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Kennametal

197 hedge funds and large institutions have $1.91B invested in Kennametal in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $579K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$175M)

0.18% more ownership

Funds ownership: 103.79%103.97% (+0.18%)

3% less funds holding

Funds holding: 204197 (-7)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

35% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 83

Holders
197
Holders Change
-7
Holders Change %
-3.43%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
54
Reduced
83
Closed
27
Calls
$1.36M
Puts
$579K
Net Calls
+$777K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$249M -$6.43M -259,532 -2%
BlackRock
2
BlackRock
New York
$248M -$9.58M -386,833 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$200M +$3.31M +133,677 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$160M +$24.3M +980,219 +17%
BAM
5
Burgundy Asset Management
Ontario, Canada
$108M -$862K -34,816 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$85M -$83.8K -3,382 -0.1%
T
7
Tinicum
New York
$81.7M
Victory Capital Management
8
Victory Capital Management
Texas
$78.1M +$7.36M +297,345 +10%
Fisher Asset Management
9
Fisher Asset Management
Washington
$65.5M +$28.3M +1,140,901 +72%
State Street
10
State Street
Massachusetts
$64.8M +$1.28M +51,720 +2%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$43.2M +$2.94M +118,601 +7%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.6M +$1.07M +43,389 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36M +$1.41M +56,741 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33.9M -$567K -22,891 -2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$30M -$1.04M -41,889 -3%
Franklin Resources
16
Franklin Resources
California
$29.4M -$2.78M -112,313 -8%
Northern Trust
17
Northern Trust
Illinois
$28.5M +$1.36M +54,920 +5%
Charles Schwab
18
Charles Schwab
California
$26.3M +$1.27M +51,331 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$24.2M +$8.48M +342,594 +52%
Morgan Stanley
20
Morgan Stanley
New York
$20.8M -$15.2M -612,587 -41%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$19.2M -$549K -22,180 -3%
American Century Companies
22
American Century Companies
Missouri
$19M +$5.06M +204,444 +35%
Goldman Sachs
23
Goldman Sachs
New York
$17.5M -$7.47M -301,664 -29%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.17M +$567K +22,907 +7%
N
25
Nuveen
North Carolina
$7.95M -$2.93M -118,243 -26%

KMT Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q4 2022, worth a combined $1.91B — up 10% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KMT and 24 opened new positions — a net loss of 3 holders — while 83 trimmed existing stakes and 54 added.

The largest buyer was Fisher Asset Management, adding an estimated $28.3M. The largest seller was Morgan Stanley, cutting an estimated $15.2M.

  • 197 institutional investors held Kennametal (KMT) as of Q4 2022, down from 204 in Q3 2022.
  • Funds reported $1.91B of Kennametal stock for Q4 2022, up 10% quarter-over-quarter.
  • 24 funds opened new Kennametal positions in Q4 2022 and 27 closed out, a net change of -3 holders.
  • The largest Kennametal buyer in Q4 2022 was Fisher Asset Management, an estimated $28.3M added.
  • The largest Kennametal seller in Q4 2022 was Morgan Stanley, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2022.