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168 hedge funds and large institutions have $2.13B invested in Kadant in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $756K

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $1.83B → $2.13B (+$299M)

4% more funds holding

Funds holding: 162168 (+6)

0.6% more ownership

Funds ownership: 93.76%94.36% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 59

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
59
Closed
8
Calls
$2.29M
Puts
$756K
Net Calls
+$1.53M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$327M -$5.44M -27,597 -2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$166M +$6.27M +31,788 +4%
BlackRock
3
BlackRock
New York
$157M -$4.11M -20,838 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$119M -$1.56M -7,902 -1%
Capital International Investors
5
Capital International Investors
California
$116M +$29.4M +148,906 +36%
RA
6
Royce & Associates
New York
$98.1M -$4.7M -23,836 -5%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$96.8M +$3.74M +18,994 +4%
Wells Fargo
8
Wells Fargo
California
$94.6M -$2.3M -11,653 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$90.4M -$479K -2,430 -0.5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$81.5M -$586K -2,975 -0.7%
Macquarie Group
11
Macquarie Group
Australia
$76.1M -$11.9M -60,388 -14%
Handelsbanken Fonder
12
Handelsbanken Fonder
Sweden
$51.4M +$296K +1,500 +0.6%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$50.9M -$1.1M -5,555 -2%
State Street
14
State Street
Massachusetts
$48.6M -$1.58M -8,021 -3%
RP
15
Riverbridge Partners
Minnesota
$46.3M -$189K -959 -0.4%
Brown Advisory
16
Brown Advisory
Maryland
$40.9M -$1.34M -6,823 -3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.8M +$89.3K +453 +0.2%
Northern Trust
18
Northern Trust
Illinois
$38.7M -$510K -2,588 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$27.8M -$874K -4,432 -3%
Charles Schwab
20
Charles Schwab
California
$19.8M +$218K +1,104 +1%
Bank of America
21
Bank of America
North Carolina
$18.4M -$195K -987 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$15M -$1.77M -8,998 -11%
PAMS
23
Pictet Asset Management (Switzerland)
Switzerland
$14.9M +$14.4M +73,204 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.6M -$984K -4,994 -7%
ZCM
25
Ziegler Capital Management
Illinois
$14M +$8.52M +43,243 +169%

KAI Hedge Fund Activity: Q3 2021 in Review

168 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2021, worth a combined $2.13B — up 16% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KAI positions and 8 closed out — a net gain of 9 holders — while 55 added to existing stakes and 59 trimmed.

The largest buyer was Capital International Investors, adding an estimated $29.4M. The largest seller was Macquarie Group, cutting an estimated $11.9M.

  • 168 institutional investors held Kadant (KAI) as of Q3 2021, up from 162 in Q2 2021.
  • Funds reported $2.13B of Kadant stock for Q3 2021, up 16% quarter-over-quarter.
  • 17 funds opened new Kadant positions in Q3 2021 and 8 closed out, a net change of +9 holders.
  • The largest Kadant buyer in Q3 2021 was Capital International Investors, an estimated $29.4M added.
  • The largest Kadant seller in Q3 2021 was Macquarie Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2021.