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Kaiser Aluminum
KALU

196 hedge funds and large institutions have $1.37B invested in Kaiser Aluminum in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2.57% more ownership

Funds ownership: 95.59% → 98.16% (+2.6%)

1% more funds holding

Funds holding: 194 → 196 (+2)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

3% more capital invested

Capital invested by funds: $1.33B → $1.37B (+$39.1M)

65% less call options, than puts

Call options by funds: $926K | Put options by funds: $2.64M

Holders
196
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
4.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
73
Reduced
70
Closed
18
Calls
$926K
Puts
$2.64M
Net Calls
-$1.71M
Net Calls Change
-$1.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$171M
2
Victory Capital Management
Victory Capital Management
Texas
+$39.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.4M
4
AAM
Aberdeen Asset Management
United Kingdom
+$7.66M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.1M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$23.9M
2
HCM
Huber Capital Management
California
-$12.3M
3
LCP
Lombardia Capital Partners
California
-$8.83M
4
Invesco
Invesco
Georgia
-$8.76M
5
LSV Asset Management
LSV Asset Management
Illinois
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$11.8M +$173K +2,180 +1%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$11.6M +$206K +2,593 +2%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.5M +$142K +1,795 +1%
GIP
29
Granite Investment Partners
California
$11M +$2.62M +32,947 +31%
SFM
30
Systematic Financial Management
New Jersey
$10.6M -$413K -5,205 -4%
WC
31
Walthausen & Co
New York
$10.1M -$639K -8,050 -6%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$10M +$9.4M +118,367 +1,640%
RS
33
Robeco Schweiz
Switzerland
$9.9M +$5.95M +75,000 +150%
Charles Schwab
34
Charles Schwab
California
$9.67M +$773K +9,731 +9%
Public Employees Retirement Association of Colorado
35
Public Employees Retirement Association of Colorado
Colorado
$9.57M – – –
PPA
36
Parametric Portfolio Associates
Washington
$9.3M +$2.43M +30,663 +36%
WAM
37
Winslow Asset Management
Ohio
$8.95M -$213K -2,687 -2%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$8.39M -$70.2K -884 -0.8%
TCIM
39
TIAA CREF Investment Management
New York
$7.44M -$358K -4,515 -5%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$6.94M +$2.33M +29,300 +51%
PFC
41
Phocas Financial Corp
California
$6.54M -$883K -11,129 -12%
MOACM
42
Mutual of America Capital Management
New York
$6.18M -$490K -6,172 -7%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$6.14M +$6.1M +76,793 New
NI
44
Numeric Investors
Massachusetts
$6.06M +$1.5M +18,900 +33%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$5.47M – – –
Wells Fargo
46
Wells Fargo
California
$5.25M -$65K -819 -1%
TAM
47
Third Avenue Management
New York
$4.91M +$691K +8,700 +16%
Bank of America
48
Bank of America
North Carolina
$4.5M +$840K +10,579 +23%
Invesco
49
Invesco
Georgia
$4.42M -$8.76M -110,354 -67%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$4.28M -$443K -5,576 -9%
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KALU Hedge Fund Activity: Q1 2017 in Review

196 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2017, worth a combined $1.37B — up 2.9% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KALU positions and 18 closed out — a net gain of 10 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was Macquarie Group, cutting an estimated $23.9M.

  • 196 institutional investors held Kaiser Aluminum (KALU) as of Q1 2017, up from 194 in Q4 2016.
  • Funds reported $1.37B of Kaiser Aluminum stock for Q1 2017, up 2.9% quarter-over-quarter.
  • 28 funds opened new Kaiser Aluminum positions in Q1 2017 and 18 closed out, a net change of +10 holders.
  • The largest Kaiser Aluminum buyer in Q1 2017 was BlackRock, an estimated $171M added.
  • The largest Kaiser Aluminum seller in Q1 2017 was Macquarie Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2017.