Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

KADANT INC (KAI)

287 + Investors. Track Smart Money conviction in KAI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
44%

Smart Money Signals — KAI

Based on 283 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their KAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
283 hedge funds hold KAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KAI is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

130 buying163 selling
Last quarter: 163 funds reduced or exited vs 130 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new KAI position: 49 → 43 → 35 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
164 out of 283 hedge funds have held KAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

39 → 49 → 43 → 35 → 43 new funds/Q
New funds entering each quarter: 49 → 43 → 35 → 43. KAI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 15% 1-2yr ■ 27% new
Of 287 current holders: 168 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
41 of 283 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in KAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: KAI

How many hedge funds hold KAI — quarterly history vs. share price
Quarterly hedge fund ownership of KAI vs. share price

Market Analysis: KAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KAI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: KAI
2026 Q1 Stats Unlock in 16 days 287 + Investors

Track Smart Money conviction in KAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 287 296 -3.04%
13F Shares 13M 13M -0.36%
Total Value $3.67B $3.84B -4.57%
New Positions 43 35 +8
Increased Positions 93 95 -2
Closed Positions 53 38 +15
Reduced Positions 115 124 -9
Total Calls 3 4 -25.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: KAI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

287 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KAI. Verified SEC 13F-HR filings.

Top 25 institutional holders of KAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DUDLEY & SHANLEY, INC. 3.62% 75,735 $22.1M
2 WASATCH ADVISORS LP 2.02% 1,038,548 $303.6M
3 RIVERBRIDGE PARTNERS LLC 1.80% 252,230 $73.7M
4 Conestoga Capital Advisors, LLC 1.23% 209,949 $61.4M
5 Clean Yield Group 1.00% 12,168 $3.6M
6 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.58% 11,626 $3.4M
7 Yorktown Management & Research Co Inc 0.35% 1,425 $417K
8 Impact Capital Partners LLC 0.17% 1,868 $546K
9 Linden Thomas Advisory Services, LLC 0.16% 5,721 $1.7M
10 GHP Investment Advisors, Inc. 0.15% 12,391 $3.6M
11 MeadowBrook Investment Advisors LLC 0.13% 488 $143K
12 Quantum Private Wealth, LLC 0.11% 1,229 $359K
13 LaFleur & Godfrey LLC 0.10% 2,658 $777K
14 OPPENHEIMER ASSET MANAGEMENT INC. 0.10% 28,472 $8.3M
15 Curated Wealth Partners LLC 0.09% 2,565 $750K
16 KORNITZER CAPITAL MANAGEMENT INC /KS 0.09% 14,540 $4.3M
17 SHEETS SMITH WEALTH MANAGEMENT 0.08% 2,398 $701K
18 Handelsbanken Fonder AB 0.06% 61,079 $18K
19 Abel Hall, LLC 0.05% 820 $240K
20 Inspire Investing, LLC 0.04% 1,761 $515K
21 Trust Point Inc. 0.03% 1,372 $401K
22 Pflug Koory, LLC 0.03% 250 $73K
23 Louisiana State Employees Retirement System 0.03% 5,200 $2K
24 Aberdeen Group plc 0.02% 48,881 $14.3M
25 Diversified Trust Co 0.02% 3,719 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — KADANT INC (KAI)

What does the Smart Money Trend signal show for KAI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their KAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KAI?

More sellers than buyers — 44% buying: Last quarter: 163 funds reduced or exited vs 130 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KAI holders?

Elite ownership — 40% AUM from top-100 funds: 41 of 283 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in KAI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KAI?

58% of holders stayed for 2+ years: 164 out of 283 hedge funds have held KAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.