We are live on ! Find out more
KALU icon

Kaiser Aluminum

203 hedge funds and large institutions have $1.68B invested in Kaiser Aluminum in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

55% more call options, than puts

Call options by funds: $940K | Put options by funds: $606K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 72

12% more capital invested

Capital invested by funds: $1.5B → $1.68B (+$181M)

5% more funds holding

Funds holding: 194203 (+9)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
82
Reduced
72
Closed
13
Calls
$940K
Puts
$606K
Net Calls
+$334K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$15.5M -$728K -8,330 -5%
AL
27
AJO LP
Pennsylvania
$15M -$1.58M -18,096 -10%
Morgan Stanley
28
Morgan Stanley
New York
$14.7M +$5.09M +58,212 +56%
DGHMC
29
Dalton, Greiner, Hartman, Maher & Co
New York
$14.2M +$3.93K +45 +0%
Ameriprise
30
Ameriprise
Minnesota
$14.1M +$2.03M +23,284 +18%
EAM
31
Eagle Asset Management
Florida
$13.8M -$1.69M -19,389 -11%
PPA
32
Parametric Portfolio Associates
Washington
$13.4M -$192K -2,195 -1%
SFM
33
Systematic Financial Management
New Jersey
$12.1M -$456K -5,224 -4%
Invesco
34
Invesco
Georgia
$12.1M +$2.55M +29,229 +28%
Principal Financial Group
35
Principal Financial Group
Iowa
$11.9M +$364K +4,166 +3%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$11.7M +$909K +10,411 +9%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$10.9M -$138K -1,579 -1%
ICOM
38
Investment Counselors of Maryland
Maryland
$10.8M -$14.9K -171 -0.1%
WAM
39
Winslow Asset Management
Ohio
$10.5M -$395K -4,525 -4%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$9.21M +$540K +6,176 +6%
TCIM
41
TIAA CREF Investment Management
New York
$9.21M -$23K -263 -0.3%
Charles Schwab
42
Charles Schwab
California
$9.17M +$946K +10,827 +12%
WRF
43
Waddell & Reed Financial
Kansas
$8.93M -$5.83M -66,700 -40%
Bank of America
44
Bank of America
North Carolina
$8.67M +$1.99M +22,826 +31%
IAM
45
Impax Asset Management
New Hampshire
$8.14M +$545K +6,235 +7%
MOACM
46
Mutual of America Capital Management
New York
$7.97M -$2.47M -28,283 -24%
PFC
47
Phocas Financial Corp
California
$7.9M +$462K +5,292 +6%
AAMU
48
Amundi Asset Management US
Massachusetts
$7.73M +$7.47M +85,544 New
EA
49
Emerald Acquisition
Washington
$7.71M +$7.45M +85,314 New
LCP
50
Lombardia Capital Partners
California
$7.69M -$8.28M -94,826 -53%

KALU Hedge Fund Activity: Q2 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2016, worth a combined $1.68B — up 12% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KALU positions and 13 closed out — a net gain of 10 holders — while 82 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $54.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $30.7M.

  • 203 institutional investors held Kaiser Aluminum (KALU) as of Q2 2016, up from 194 in Q1 2016.
  • Funds reported $1.68B of Kaiser Aluminum stock for Q2 2016, up 12% quarter-over-quarter.
  • 23 funds opened new Kaiser Aluminum positions in Q2 2016 and 13 closed out, a net change of +10 holders.
  • The largest Kaiser Aluminum buyer in Q2 2016 was Macquarie Group, an estimated $54.4M added.
  • The largest Kaiser Aluminum seller in Q2 2016 was Dimensional Fund Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2016.