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181 hedge funds and large institutions have $1.87B invested in Kadant in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 96%96.3% (+0.3%)

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

5% less funds holding

Funds holding: 191181 (-10)

8% less capital invested

Capital invested by funds: $2.04B → $1.87B (-$168M)

15% less call options, than puts

Call options by funds: $367K | Put options by funds: $434K

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
181
Holders Change
-10
Holders Change %
-5.24%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
58
Reduced
61
Closed
25
Calls
$367K
Puts
$434K
Net Calls
-$67K
Net Calls Change
-$796K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$252M -$10.2M -54,602 -3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$143M +$8.83M +47,430 +6%
BlackRock
3
BlackRock
New York
$135M +$69.8K +375 +0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$104M +$1.56M +8,394 +1%
Capital International Investors
5
Capital International Investors
California
$95.9M +$1.48M +7,953 +1%
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$95.9M +$10.7M +57,365 +11%
RA
7
Royce & Associates
New York
$83.6M +$3.76M +20,196 +4%
Macquarie Group
8
Macquarie Group
Australia
$71M +$911K +4,895 +1%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$70.6M +$523K +2,809 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$65.8M -$1.44M -7,726 -2%
BBHC
11
Brown Brothers Harriman & Co
New York
$65.4M
Ameriprise
12
Ameriprise
Minnesota
$53.3M -$5.5M -29,536 -8%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$43.5M +$221K +1,187 +0.5%
RP
14
Riverbridge Partners
Minnesota
$41.7M -$263K -1,411 -0.6%
State Street
15
State Street
Massachusetts
$41M +$143K +768 +0.3%
Handelsbanken Fonder
16
Handelsbanken Fonder
Sweden
$37.1M +$55.8K +300 +0.1%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$36.6M -$2.92M -15,675 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$33.2M +$628K +3,375 +2%
Northern Trust
19
Northern Trust
Illinois
$28.8M -$140K -753 -0.4%
Brown Advisory
20
Brown Advisory
Maryland
$28.5M -$5.62M -30,200 -15%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$24.6M -$1.36M -7,281 -5%
Charles Schwab
22
Charles Schwab
California
$17.6M +$664K +3,568 +4%
Bank of America
23
Bank of America
North Carolina
$13.8M -$703K -3,777 -4%
UBS Group
24
UBS Group
Switzerland
$12.5M -$80.2K -431 -0.6%
CRC
25
Curi RMB Capital
Illinois
$11.3M +$71.1K +382 +0.6%

KAI Hedge Fund Activity: Q3 2022 in Review

181 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2022, worth a combined $1.87B — down 8.2% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KAI and 17 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 58 added.

The largest buyer was Chevy Chase Trust, adding an estimated $10.7M. The largest seller was Wasatch Advisors, cutting an estimated $10.2M.

  • 181 institutional investors held Kadant (KAI) as of Q3 2022, down from 191 in Q2 2022.
  • Funds reported $1.87B of Kadant stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 17 funds opened new Kadant positions in Q3 2022 and 25 closed out, a net change of -8 holders.
  • The largest Kadant buyer in Q3 2022 was Chevy Chase Trust, an estimated $10.7M added.
  • The largest Kadant seller in Q3 2022 was Wasatch Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2022.