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Kennametal

228 hedge funds and large institutions have $3.2B invested in Kennametal in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.6% more ownership

Funds ownership: 95.39%98% (+2.6%)

2% less call options, than puts

Call options by funds: $566K | Put options by funds: $578K

3% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 78

8% less capital invested

Capital invested by funds: $3.47B → $3.2B (-$271M)

11% less funds holding

Funds holding: 257228 (-29)

55% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 49

Holders
228
Holders Change
-29
Holders Change %
-11.28%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
76
Reduced
78
Closed
49
Calls
$566K
Puts
$578K
Net Calls
-$12K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$187M +$2.59M +58,884 +1%
CWAM
2
Columbia Wanger Asset Management
Illinois
$178M -$34.6M -786,900 -15%
Artisan Partners
3
Artisan Partners
Wisconsin
$171M +$44.4M +1,011,818 +32%
AI
4
Ariel Investments
Illinois
$163M +$111M +2,520,746 +178%
RA
5
Royce & Associates
New York
$142M +$518K +11,800 +0.3%
JHIU
6
Janus Henderson Investors US
Colorado
$137M -$996K -22,675 -0.7%
CC
7
Carlson Capital
Texas
$107M +$98M +2,230,000 +603%
Goldman Sachs
8
Goldman Sachs
New York
$103M -$3.27M -74,491 -3%
Allianz Asset Management
9
Allianz Asset Management
Germany
$95.4M +$567K +12,900 +0.6%
BFA
10
BlackRock Fund Advisors
California
$94M +$3.74M +85,153 +4%
SCM
11
Snow Capital Management
Pennsylvania
$90.5M +$3.83M +87,135 +4%
State Street
12
State Street
Massachusetts
$90.4M -$1.77M -40,255 -2%
Invesco
13
Invesco
Georgia
$88.2M +$7.24M +164,910 +8%
BIT
14
BlackRock Institutional Trust
California
$87M -$1.55M -35,247 -2%
HCM
15
Highline Capital Management
New York
$78.9M +$29.9M +680,000 +55%
Franklin Resources
16
Franklin Resources
California
$73M +$1.05M +23,800 +1%
FMI
17
Fiduciary Management Inc
Wisconsin
$53.1M -$30.3M -688,725 -35%
Canada Life
18
Canada Life
Manitoba, Canada
$52.1M +$8.75M +199,127 +19%
TAM
19
Tocqueville Asset Management
New York
$51.5M -$1.14M -26,000 -2%
Victory Capital Management
20
Victory Capital Management
Texas
$50.9M -$8.63M -196,346 -14%
AllianceBernstein
21
AllianceBernstein
Tennessee
$47.1M -$593K -13,510 -1%
TCIM
22
TIAA CREF Investment Management
New York
$46.5M -$359K -8,167 -0.7%
VNIM
23
Vaughan Nelson Investment Management
Texas
$44.6M +$47.4M +1,078,700 New
GIM
24
Granahan Investment Management
Massachusetts
$40.8M
Brown Advisory
25
Brown Advisory
Maryland
$40.5M -$2.15M -48,871 -5%

KMT Hedge Fund Activity: Q3 2014 in Review

228 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q3 2014, worth a combined $3.2B — down 7.8% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of KMT and 22 opened new positions — a net loss of 27 holders — while 78 trimmed existing stakes and 76 added.

The largest buyer was Ariel Investments, adding an estimated $111M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $34.6M.

  • 228 institutional investors held Kennametal (KMT) as of Q3 2014, down from 257 in Q2 2014.
  • Funds reported $3.2B of Kennametal stock for Q3 2014, down 7.8% quarter-over-quarter.
  • 22 funds opened new Kennametal positions in Q3 2014 and 49 closed out, a net change of -27 holders.
  • The largest Kennametal buyer in Q3 2014 was Ariel Investments, an estimated $111M added.
  • The largest Kennametal seller in Q3 2014 was Columbia Wanger Asset Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2014.