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Kennametal

244 hedge funds and large institutions have $3.35B invested in Kennametal in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 240244 (+4)

4% more call options, than puts

Call options by funds: $386K | Put options by funds: $372K

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

1.57% less ownership

Funds ownership: 97.87%96.3% (-1.6%)

16% less capital invested

Capital invested by funds: $3.99B → $3.35B (-$643M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
244
Holders Change
+4
Holders Change %
+1.67%
% of All Funds
7.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
28
Increased
83
Reduced
82
Closed
22
Calls
$386K
Puts
$372K
Net Calls
+$14K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
151
Suntrust Banks
Georgia
$527K -$40.4M -883,179 -99%
WT
152
Wilmington Trust
Delaware
$524K
RJA
153
Raymond James & Associates
Florida
$522K +$540K +11,793 New
SBH
154
Segall Bryant & Hamill
Illinois
$503K
SAM
155
Securian Asset Management
Minnesota
$501K
M&T Bank
156
M&T Bank
New York
$496K
Legal & General Group
157
Legal & General Group
United Kingdom
$495K
KBC Group
158
KBC Group
Belgium
$486K -$28.7K -628 -5%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$486K -$1.42K -31 -0.3%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$475K
Natixis Advisors
161
Natixis Advisors
Massachusetts
$460K +$10.3K +225 +2%
FAAS
162
First Allied Advisory Services
California
$457K
IGIM
163
I.G. Investment Management
Manitoba, Canada
$439K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$430K -$10.3K -225 -2%
GD
165
Grandfield & Dodd
New York
$425K
LPL Financial
166
LPL Financial
California
$422K -$19.4K -423 -4%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$420K -$69.1K -1,510 -14%
OA
168
OFI Advisors
Pennsylvania
$387K +$76K +1,660 +23%
SCM
169
Shelton Capital Management
Colorado
$377K
ProShare Advisors
170
ProShare Advisors
Maryland
$365K -$2.22M -48,412 -85%
WAM
171
World Asset Management
Michigan
$342K -$687 -15 -0.2%
HCM
172
Horrell Capital Management
Arkansas
$324K
HighTower Advisors
173
HighTower Advisors
Illinois
$324K +$102K +2,228 +44%
Jane Street
174
Jane Street
New York
$312K +$323K +7,052 New
V
175
Veritable
Delaware
$305K +$127K +2,773 +68%

KMT Hedge Fund Activity: Q1 2014 in Review

244 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2014, worth a combined $3.35B — down 16% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KMT positions and 22 closed out — a net gain of 6 holders — while 83 added to existing stakes and 82 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $121M. The largest seller was Perkins Investment Management, cutting an estimated $109M.

  • 244 institutional investors held Kennametal (KMT) as of Q1 2014, up from 240 in Q4 2013.
  • Funds reported $3.35B of Kennametal stock for Q1 2014, down 16% quarter-over-quarter.
  • 28 funds opened new Kennametal positions in Q1 2014 and 22 closed out, a net change of +6 holders.
  • The largest Kennametal buyer in Q1 2014 was Artisan Partners, an estimated $121M added.
  • The largest Kennametal seller in Q1 2014 was Perkins Investment Management, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2014.