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Kaiser Aluminum

206 hedge funds and large institutions have $1.82B invested in Kaiser Aluminum in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,540% more call options, than puts

Call options by funds: $164K | Put options by funds: $10K

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 203206 (+3)

3% more capital invested

Capital invested by funds: $1.77B → $1.82B (+$54.3M)

0.7% less ownership

Funds ownership: 101.32%100.61% (-0.7%)

22% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 77

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
77
Closed
19
Calls
$164K
Puts
$10K
Net Calls
+$154K
Net Calls Change
+$820K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Huber Capital Management
California
$17.7M -$1.42M -13,107 -7%
Public Employees Retirement Association of Colorado
27
Public Employees Retirement Association of Colorado
Colorado
$16.9M
Charles Schwab
28
Charles Schwab
California
$16.8M +$775K +7,144 +5%
Principal Financial Group
29
Principal Financial Group
Iowa
$16.1M +$535K +4,933 +3%
SFM
30
Systematic Financial Management
New Jersey
$15.6M -$32.2K -297 -0.2%
GIP
31
Granite Investment Partners
California
$15.4M +$658K +6,060 +4%
KTA
32
Keeley-Teton Advisors
Illinois
$15M -$1.11M -10,261 -7%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$13.2M -$1.35M -12,470 -9%
PPA
34
Parametric Portfolio Associates
Washington
$13M +$1.01M +9,271 +8%
WC
35
Walthausen & Co
New York
$12.1M +$12M +110,910 New
RA
36
Royce & Associates
New York
$11.8M -$5.59M -51,500 -32%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$11.6M +$1.02M +9,400 +10%
WAM
38
Winslow Asset Management
Ohio
$11.4M -$119K -1,094 -1%
Bank of America
39
Bank of America
North Carolina
$11.3M +$2.64M +24,319 +31%
SBH
40
Segall Bryant & Hamill
Illinois
$10.8M -$373K -3,435 -3%
Millennium Management
41
Millennium Management
New York
$9.59M +$9.54M +87,895 New
American Century Companies
42
American Century Companies
Missouri
$9M +$47.6K +439 +0.5%
Wells Fargo
43
Wells Fargo
California
$8.82M +$88K +811 +1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.52M -$2.03M -18,712 -19%
LSV Asset Management
45
LSV Asset Management
Illinois
$8.44M -$21.3M -196,133 -72%
PFC
46
Phocas Financial Corp
California
$8.42M -$157K -1,451 -2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$8.4M +$26.2K +241 +0.3%
Impax Asset Management Group
48
Impax Asset Management Group
United Kingdom
$7.76M +$7.72M +71,174 New
TAM
49
Third Avenue Management
New York
$6.84M
Morgan Stanley
50
Morgan Stanley
New York
$6.77M +$2.1M +19,395 +45%

KALU Hedge Fund Activity: Q3 2018 in Review

206 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2018, worth a combined $1.82B — up 3.1% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KALU positions and 19 closed out — a net gain of 5 holders — while 60 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was LSV Asset Management, cutting an estimated $21.3M.

  • 206 institutional investors held Kaiser Aluminum (KALU) as of Q3 2018, up from 203 in Q2 2018.
  • Funds reported $1.82B of Kaiser Aluminum stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 24 funds opened new Kaiser Aluminum positions in Q3 2018 and 19 closed out, a net change of +5 holders.
  • The largest Kaiser Aluminum buyer in Q3 2018 was BlackRock, an estimated $11.1M added.
  • The largest Kaiser Aluminum seller in Q3 2018 was LSV Asset Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2018.