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Kennametal

212 hedge funds and large institutions have $2.69B invested in Kennametal in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 62

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.63% more ownership

Funds ownership: 96.48%101.11% (+4.6%)

4% more call options, than puts

Call options by funds: $664K | Put options by funds: $637K

1% less capital invested

Capital invested by funds: $2.73B → $2.69B (-$34.6M)

8% less funds holding

Funds holding: 231212 (-19)

46% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 37

Holders
212
Holders Change
-19
Holders Change %
-8.23%
% of All Funds
5.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
95
Reduced
62
Closed
37
Calls
$664K
Puts
$637K
Net Calls
+$27K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$276M +$99.9M +2,959,253 +57%
Artisan Partners
2
Artisan Partners
Wisconsin
$234M +$28.2M +834,972 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$164M +$8.48M +251,038 +5%
JHIU
4
Janus Henderson Investors US
Colorado
$136M +$21.4M +632,591 +19%
CWAM
5
Columbia Wanger Asset Management
Illinois
$119M -$3.71M -110,000 -3%
Invesco
6
Invesco
Georgia
$111M +$30.9M +914,069 +38%
RA
7
Royce & Associates
New York
$108M -$7.67M -227,070 -7%
CC
8
Carlson Capital
Texas
$97.3M -$2.05M -60,820 -2%
SCM
9
Snow Capital Management
Pennsylvania
$86.3M +$2.18M +64,579 +3%
BFA
10
BlackRock Fund Advisors
California
$80.9M +$3.33M +98,772 +4%
State Street
11
State Street
Massachusetts
$74.4M +$881K +26,087 +1%
BIT
12
BlackRock Institutional Trust
California
$74M +$3.92M +116,157 +6%
Allianz Asset Management
13
Allianz Asset Management
Germany
$64.3M -$15.1M -447,100 -19%
GAM
14
Gotham Asset Management
New York
$58.7M +$58.8M +1,741,739 New
FMI
15
Fiduciary Management Inc
Wisconsin
$48.4M +$6.18M +183,087 +15%
PIM
16
Perkins Investment Management
Illinois
$41.4M +$41.5M +1,229,314 New
Canada Life
17
Canada Life
Manitoba, Canada
$41.1M +$329K +9,752 +0.8%
Victory Capital Management
18
Victory Capital Management
Texas
$37.7M -$3.68M -109,068 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.6M +$5.86M +173,454 +18%
FWIA
20
Fort Washington Investment Advisors
Ohio
$37M +$7.33M +217,047 +25%
TAM
21
Tocqueville Asset Management
New York
$35.3M -$9.04M -267,800 -20%
ACH
22
ArrowMark Colorado Holdings
Colorado
$34.6M +$5.38M +159,246 +18%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$33.8M +$4.81M +142,476 +17%
GIM
24
Granahan Investment Management
Massachusetts
$33.4M +$132K +3,900 +0.4%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$33.4M +$11M +324,974 +49%

KMT Hedge Fund Activity: Q1 2015 in Review

212 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2015, worth a combined $2.69B — down 1.3% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of KMT and 20 opened new positions — a net loss of 17 holders — while 62 trimmed existing stakes and 95 added.

The largest buyer was Ariel Investments, adding an estimated $99.9M. The largest seller was Greenlight Capital, exiting entirely with an estimated $79.3M sold.

  • 212 institutional investors held Kennametal (KMT) as of Q1 2015, down from 231 in Q4 2014.
  • Funds reported $2.69B of Kennametal stock for Q1 2015, down 1.3% quarter-over-quarter.
  • 20 funds opened new Kennametal positions in Q1 2015 and 37 closed out, a net change of -17 holders.
  • The largest Kennametal buyer in Q1 2015 was Ariel Investments, an estimated $99.9M added.
  • The largest Kennametal seller in Q1 2015 was Greenlight Capital, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2015.