KAYDON CORP
KDN
KDN was delisted on the 15th of October, 2013.
147 hedge funds and large institutions have $962M invested in KAYDON CORP in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 35 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
21% more capital invested
Capital invested by funds: $794M → $962M (+$168M)
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
2% more funds holding
Funds holding: 144 → 147 (+3)
10% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 42
94% less call options, than puts
Call options by funds: $25K | Put options by funds: $394K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Paulson & Co
New York
|
+$30.9M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$30.8M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
+$24.4M |
| 4 |
CCMU
Cheyne Capital Management (UK)
London,
United Kingdom
|
+$20.3M |
| 5 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$47.8M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$41M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$35.3M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$29.4M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$27.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
176
Munder Capital Management
Birmingham,
Michigan
| – | -$54K | -1,950 | Closed |
|
|
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$28K | -1,000 | Closed |
|
|
CAM
178
ClariVest Asset Management
San Diego,
California
| – | -$19K | -674 | Closed |
|
|
OMCS
179
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$11K | -400 | Closed |
|
|
SSG
180
Summit Securities Group
New York
| – | -$3K | -100 | Closed |
|
|
LTFS
181
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$2.72K | -88 | -96% |
|
182
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -73 | Closed |
|
KDN Hedge Fund Activity: Q3 2013 in Review
147 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in KAYDON CORP (KDN) for Q3 2013, worth a combined $962M — up 21% from $794M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new KDN positions and 35 closed out — a net gain of 4 holders — while 38 added to existing stakes and 42 trimmed.
The largest buyer was Paulson & Co, opening a new position worth an estimated $30.9M. The largest seller was American Century Companies, cutting an estimated $47.8M.
- 147 institutional investors held KAYDON CORP (KDN) as of Q3 2013, up from 144 in Q2 2013.
- Funds reported $962M of KAYDON CORP stock for Q3 2013, up 21% quarter-over-quarter.
- 39 funds opened new KAYDON CORP positions in Q3 2013 and 35 closed out, a net change of +4 holders.
- The largest KAYDON CORP buyer in Q3 2013 was Paulson & Co, an estimated $30.9M added.
- The largest KAYDON CORP seller in Q3 2013 was American Century Companies, an estimated $47.8M sold.
Based on aggregated 13F filings for Q3 2013.