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257 hedge funds and large institutions have $3.72B invested in Kadant in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $1.2M

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

4.85% more ownership

Funds ownership: 102.98%107.82% (+4.8%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 260257 (-3)

6% less capital invested

Capital invested by funds: $3.96B → $3.72B (-$241M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
103
Reduced
71
Closed
39
Calls
$2.82M
Puts
$1.2M
Net Calls
+$1.62M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$396M +$4.42M +15,512 +1%
WA
2
Wasatch Advisors
Utah
$353M +$67.6M +237,254 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$284M +$5.99K +21 +0%
BlackRock
4
BlackRock
New York
$281M -$5.26M -18,448 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$246M -$12.9M -45,265 -5%
Capital International Investors
6
Capital International Investors
California
$185M +$4.85M +17,002 +3%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$144M -$2.06M -7,237 -1%
Macquarie Group
8
Macquarie Group
Australia
$94.6M +$414K +1,454 +0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$92.4M +$1.62M +5,700 +2%
Brown Advisory
10
Brown Advisory
Maryland
$91.5M +$49.4M +173,192 +125%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$87.2M +$4.98M +17,468 +6%
Capital World Investors
12
Capital World Investors
California
$83.5M +$217K +760 +0.3%
State Street
13
State Street
Massachusetts
$80.6M +$2.12M +7,431 +3%
RA
14
Royce & Associates
New York
$78.7M -$3.5M -12,263 -4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$64M -$3.46M -12,132 -5%
RP
16
Riverbridge Partners
Minnesota
$59.3M -$4.8M -16,829 -8%
BBHC
17
Brown Brothers Harriman & Co
New York
$56.7M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$41.9M +$698K +2,449 +2%
Ameriprise
19
Ameriprise
Minnesota
$41.3M +$3.23M +11,334 +9%
Wells Fargo
20
Wells Fargo
California
$39.8M +$10.7M +37,601 +38%
Norges Bank
21
Norges Bank
Norway
$39.6M +$996K +3,496 +3%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$39.1M -$1.22M -4,266 -3%
Northern Trust
23
Northern Trust
Illinois
$38.5M -$3.8M -13,335 -9%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$37.7M +$30.2M +105,899 +474%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$35.5M -$8.52M -29,900 -20%

KAI Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kadant (KAI) for Q2 2024, worth a combined $3.72B — down 6.1% from $3.96B a quarter earlier.

Fund positioning in KAI was balanced in Q2 2024: 39 funds opened new positions, 39 closed out, 103 added to existing stakes and 71 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $67.6M. The largest seller was Aberdeen Group, cutting an estimated $13.6M.

  • 257 institutional investors held Kadant (KAI) as of Q2 2024, down from 260 in Q1 2024.
  • Funds reported $3.72B of Kadant stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 39 funds opened new Kadant positions in Q2 2024 and 39 closed out, a net change of 0 holders.
  • The largest Kadant buyer in Q2 2024 was Wasatch Advisors, an estimated $67.6M added.
  • The largest Kadant seller in Q2 2024 was Aberdeen Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.