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162 hedge funds and large institutions have $1.83B invested in Kadant in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 160162 (+2)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.64% less ownership

Funds ownership: 95.4%93.76% (-1.6%)

5% less capital invested

Capital invested by funds: $1.94B → $1.83B (-$106M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $317K

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
57
Reduced
56
Closed
13
Calls
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$287M +$10.9M +62,053 +4%
BlackRock
2
BlackRock
New York
$140M -$12.9M -73,053 -8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$137M +$186K +1,057 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$104M -$168K -953 -0.2%
RA
5
Royce & Associates
New York
$88.8M -$3.72M -21,149 -4%
Wells Fargo
6
Wells Fargo
California
$83.7M +$2.79M +15,874 +3%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$80.2M +$5.73M +32,548 +8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$78.5M -$1.34M -7,634 -2%
Macquarie Group
9
Macquarie Group
Australia
$76.3M -$377K -2,139 -0.5%
Capital International Investors
10
Capital International Investors
California
$73.7M +$28.6M +162,525 +64%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$70.9M +$221K +1,254 +0.3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$44.9M +$68K +386 +0.2%
Handelsbanken Fonder
13
Handelsbanken Fonder
Sweden
$44.1M +$3.84M +21,800 +10%
State Street
14
State Street
Massachusetts
$43.4M +$2.26M +12,839 +5%
RP
15
Riverbridge Partners
Minnesota
$40.1M +$1.89M +10,723 +5%
Brown Advisory
16
Brown Advisory
Maryland
$36.5M -$426K -2,422 -1%
Northern Trust
17
Northern Trust
Illinois
$33.9M -$55.8K -317 -0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$33.4M +$913K +5,186 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$24.7M -$15.4M -87,331 -38%
Charles Schwab
20
Charles Schwab
California
$16.9M +$377K +2,142 +2%
Bank of America
21
Bank of America
North Carolina
$16.1M -$463K -2,629 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.5M -$353K -2,005 -2%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$14M +$618K +3,512 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$13.4M +$1.49M +8,473 +12%
ZCM
25
Ziegler Capital Management
Illinois
$12.2M -$8.15M -46,310 -64%

KAI Hedge Fund Activity: Q2 2021 in Review

162 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2021, worth a combined $1.83B — down 5.5% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KAI positions and 13 closed out — a net gain of 2 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $28.6M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $28.5M sold.

  • 162 institutional investors held Kadant (KAI) as of Q2 2021, up from 160 in Q1 2021.
  • Funds reported $1.83B of Kadant stock for Q2 2021, down 5.5% quarter-over-quarter.
  • 15 funds opened new Kadant positions in Q2 2021 and 13 closed out, a net change of +2 holders.
  • The largest Kadant buyer in Q2 2021 was Capital International Investors, an estimated $28.6M added.
  • The largest Kadant seller in Q2 2021 was Cooke & Bieler, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2021.