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Kaiser Aluminum
KALU

192 hedge funds and large institutions have $1.78B invested in Kaiser Aluminum in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

32% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $980K

17% more capital invested

Capital invested by funds: $1.52B → $1.78B (+$261M)

3% more funds holding

Funds holding: 187 → 192 (+5)

2.55% more ownership

Funds ownership: 100.15% → 102.7% (+2.6%)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
4.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
68
Reduced
76
Closed
17
Calls
$1.29M
Puts
$980K
Net Calls
+$313K
Net Calls Change
+$215K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$27.8M
2
AP
AHL Partners
United Kingdom
+$14.9M
3
TA
Teachers Advisors
New York
+$11.1M
4
LSV Asset Management
LSV Asset Management
Illinois
+$10.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.29M

Top Sellers

1
RA
Royce & Associates
New York
-$28.2M
2
ICOM
Investment Counselors of Maryland
Maryland
-$18.6M
3
KTA
Keeley-Teton Advisors
Illinois
-$10.9M
4
O
OppenheimerFunds
New York
-$9.13M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
AHL Partners
United Kingdom
$16.5M +$14.9M +154,449 +2,677%
Public Employees Retirement Association of Colorado
27
Public Employees Retirement Association of Colorado
Colorado
$16.3M +$877K +9,100 +6%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$15.6M +$2.21M +22,909 +18%
GIP
29
Granite Investment Partners
California
$15.6M +$853K +8,855 +6%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$15.6M +$263K +2,734 +2%
TA
31
Teachers Advisors
New York
$15M +$11.1M +115,070 +375%
Ameriprise
32
Ameriprise
Minnesota
$14.7M +$105K +1,085 +0.8%
NI
33
Numeric Investors
Massachusetts
$14.6M +$4.99M +51,800 +57%
Principal Financial Group
34
Principal Financial Group
Iowa
$14.5M -$316K -3,279 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$14.2M +$4.14M +42,993 +45%
Charles Schwab
36
Charles Schwab
California
$13.7M +$605K +6,278 +5%
SFM
37
Systematic Financial Management
New Jersey
$13.4M -$469K -4,865 -4%
WC
38
Walthausen & Co
New York
$12.9M -$61.7K -640 -0.5%
RS
39
Robeco Schweiz
Switzerland
$12.6M – – –
WAM
40
Winslow Asset Management
Ohio
$11.5M -$116K -1,200 -1%
TCIM
41
TIAA CREF Investment Management
New York
$9.28M -$96K -996 -1%
PPA
42
Parametric Portfolio Associates
Washington
$8.01M -$278K -2,883 -4%
Bank of America
43
Bank of America
North Carolina
$7.75M +$2.03M +21,097 +39%
Wells Fargo
44
Wells Fargo
California
$7.54M +$377K +3,916 +6%
Invesco
45
Invesco
Georgia
$7.33M +$1.14M +11,815 +20%
MOACM
46
Mutual of America Capital Management
New York
$7.23M -$763K -7,915 -10%
Deutsche Bank
47
Deutsche Bank
Germany
$7.04M +$1.88M +19,497 +40%
Citadel Advisors
48
Citadel Advisors
Florida
$6.57M -$1.4M -14,577 -19%
WI
49
WBI Investments
New Jersey
$6.5M +$5.08M +52,712 +509%
TAM
50
Third Avenue Management
New York
$6.46M -$665K -6,900 -10%
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KALU Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2017, worth a combined $1.78B — up 17% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KALU positions and 17 closed out — a net gain of 9 holders — while 68 added to existing stakes and 76 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.8M. The largest seller was Royce & Associates, cutting an estimated $28.2M.

  • 192 institutional investors held Kaiser Aluminum (KALU) as of Q3 2017, up from 187 in Q2 2017.
  • Funds reported $1.78B of Kaiser Aluminum stock for Q3 2017, up 17% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2017 and 17 closed out, a net change of +9 holders.
  • The largest Kaiser Aluminum buyer in Q3 2017 was T. Rowe Price Associates, an estimated $27.8M added.
  • The largest Kaiser Aluminum seller in Q3 2017 was Royce & Associates, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2017.