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Kennametal

221 hedge funds and large institutions have $2.12B invested in Kennametal in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $733K | Put options by funds: $295K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 223221 (-2)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

1.83% less ownership

Funds ownership: 108.09%106.26% (-1.8%)

14% less capital invested

Capital invested by funds: $2.46B → $2.12B (-$335M)

Holders
221
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
77
Reduced
85
Closed
24
Calls
$733K
Puts
$295K
Net Calls
+$438K
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$329M -$6.56M -242,504 -2%
AI
2
Ariel Investments
Illinois
$242M -$3.81M -140,807 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$233M -$1.03M -38,244 -0.4%
BAM
4
Burgundy Asset Management
Ontario, Canada
$116M +$1.8M +66,389 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$109M -$2.64M -97,658 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$97.9M -$14.5M -535,080 -12%
Victory Capital Management
7
Victory Capital Management
Texas
$81.5M +$9.66K +357 +0%
State Street
8
State Street
Massachusetts
$75.1M -$780K -28,835 -0.9%
T
9
Tinicum
New York
$73.4M -$12M -442,777 -13%
Fisher Asset Management
10
Fisher Asset Management
Washington
$64M -$1.55M -57,173 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$42.2M -$15.3M -563,642 -25%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$41.5M -$583K -21,546 -1%
Millennium Management
13
Millennium Management
New York
$41.1M -$13.8M -510,166 -24%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$40.8M +$1.63M +60,402 +4%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$38.4M -$6.82M -251,965 -14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$33M -$887K -32,778 -2%
Charles Schwab
17
Charles Schwab
California
$29.4M +$859K +31,759 +3%
Franklin Resources
18
Franklin Resources
California
$25.7M -$9.17K -339 -0%
Northern Trust
19
Northern Trust
Illinois
$25.1M -$141K -5,224 -0.5%
American Century Companies
20
American Century Companies
Missouri
$23.5M -$1.78M -65,717 -7%
Morgan Stanley
21
Morgan Stanley
New York
$18.3M -$2.85M -105,171 -12%
Norges Bank
22
Norges Bank
Norway
$16.1M +$4.86M +179,783 +39%
HA
23
Heartland Advisors
Wisconsin
$15.7M +$1.87M +69,041 +12%
Goldman Sachs
24
Goldman Sachs
New York
$15.1M -$2.32M -85,864 -12%
Two Sigma Investments
25
Two Sigma Investments
New York
$14.3M +$7.16M +264,492 +85%

KMT Hedge Fund Activity: Q3 2023 in Review

221 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q3 2023, worth a combined $2.12B — down 14% from $2.46B a quarter earlier.

Fund positioning in KMT was balanced in Q3 2023: 24 funds opened new positions, 24 closed out, 77 added to existing stakes and 85 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $8.06M. The largest seller was Fidelity Investments, cutting an estimated $15.3M.

  • 221 institutional investors held Kennametal (KMT) as of Q3 2023, down from 223 in Q2 2023.
  • Funds reported $2.12B of Kennametal stock for Q3 2023, down 14% quarter-over-quarter.
  • 24 funds opened new Kennametal positions in Q3 2023 and 24 closed out, a net change of 0 holders.
  • The largest Kennametal buyer in Q3 2023 was Voloridge Investment Management, an estimated $8.06M added.
  • The largest Kennametal seller in Q3 2023 was Fidelity Investments, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2023.