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Kennametal

205 hedge funds and large institutions have $2.51B invested in Kennametal in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

44% more call options, than puts

Call options by funds: $5.21M | Put options by funds: $3.61M

5% more funds holding

Funds holding: 195205 (+10)

1% more capital invested

Capital invested by funds: $2.47B → $2.51B (+$35.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 104.27%104.21% (-0.06%)

43% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 87

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
50
Reduced
87
Closed
16
Calls
$5.21M
Puts
$3.61M
Net Calls
+$1.6M
Net Calls Change
+$680K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M +$24.9M +858,276 +10%
BlackRock
2
BlackRock
New York
$262M -$8.98M -309,642 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$217M -$11.6M -400,639 -5%
AI
4
Ariel Investments
Illinois
$172M +$3.6M +124,051 +2%
T
5
Tinicum
New York
$115M
AllianceBernstein
6
AllianceBernstein
Tennessee
$112M -$13.2M -454,390 -10%
Invesco
7
Invesco
Georgia
$106M +$487K +16,785 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$95.4M -$451K -15,556 -0.5%
N
9
Nuveen
North Carolina
$87M +$5.94M +204,756 +7%
State Street
10
State Street
Massachusetts
$72.7M -$2.62M -90,266 -3%
BAM
11
Burgundy Asset Management
Ontario, Canada
$68.4M +$10.7M +369,366 +19%
Victory Capital Management
12
Victory Capital Management
Texas
$64M +$5.77M +199,136 +10%
Goldman Sachs
13
Goldman Sachs
New York
$59.6M +$4.04M +139,232 +7%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$55.1M -$251K -8,643 -0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46.3M -$4.94M -170,528 -10%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$45.1M -$2.22M -76,700 -5%
ACH
17
ArrowMark Colorado Holdings
Colorado
$45M -$900K -31,036 -2%
Northern Trust
18
Northern Trust
Illinois
$43M -$1.75M -60,289 -4%
Franklin Resources
19
Franklin Resources
California
$41.3M +$379K +13,070 +0.9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$33.7M -$852K -29,394 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$31.7M -$4.29M -147,873 -12%
CCM
22
Channing Capital Management
Illinois
$31.4M +$418K +14,407 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$24.5M +$11M +378,183 +80%
Fisher Asset Management
24
Fisher Asset Management
Washington
$23.2M +$23.2M +800,633 New
Charles Schwab
25
Charles Schwab
California
$22.4M -$859K -29,637 -4%

KMT Hedge Fund Activity: Q3 2020 in Review

205 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q3 2020, worth a combined $2.51B — up 1.4% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KMT positions and 16 closed out — a net gain of 11 holders — while 50 added to existing stakes and 87 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $18.3M.

  • 205 institutional investors held Kennametal (KMT) as of Q3 2020, up from 195 in Q2 2020.
  • Funds reported $2.51B of Kennametal stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 27 funds opened new Kennametal positions in Q3 2020 and 16 closed out, a net change of +11 holders.
  • The largest Kennametal buyer in Q3 2020 was Wellington Management Group, an estimated $24.9M added.
  • The largest Kennametal seller in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2020.