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Kennametal

204 hedge funds and large institutions have $1.58B invested in Kennametal in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

2.18% less ownership

Funds ownership: 104.82%102.64% (-2.2%)

11% less funds holding

Funds holding: 230204 (-26)

33% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $2.16M

42% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less capital invested

Capital invested by funds: $3.2B → $1.58B (-$1.62B)

Holders
204
Holders Change
-26
Holders Change %
-11.3%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
76
Reduced
54
Closed
55
Calls
$1.45M
Puts
$2.16M
Net Calls
-$713K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$176M -$6.04M -211,908 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M +$6.44M +225,772 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$151M +$62.4M +2,188,320 +37%
AI
4
Ariel Investments
Illinois
$121M +$22.2M +777,990 +14%
T
5
Tinicum
New York
$70.7M +$39.8M +1,396,357 +58%
Invesco
6
Invesco
Georgia
$69M +$4.89M +171,552 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$66.6M +$19.6M +686,785 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$50.4M -$554K -19,438 -0.7%
State Street
9
State Street
Massachusetts
$48.5M +$1.43M +50,024 +2%
ACH
10
ArrowMark Colorado Holdings
Colorado
$48.1M +$31.6M +1,107,252 +75%
Goldman Sachs
11
Goldman Sachs
New York
$47M +$10.2M +357,194 +16%
BAM
12
Burgundy Asset Management
Ontario, Canada
$36.8M +$5.7M +199,906 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$33.2M -$5.96M -208,937 -11%
Victory Capital Management
14
Victory Capital Management
Texas
$31.7M +$19.3M +677,339 +66%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$31.3M +$15.6M +546,517 +48%
Northern Trust
16
Northern Trust
Illinois
$28.5M +$26.4K +927 +0.1%
Franklin Resources
17
Franklin Resources
California
$26.4M -$56.1M -1,967,351 -58%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$26.3M +$1.65M +58,004 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$22M +$3M +105,088 +10%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$20.9M +$22.8M +798,756 +248%
CCM
21
Channing Capital Management
Illinois
$20.3M +$10.3M +362,771 +50%
Norges Bank
22
Norges Bank
Norway
$18.6M +$380K +13,329 +1%
N
23
Nuveen
North Carolina
$18.3M +$2.97M +104,201 +12%
Charles Schwab
24
Charles Schwab
California
$15.7M +$1.58M +55,268 +7%
PP
25
Prudential plc
United Kingdom
$14M -$215K -7,550 -1%

KMT Hedge Fund Activity: Q1 2020 in Review

204 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2020, worth a combined $1.58B — down 51% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of KMT and 32 opened new positions — a net loss of 23 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Wellington Management Group, adding an estimated $62.4M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $66.1M sold.

  • 204 institutional investors held Kennametal (KMT) as of Q1 2020, down from 230 in Q4 2019.
  • Funds reported $1.58B of Kennametal stock for Q1 2020, down 51% quarter-over-quarter.
  • 32 funds opened new Kennametal positions in Q1 2020 and 55 closed out, a net change of -23 holders.
  • The largest Kennametal buyer in Q1 2020 was Wellington Management Group, an estimated $62.4M added.
  • The largest Kennametal seller in Q1 2020 was Ceredex Value Advisors, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2020.