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Kennametal

225 hedge funds and large institutions have $2.21B invested in Kennametal in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,544% more call options, than puts

Call options by funds: $7.17M | Put options by funds: $271K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

2% more funds holding

Funds holding: 221225 (+4)

1.19% more ownership

Funds ownership: 106.26%107.44% (+1.2%)

4% more capital invested

Capital invested by funds: $2.12B → $2.21B (+$83.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 92

Holders
225
Holders Change
+4
Holders Change %
+1.81%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
72
Reduced
92
Closed
21
Calls
$7.17M
Puts
$271K
Net Calls
+$6.89M
Net Calls Change
+$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$384M +$40.4M +1,675,773 +13%
AI
2
Ariel Investments
Illinois
$243M -$7.79M -323,063 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$240M -$1.1M -45,461 -0.5%
BAM
4
Burgundy Asset Management
Ontario, Canada
$125M +$4.17M +173,023 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$114M +$925K +38,358 +0.9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$109M +$7.36M +305,542 +8%
Victory Capital Management
7
Victory Capital Management
Texas
$84.1M -$363K -15,051 -0.5%
State Street
8
State Street
Massachusetts
$79.1M +$1.15M +47,635 +2%
T
9
Tinicum
New York
$67.3M -$8.22M -341,223 -12%
Morgan Stanley
10
Morgan Stanley
New York
$58.5M +$36.9M +1,532,462 +208%
Fisher Asset Management
11
Fisher Asset Management
Washington
$52.6M -$12.8M -532,774 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$44.2M +$1.73M +71,963 +4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$42.5M -$559K -23,189 -1%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$38.2M -$1.49M -61,676 -4%
Charles Schwab
15
Charles Schwab
California
$31.3M +$841K +34,880 +3%
American Century Companies
16
American Century Companies
Missouri
$31.3M +$6.53M +271,045 +29%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.1M -$2.95M -122,391 -9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$29.5M -$13.3M -552,645 -33%
Franklin Resources
19
Franklin Resources
California
$26.6M -$52K -2,156 -0.2%
Northern Trust
20
Northern Trust
Illinois
$25.4M -$574K -23,818 -2%
BIP
21
Brandes Investment Partners
California
$23M +$19.8M +820,864 +1,187%
HA
22
Heartland Advisors
Wisconsin
$16.3M +$41.6K +1,726 +0.3%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$16M +$1.45M +60,200 +11%
Norges Bank
24
Norges Bank
Norway
$15.4M -$1.18M -49,156 -8%
Goldman Sachs
25
Goldman Sachs
New York
$13.7M -$1.83M -75,842 -13%

KMT Hedge Fund Activity: Q4 2023 in Review

225 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kennametal (KMT) for Q4 2023, worth a combined $2.21B — up 3.9% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KMT positions and 21 closed out — a net gain of 6 holders — while 72 added to existing stakes and 92 trimmed.

The largest buyer was BlackRock, adding an estimated $40.4M. The largest seller was Millennium Management, cutting an estimated $37.8M.

  • 225 institutional investors held Kennametal (KMT) as of Q4 2023, up from 221 in Q3 2023.
  • Funds reported $2.21B of Kennametal stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 27 funds opened new Kennametal positions in Q4 2023 and 21 closed out, a net change of +6 holders.
  • The largest Kennametal buyer in Q4 2023 was BlackRock, an estimated $40.4M added.
  • The largest Kennametal seller in Q4 2023 was Millennium Management, an estimated $37.8M sold.

Based on aggregated 13F filings for Q4 2023.