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Kennametal

190 hedge funds and large institutions have $2.37B invested in Kennametal in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $403K

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

24% more capital invested

Capital invested by funds: $1.91B → $2.37B (+$456M)

2.79% more ownership

Funds ownership: 103.97%106.76% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 197190 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
74
Reduced
52
Closed
31
Calls
$2.29M
Puts
$403K
Net Calls
+$1.89M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$376M +$91.8M +3,328,786 +32%
AI
2
Ariel Investments
Illinois
$281M -$4.81M -174,414 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$263M +$34M +1,232,153 +15%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$168M -$15.3M -555,855 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$126M +$9.93M +360,068 +9%
BAM
6
Burgundy Asset Management
Ontario, Canada
$124M +$93.3K +3,383 +0.1%
T
7
Tinicum
New York
$93.6M
Victory Capital Management
8
Victory Capital Management
Texas
$90.7M +$1.14M +41,174 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$85.9M -$11.5M -418,235 -12%
State Street
10
State Street
Massachusetts
$83.9M +$9.63M +349,174 +13%
Fisher Asset Management
11
Fisher Asset Management
Washington
$72M -$3.04M -110,250 -4%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$49.5M +$2.95K +107 +0%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$46.3M +$913K +33,102 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.5M +$1.19M +43,113 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.6M -$1.21M -43,744 -3%
Charles Schwab
16
Charles Schwab
California
$31.4M +$1.31M +47,525 +4%
Franklin Resources
17
Franklin Resources
California
$28.5M -$5.29M -191,663 -16%
Northern Trust
18
Northern Trust
Illinois
$27.8M -$4.8M -174,221 -15%
Morgan Stanley
19
Morgan Stanley
New York
$26.7M +$2.82M +102,089 +12%
AQR Capital Management
20
AQR Capital Management
Connecticut
$25.5M -$8.75M -317,335 -25%
American Century Companies
21
American Century Companies
Missouri
$24.6M +$3.41M +123,529 +16%
Millennium Management
22
Millennium Management
New York
$17.3M +$16.8M +608,889 +3,099%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$16.2M -$5.78M -209,558 -26%
Goldman Sachs
24
Goldman Sachs
New York
$15M -$5.08M -184,049 -25%
Principal Financial Group
25
Principal Financial Group
Iowa
$14M +$4.63M +167,873 +49%

KMT Hedge Fund Activity: Q1 2023 in Review

190 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q1 2023, worth a combined $2.37B — up 24% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KMT and 26 opened new positions — a net loss of 5 holders — while 52 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $91.8M. The largest seller was Citadel Advisors, cutting an estimated $24.7M.

  • 190 institutional investors held Kennametal (KMT) as of Q1 2023, down from 197 in Q4 2022.
  • Funds reported $2.37B of Kennametal stock for Q1 2023, up 24% quarter-over-quarter.
  • 26 funds opened new Kennametal positions in Q1 2023 and 31 closed out, a net change of -5 holders.
  • The largest Kennametal buyer in Q1 2023 was BlackRock, an estimated $91.8M added.
  • The largest Kennametal seller in Q1 2023 was Citadel Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2023.