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201 hedge funds and large institutions have $2.33B invested in Kadant in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $496K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

22% more capital invested

Capital invested by funds: $1.91B → $2.33B (+$419M)

6% more funds holding

Funds holding: 190201 (+11)

0.14% more ownership

Funds ownership: 95.65%95.8% (+0.14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
201
Holders Change
+11
Holders Change %
+5.79%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
75
Reduced
57
Closed
10
Calls
$1.19M
Puts
$496K
Net Calls
+$693K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$303M -$17.2M -84,598 -6%
BlackRock
2
BlackRock
New York
$181M +$5.11M +25,178 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$181M +$3.15M +15,503 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M +$2.06M +10,150 +2%
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$118M +$13.5M +66,701 +13%
Capital International Investors
6
Capital International Investors
California
$106M -$17.3M -85,103 -14%
Macquarie Group
7
Macquarie Group
Australia
$92.7M +$2.01M +9,878 +2%
BBHC
8
Brown Brothers Harriman & Co
New York
$80.1M -$1.59M -7,840 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$77.8M -$3.18M -15,669 -4%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$76.5M -$12.4M -60,942 -14%
RA
11
Royce & Associates
New York
$74.9M -$14.5M -71,220 -17%
Ameriprise
12
Ameriprise
Minnesota
$55.2M -$6.79M -33,431 -11%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$54.3M -$438K -2,156 -0.8%
State Street
14
State Street
Massachusetts
$53.7M +$2.28M +11,228 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$49.4M +$776K +3,822 +2%
RP
16
Riverbridge Partners
Minnesota
$49.4M -$1.94M -9,533 -4%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$40.8M -$3.7M -18,234 -9%
Northern Trust
18
Northern Trust
Illinois
$36.5M +$89.9K +443 +0.3%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$35.3M +$4.14M +20,400 +14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$29.6M -$1.11M -5,475 -4%
Brown Advisory
21
Brown Advisory
Maryland
$29.5M +$18.3K +90 +0.1%
Charles Schwab
22
Charles Schwab
California
$22.8M +$136K +670 +0.6%
Goldman Sachs
23
Goldman Sachs
New York
$22.7M +$3.74M +18,428 +20%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$18.4M +$17.9M +88,290 New
Bank of America
25
Bank of America
North Carolina
$18.1M +$175K +864 +1%

KAI Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q1 2023, worth a combined $2.33B — up 22% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KAI positions and 10 closed out — a net gain of 11 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $17.9M. The largest seller was Capital International Investors, cutting an estimated $17.3M.

  • 201 institutional investors held Kadant (KAI) as of Q1 2023, up from 190 in Q4 2022.
  • Funds reported $2.33B of Kadant stock for Q1 2023, up 22% quarter-over-quarter.
  • 21 funds opened new Kadant positions in Q1 2023 and 10 closed out, a net change of +11 holders.
  • The largest Kadant buyer in Q1 2023 was Aberdeen Group, an estimated $17.9M added.
  • The largest Kadant seller in Q1 2023 was Capital International Investors, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.