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184 hedge funds and large institutions have $2.44B invested in Kadant in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $2.13B → $2.44B (+$312M)

10% more funds holding

Funds holding: 168184 (+16)

0.5% more ownership

Funds ownership: 94.36%94.86% (+0.5%)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

Holders
184
Holders Change
+16
Holders Change %
+9.52%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
53
Reduced
63
Closed
14
Calls
$3.23M
Puts
Net Calls
+$3.23M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$358M -$11.4M -51,141 -3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$196M +$8.2M +36,771 +5%
BlackRock
3
BlackRock
New York
$182M +$3.82M +17,142 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M +$627K +2,814 +0.5%
Capital International Investors
5
Capital International Investors
California
$131M
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$114M +$4.97M +22,306 +5%
RA
7
Royce & Associates
New York
$102M -$8.46M -37,950 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$101M -$1.35M -6,058 -1%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$99.6M +$96.3M +432,203 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$90.3M -$1.66M -7,449 -2%
Macquarie Group
11
Macquarie Group
Australia
$87.8M +$1.77M +7,951 +2%
Handelsbanken Fonder
12
Handelsbanken Fonder
Sweden
$56.4M -$1.6M -7,160 -3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$56.4M -$1.07M -4,785 -2%
State Street
14
State Street
Massachusetts
$56.1M +$1.16M +5,220 +2%
RP
15
Riverbridge Partners
Minnesota
$54.3M +$1.94M +8,701 +4%
Ameriprise
16
Ameriprise
Minnesota
$47.7M +$46.2M +207,378 New
Brown Advisory
17
Brown Advisory
Maryland
$46.5M +$251K +1,128 +0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$43.9M +$45.5K +204 +0.1%
Northern Trust
19
Northern Trust
Illinois
$42.7M -$981K -4,401 -2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$30.9M -$461K -2,069 -2%
Charles Schwab
21
Charles Schwab
California
$22.7M +$314K +1,409 +1%
Bank of America
22
Bank of America
North Carolina
$19.4M -$1.41M -6,325 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$16.9M +$2.23K +10 +0%
ZCM
24
Ziegler Capital Management
Illinois
$15.6M -$253K -1,135 -2%
HI
25
Handelsinvest Investeringsforvaltning
Denmark
$15M

KAI Hedge Fund Activity: Q4 2021 in Review

184 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2021, worth a combined $2.44B — up 15% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KAI positions and 14 closed out — a net gain of 16 holders — while 53 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $46.2M. The largest seller was Wells Fargo, cutting an estimated $99.3M.

  • 184 institutional investors held Kadant (KAI) as of Q4 2021, up from 168 in Q3 2021.
  • Funds reported $2.44B of Kadant stock for Q4 2021, up 15% quarter-over-quarter.
  • 30 funds opened new Kadant positions in Q4 2021 and 14 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q4 2021 was Ameriprise, an estimated $46.2M added.
  • The largest Kadant seller in Q4 2021 was Wells Fargo, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2021.