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Kennametal

216 hedge funds and large institutions have $3.17B invested in Kennametal in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $2.51B → $3.17B (+$660M)

14% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $2.82M

5% more funds holding

Funds holding: 205216 (+11)

1.05% more ownership

Funds ownership: 104.21%105.25% (+1%)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
216
Holders Change
+11
Holders Change %
+5.37%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
81
Closed
21
Calls
$3.21M
Puts
$2.82M
Net Calls
+$389K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$353M +$23.3M +678,804 +8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M -$5.72M -166,356 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$278M +$5.43M +158,176 +2%
AI
4
Ariel Investments
Illinois
$222M +$6M +174,721 +3%
T
5
Tinicum
New York
$144M
AllianceBernstein
6
AllianceBernstein
Tennessee
$143M +$1.78M +51,898 +1%
Invesco
7
Invesco
Georgia
$127M -$5.88M -171,278 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$110M -$8.88M -258,521 -8%
N
9
Nuveen
North Carolina
$92.9M -$15.1M -440,893 -15%
State Street
10
State Street
Massachusetts
$91.3M +$173K +5,029 +0.2%
BAM
11
Burgundy Asset Management
Ontario, Canada
$89.1M +$3.27M +95,078 +4%
Victory Capital Management
12
Victory Capital Management
Texas
$84.8M +$4.39M +127,878 +6%
Goldman Sachs
13
Goldman Sachs
New York
$66.9M -$7.32M -212,976 -10%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.1M -$4.58M -133,281 -7%
ACH
15
ArrowMark Colorado Holdings
Colorado
$58.7M +$2.23M +64,788 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$55M -$2.77M -80,497 -5%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$54.8M -$1.62M -47,230 -3%
Northern Trust
18
Northern Trust
Illinois
$52.1M -$1.71M -49,896 -3%
Franklin Resources
19
Franklin Resources
California
$51.7M -$69.9K -2,034 -0.1%
WRF
20
Waddell & Reed Financial
Kansas
$46.4M +$44M +1,280,064 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$46.2M +$3.8M +110,575 +9%
CCM
22
Channing Capital Management
Illinois
$40.7M +$1.36M +39,706 +4%
Fisher Asset Management
23
Fisher Asset Management
Washington
$28.9M -$79.8K -2,322 -0.3%
Jennison Associates
24
Jennison Associates
New York
$28.9M +$1.6M +46,526 +6%
Charles Schwab
25
Charles Schwab
California
$28.1M +$53.3K +1,550 +0.2%

KMT Hedge Fund Activity: Q4 2020 in Review

216 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q4 2020, worth a combined $3.17B — up 26% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KMT positions and 21 closed out — a net gain of 13 holders — while 65 added to existing stakes and 81 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $44M. The largest seller was Nuveen, cutting an estimated $15.1M.

  • 216 institutional investors held Kennametal (KMT) as of Q4 2020, up from 205 in Q3 2020.
  • Funds reported $3.17B of Kennametal stock for Q4 2020, up 26% quarter-over-quarter.
  • 34 funds opened new Kennametal positions in Q4 2020 and 21 closed out, a net change of +13 holders.
  • The largest Kennametal buyer in Q4 2020 was Waddell & Reed Financial, an estimated $44M added.
  • The largest Kennametal seller in Q4 2020 was Nuveen, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2020.