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Kaiser Aluminum
KALU

187 hedge funds and large institutions have $1.52B invested in Kaiser Aluminum in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $567K | Put options by funds: $469K

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

1.99% more ownership

Funds ownership: 98.16% → 100.15% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

5% less funds holding

Funds holding: 196 → 187 (-9)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
187
Holders Change
-9
Holders Change %
-4.59%
% of All Funds
4.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
71
Reduced
71
Closed
23
Calls
$567K
Puts
$469K
Net Calls
+$98K
Net Calls Change
+$1.81M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.85M
2
Macquarie Group
Macquarie Group
Australia
+$8.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.32M
4
AAMU
Amundi Asset Management US
Massachusetts
+$5.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.32M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$17.4M
2
MFP
Michael F. Price
-$6.69M
3
BlackRock
BlackRock
New York
-$6.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.14M
5
Goldman Sachs
Goldman Sachs
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
26
Public Employees Retirement Association of Colorado
Colorado
$13.2M +$2.4M +28,864 +24%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$13.1M +$255K +3,075 +2%
Principal Financial Group
28
Principal Financial Group
Iowa
$12.8M +$10.2K +123 +0.1%
GIP
29
Granite Investment Partners
California
$12.6M +$350K +4,212 +3%
Ameriprise
30
Ameriprise
Minnesota
$12.5M -$570K -6,870 -5%
SFM
31
Systematic Financial Management
New Jersey
$11.9M +$108K +1,298 +1%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$11.4M +$1.93M +23,314 +22%
Charles Schwab
33
Charles Schwab
California
$11.2M +$475K +5,729 +5%
WC
34
Walthausen & Co
New York
$11.1M -$49K -590 -0.5%
RS
35
Robeco Schweiz
Switzerland
$10.7M -$207K -2,500 -2%
WAM
36
Winslow Asset Management
Ohio
$9.99M +$66.6K +803 +0.7%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$9.61M -$1.41M -17,044 -14%
MFP
38
Michael F. Price
$9.38M -$6.69M -80,600 -43%
JP Morgan Chase
39
JP Morgan Chase
New York
$8.37M +$6.32M +76,192 +415%
TCIM
40
TIAA CREF Investment Management
New York
$8.05M -$178K -2,141 -2%
NI
41
Numeric Investors
Massachusetts
$7.98M +$1.19M +14,300 +19%
PFC
42
Phocas Financial Corp
California
$7.58M +$317K +3,818 +5%
PPA
43
Parametric Portfolio Associates
Washington
$7.13M -$2.98M -35,936 -31%
Citadel Advisors
44
Citadel Advisors
Florida
$6.93M +$5.32M +64,105 +452%
MOACM
45
Mutual of America Capital Management
New York
$6.91M +$55.1K +664 +0.9%
Prudential Financial
46
Prudential Financial
New Jersey
$6.61M +$3.27M +39,380 +111%
TAM
47
Third Avenue Management
New York
$6.16M +$672K +8,100 +13%
Wells Fargo
48
Wells Fargo
California
$6.13M +$292K +3,519 +5%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$5.6M +$799K +9,629 +18%
Invesco
50
Invesco
Georgia
$5.24M +$324K +3,905 +7%
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KALU Hedge Fund Activity: Q2 2017 in Review

187 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2017, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KALU and 16 opened new positions — a net loss of 7 holders — while 71 trimmed existing stakes and 71 added.

The largest buyer was Fidelity Investments, adding an estimated $9.85M. The largest seller was Acadian Asset Management, cutting an estimated $17.4M.

  • 187 institutional investors held Kaiser Aluminum (KALU) as of Q2 2017, down from 196 in Q1 2017.
  • Funds reported $1.52B of Kaiser Aluminum stock for Q2 2017, up 11% quarter-over-quarter.
  • 16 funds opened new Kaiser Aluminum positions in Q2 2017 and 23 closed out, a net change of -7 holders.
  • The largest Kaiser Aluminum buyer in Q2 2017 was Fidelity Investments, an estimated $9.85M added.
  • The largest Kaiser Aluminum seller in Q2 2017 was Acadian Asset Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2017.