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Kennametal

255 hedge funds and large institutions have $3.1B invested in Kennametal in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.27M

28% more capital invested

Capital invested by funds: $2.41B → $3.1B (+$688M)

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

2.04% more ownership

Funds ownership: 96.54%98.58% (+2%)

0% more funds holding

Funds holding: 254255 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

36% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 105

Holders
255
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
6.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
67
Reduced
105
Closed
41
Calls
$6.29M
Puts
$2.27M
Net Calls
+$4.02M
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$332M +$309M +8,403,086 +16,832%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M +$22.6M +614,094 +10%
AI
3
Ariel Investments
Illinois
$227M -$55.4M -1,504,834 -21%
T
4
Tinicum
New York
$105M
State Street
5
State Street
Massachusetts
$99.7M +$496K +13,482 +0.5%
Franklin Resources
6
Franklin Resources
California
$98M +$13.2M +357,469 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.6M -$1.52M -41,407 -2%
JHIU
8
Janus Henderson Investors US
Colorado
$80.1M -$781K -21,207 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$76.6M +$6.35M +172,457 +10%
Canada Life
10
Canada Life
Manitoba, Canada
$75.6M +$1.04M +28,374 +1%
Ameriprise
11
Ameriprise
Minnesota
$74M +$17.3M +469,054 +33%
Millennium Management
12
Millennium Management
New York
$61.1M +$20.2M +548,967 +54%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$57.5M +$54M +1,465,533 New
ACH
14
ArrowMark Colorado Holdings
Colorado
$54.9M +$4.49M +122,045 +10%
Northern Trust
15
Northern Trust
Illinois
$49.7M +$566K +15,373 +1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$47.8M -$17.1M -465,099 -28%
Invesco
17
Invesco
Georgia
$44.6M -$1.3M -35,372 -3%
HAI
18
Hennessy Advisors Inc
California
$43.5M -$4.82M -130,900 -11%
AllianceBernstein
19
AllianceBernstein
Tennessee
$40.9M +$33.7M +914,561 +715%
American Century Companies
20
American Century Companies
Missouri
$39.5M +$12.5M +339,379 +51%
AL
21
Appaloosa LP
New Jersey
$39.5M -$143K -3,880 -0.4%
Norges Bank
22
Norges Bank
Norway
$36.3M +$4.1M +111,218 +14%
PP
23
Prudential plc
United Kingdom
$35.6M -$1.42M -38,600 -4%
TCIM
24
TIAA CREF Investment Management
New York
$34.3M -$25.1M -680,967 -44%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$33.8M -$6.38M -173,200 -17%

KMT Hedge Fund Activity: Q1 2017 in Review

255 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2017, worth a combined $3.1B — up 28% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new KMT positions and 41 closed out — a net gain of 8 holders — while 67 added to existing stakes and 105 trimmed.

The largest buyer was BlackRock, adding an estimated $309M. The largest seller was Ariel Investments, cutting an estimated $55.4M.

  • 255 institutional investors held Kennametal (KMT) as of Q1 2017, up from 254 in Q4 2016.
  • Funds reported $3.1B of Kennametal stock for Q1 2017, up 28% quarter-over-quarter.
  • 49 funds opened new Kennametal positions in Q1 2017 and 41 closed out, a net change of +8 holders.
  • The largest Kennametal buyer in Q1 2017 was BlackRock, an estimated $309M added.
  • The largest Kennametal seller in Q1 2017 was Ariel Investments, an estimated $55.4M sold.

Based on aggregated 13F filings for Q1 2017.