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237 hedge funds and large institutions have $3.34B invested in Kadant in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 61 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $364K

194% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 17

25% more capital invested

Capital invested by funds: $2.68B → $3.34B (+$661M)

14% more funds holding

Funds holding: 207237 (+30)

0.34% more ownership

Funds ownership: 101.38%101.72% (+0.34%)

31% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
237
Holders Change
+30
Holders Change %
+14.49%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
50
Increased
61
Reduced
88
Closed
17
Calls
$1.29M
Puts
$364K
Net Calls
+$925K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$373M +$210M +837,497 +170%
WA
2
Wasatch Advisors
Utah
$298M -$60.8M -242,964 -19%
BlackRock
3
BlackRock
New York
$264M +$19.4M +77,645 +9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$256M -$2.6M -10,403 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$185M +$722K +2,885 +0.4%
Capital International Investors
6
Capital International Investors
California
$172M
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$150M -$7.23M -28,884 -5%
Macquarie Group
8
Macquarie Group
Australia
$112M -$17.3M -69,071 -15%
RA
9
Royce & Associates
New York
$96.5M -$10.5M -42,077 -11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$91.8M -$7.8M -31,187 -9%
State Street
11
State Street
Massachusetts
$74.2M +$1.98M +7,922 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$74.1M +$2.78M +11,130 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$64.8M -$1.72M -6,887 -3%
RP
14
Riverbridge Partners
Minnesota
$63.2M -$689K -2,752 -1%
BBHC
15
Brown Brothers Harriman & Co
New York
$62.5M -$23.6M -94,455 -30%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$48.8M -$4.08M -16,320 -9%
Ameriprise
17
Ameriprise
Minnesota
$47.8M -$14.5M -57,871 -25%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$47.3M -$5.5M -22,000 -12%
Brown Advisory
19
Brown Advisory
Maryland
$42.2M -$888K -3,549 -2%
Northern Trust
20
Northern Trust
Illinois
$39.9M -$56.3K -225 -0.2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$38.2M -$702K -2,807 -2%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$35.2M +$2.73M +10,921 +10%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$33.2M +$4.14M +16,541 +16%
Charles Schwab
24
Charles Schwab
California
$32.2M +$153K +611 +0.5%
Morgan Stanley
25
Morgan Stanley
New York
$31.2M +$15M +60,049 +117%

KAI Hedge Fund Activity: Q4 2023 in Review

237 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q4 2023, worth a combined $3.34B — up 25% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new KAI positions and 17 closed out — a net gain of 33 holders — while 61 added to existing stakes and 88 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $210M. The largest seller was Allspring Global Investments, cutting an estimated $85.7M.

  • 237 institutional investors held Kadant (KAI) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $3.34B of Kadant stock for Q4 2023, up 25% quarter-over-quarter.
  • 50 funds opened new Kadant positions in Q4 2023 and 17 closed out, a net change of +33 holders.
  • The largest Kadant buyer in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $210M added.
  • The largest Kadant seller in Q4 2023 was Allspring Global Investments, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2023.