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Kennametal

270 hedge funds and large institutions have $3.43B invested in Kennametal in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 92 increasing their positions, 98 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $11.2M

4.83% more ownership

Funds ownership: 99.83%104.66% (+4.8%)

6% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 98

4% less funds holding

Funds holding: 282270 (-12)

12% less capital invested

Capital invested by funds: $3.92B → $3.43B (-$487M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
270
Holders Change
-12
Holders Change %
-4.26%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
38
Increased
92
Reduced
98
Closed
46
Calls
$29.4M
Puts
$11.2M
Net Calls
+$18.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$356M +$15M +328,921 +4%
Lazard Asset Management
2
Lazard Asset Management
New York
$343M +$389M +8,530,104 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$312M +$3.03M +66,439 +0.9%
AI
4
Ariel Investments
Illinois
$208M -$122K -2,675 -0.1%
ACH
5
ArrowMark Colorado Holdings
Colorado
$125M +$6.61M +144,682 +5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$109M +$4.93M +107,958 +4%
State Street
7
State Street
Massachusetts
$108M -$1.93M -42,353 -2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$107M +$9.25M +202,609 +8%
T
9
Tinicum
New York
$96.5M
Victory Capital Management
10
Victory Capital Management
Texas
$85.2M +$50.7M +1,110,683 +110%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$83.2M +$2.54M +55,652 +3%
AL
12
Appaloosa LP
New Jersey
$75.8M +$21.8M +476,703 +34%
Northern Trust
13
Northern Trust
Illinois
$63.9M +$13.5M +295,144 +23%
Invesco
14
Invesco
Georgia
$63.7M -$8.18M -179,100 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$62.9M -$6.97M -152,754 -9%
Franklin Resources
16
Franklin Resources
California
$54.1M -$29.8M -652,277 -33%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$43.9M -$6.52M -142,794 -12%
Ameriprise
18
Ameriprise
Minnesota
$42.1M -$17.9M -392,703 -27%
Goldman Sachs
19
Goldman Sachs
New York
$39.3M +$15.8M +346,762 +55%
PP
20
Prudential plc
United Kingdom
$38.2M +$2.84M +62,100 +7%
Deutsche Bank
21
Deutsche Bank
Germany
$37.2M -$11.5M -251,738 -21%
EA
22
Emerald Advisers
Pennsylvania
$36.6M -$1.15M -25,177 -3%
American Century Companies
23
American Century Companies
Missouri
$36.1M -$56.1M -1,228,271 -58%
Norges Bank
24
Norges Bank
Norway
$32.1M +$8.64M +189,215 +31%
KCM
25
Kennedy Capital Management
Missouri
$31M +$2.85M +62,343 +9%

KMT Hedge Fund Activity: Q1 2018 in Review

270 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2018, worth a combined $3.43B — down 12% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of KMT and 38 opened new positions — a net loss of 8 holders — while 98 trimmed existing stakes and 92 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $389M. The largest seller was American Century Companies, cutting an estimated $56.1M.

  • 270 institutional investors held Kennametal (KMT) as of Q1 2018, down from 282 in Q4 2017.
  • Funds reported $3.43B of Kennametal stock for Q1 2018, down 12% quarter-over-quarter.
  • 38 funds opened new Kennametal positions in Q1 2018 and 46 closed out, a net change of -8 holders.
  • The largest Kennametal buyer in Q1 2018 was Lazard Asset Management, an estimated $389M added.
  • The largest Kennametal seller in Q1 2018 was American Century Companies, an estimated $56.1M sold.

Based on aggregated 13F filings for Q1 2018.