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Kennametal

222 hedge funds and large institutions have $2B invested in Kennametal in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

1.73% more ownership

Funds ownership: 99.38%101.11% (+1.7%)

7% less funds holding

Funds holding: 239222 (-17)

26% less capital invested

Capital invested by funds: $2.68B → $2B (-$685M)

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

69% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $9.82M

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
6.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
23
Increased
94
Reduced
69
Closed
39
Calls
$3.02M
Puts
$9.82M
Net Calls
-$6.8M
Net Calls Change
-$890K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$239M +$41.9M +1,401,210 +17%
Artisan Partners
2
Artisan Partners
Wisconsin
$136M -$22M -736,892 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$127M +$1.99M +66,541 +1%
JHIU
4
Janus Henderson Investors US
Colorado
$101M -$611K -20,448 -0.5%
Invesco
5
Invesco
Georgia
$91.3M +$225K +7,522 +0.2%
CC
6
Carlson Capital
Texas
$80.9M +$29.9M +999,966 +44%
RA
7
Royce & Associates
New York
$71.8M -$15.5M -517,439 -15%
BFA
8
BlackRock Fund Advisors
California
$62.7M +$423K +14,168 +0.6%
BIT
9
BlackRock Institutional Trust
California
$54.6M +$192K +6,435 +0.3%
SCM
10
Snow Capital Management
Pennsylvania
$52.3M -$13.5M -451,433 -18%
State Street
11
State Street
Massachusetts
$50.9M -$2.26M -75,635 -4%
GAM
12
Gotham Asset Management
New York
$42.1M -$4.74M -158,795 -9%
PIM
13
Perkins Investment Management
Illinois
$41.4M +$4.97M +166,431 +11%
Canada Life
14
Canada Life
Manitoba, Canada
$39.9M +$1.42M +47,568 +3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$37.8M +$4.6M +153,814 +11%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$37M +$15.5M +520,110 +54%
CWAM
17
Columbia Wanger Asset Management
Illinois
$36M -$8.75M -292,862 -17%
TCIM
18
TIAA CREF Investment Management
New York
$34.1M +$10.9M +365,504 +36%
FMI
19
Fiduciary Management Inc
Wisconsin
$32.5M -$3.31M -110,943 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$30.3M +$15.7M +525,462 +76%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$27.6M -$940K -31,453 -3%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$25.6M +$1.38M +46,056 +5%
CCA
23
Canyon Capital Advisors
Texas
$24.8M +$11.7M +391,702 +65%
GIM
24
Granahan Investment Management
Massachusetts
$24.4M -$406K -13,600 -1%
Victory Capital Management
25
Victory Capital Management
Texas
$23.1M +$5.81M +194,600 +27%

KMT Hedge Fund Activity: Q3 2015 in Review

222 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q3 2015, worth a combined $2B — down 26% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KMT and 23 opened new positions — a net loss of 16 holders — while 69 trimmed existing stakes and 94 added.

The largest buyer was Ariel Investments, adding an estimated $41.9M. The largest seller was Franklin Resources, cutting an estimated $26.9M.

  • 222 institutional investors held Kennametal (KMT) as of Q3 2015, down from 239 in Q2 2015.
  • Funds reported $2B of Kennametal stock for Q3 2015, down 26% quarter-over-quarter.
  • 23 funds opened new Kennametal positions in Q3 2015 and 39 closed out, a net change of -16 holders.
  • The largest Kennametal buyer in Q3 2015 was Ariel Investments, an estimated $41.9M added.
  • The largest Kennametal seller in Q3 2015 was Franklin Resources, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2015.