  • The largest Kadant seller in Q1 2021 was Brown Brothers Harriman & Co, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2021.