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207 hedge funds and large institutions have $2.68B invested in Kadant in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more funds holding

Funds holding: 192207 (+15)

7% more capital invested

Capital invested by funds: $2.51B → $2.68B (+$169M)

4.82% more ownership

Funds ownership: 96.56%101.38% (+4.8%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
71
Closed
11
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$295M -$1.25M -5,774 -0.4%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$208M +$7.87M +36,337 +4%
BlackRock
3
BlackRock
New York
$195M -$10.7M -49,592 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$149M +$981K +4,529 +0.7%
Capital International Investors
5
Capital International Investors
California
$138M
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
$127M -$142K -654 -0.1%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$111M +$106M +491,463 New
Macquarie Group
8
Macquarie Group
Australia
$105M +$3.87M +17,849 +4%
RA
9
Royce & Associates
New York
$87.1M +$4.56M +21,047 +6%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$82.2M -$1.73M -7,994 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$80.9M -$341K -1,574 -0.4%
BBHC
12
Brown Brothers Harriman & Co
New York
$71.6M -$4.33M -19,994 -6%
State Street
13
State Street
Massachusetts
$57.9M -$44.8K -207 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$57.2M +$1.91M +8,827 +4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$53.7M +$292K +1,350 +0.6%
RP
16
Riverbridge Partners
Minnesota
$51.5M -$864K -3,989 -2%
Ameriprise
17
Ameriprise
Minnesota
$51.5M -$331K -1,527 -0.7%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$43M +$1.52M +7,000 +4%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$43M -$2.64M -12,187 -6%
Brown Advisory
20
Brown Advisory
Maryland
$34.8M +$4.98M +22,978 +18%
Northern Trust
21
Northern Trust
Illinois
$32.1M +$191K +880 +0.6%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$31.4M -$1.33M -6,122 -4%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$25.9M +$24.8M +114,715 New
Charles Schwab
24
Charles Schwab
California
$25.7M +$759K +3,503 +3%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$23M -$1.09M -5,043 -5%

KAI Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q3 2023, worth a combined $2.68B — up 6.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KAI positions and 11 closed out — a net gain of 16 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $106M. The largest seller was BlackRock, cutting an estimated $10.7M.

  • 207 institutional investors held Kadant (KAI) as of Q3 2023, up from 192 in Q2 2023.
  • Funds reported $2.68B of Kadant stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 27 funds opened new Kadant positions in Q3 2023 and 11 closed out, a net change of +16 holders.
  • The largest Kadant buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Kadant seller in Q3 2023 was BlackRock, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2023.