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192 hedge funds and large institutions have $2.51B invested in Kadant in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.33B → $2.51B (+$178M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.77% more ownership

Funds ownership: 95.8%96.56% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 201192 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
192
Holders Change
-9
Holders Change %
-4.48%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
69
Reduced
67
Closed
23
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$292M -$27.8M -138,685 -10%
BlackRock
2
BlackRock
New York
$203M +$8.42M +42,069 +5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$197M +$3.98M +19,860 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$145M +$1.17M +5,825 +0.9%
Capital International Investors
5
Capital International Investors
California
$136M +$21.2M +106,009 +21%
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$125M -$616K -3,074 -0.5%
Macquarie Group
7
Macquarie Group
Australia
$99.9M +$1.07M +5,355 +1%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$82.8M +$1.14M +5,714 +2%
RA
9
Royce & Associates
New York
$81.1M +$1.23M +6,159 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$80M -$2.59M -12,926 -3%
BBHC
11
Brown Brothers Harriman & Co
New York
$75M -$9.34M -46,660 -12%
State Street
12
State Street
Massachusetts
$57.1M -$111K -555 -0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.3M +$1.51M +7,522 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$52.5M -$4.75M -23,726 -9%
RP
15
Riverbridge Partners
Minnesota
$51.6M -$936K -4,672 -2%
Ameriprise
16
Ameriprise
Minnesota
$51M -$7.05M -35,200 -13%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$45M +$1.4M +6,967 +4%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$40.8M +$2.93M +14,650 +9%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$32.3M +$640K +3,194 +2%
Northern Trust
20
Northern Trust
Illinois
$31.4M -$6.7M -33,445 -19%
Brown Advisory
21
Brown Advisory
Maryland
$29.2M -$2M -9,997 -7%
Goldman Sachs
22
Goldman Sachs
New York
$25.7M +$1.33M +6,646 +6%
Charles Schwab
23
Charles Schwab
California
$24.6M +$221K +1,106 +1%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$23.8M +$3.76M +18,795 +21%
Bank of America
25
Bank of America
North Carolina
$21M +$1.47M +7,347 +8%

KAI Hedge Fund Activity: Q2 2023 in Review

192 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2023, worth a combined $2.51B — up 7.6% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KAI and 14 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 69 added.

The largest buyer was Capital International Investors, adding an estimated $21.2M. The largest seller was Wasatch Advisors, cutting an estimated $27.8M.

  • 192 institutional investors held Kadant (KAI) as of Q2 2023, down from 201 in Q1 2023.
  • Funds reported $2.51B of Kadant stock for Q2 2023, up 7.6% quarter-over-quarter.
  • 14 funds opened new Kadant positions in Q2 2023 and 23 closed out, a net change of -9 holders.
  • The largest Kadant buyer in Q2 2023 was Capital International Investors, an estimated $21.2M added.
  • The largest Kadant seller in Q2 2023 was Wasatch Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2023.