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Kaiser Aluminum
KALU

198 hedge funds and large institutions have $1.56B invested in Kaiser Aluminum in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

1.11% less ownership

Funds ownership: 99.51% → 98.4% (-1.1%)

7% less capital invested

Capital invested by funds: $1.68B → $1.56B (-$118M)

7% less funds holding

Funds holding: 214 → 198 (-16)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
69
Reduced
69
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$28.6M
2
N
Nuveen
North Carolina
+$16M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$8.61M
4
State Street
State Street
Massachusetts
+$7.74M
5
Morgan Stanley
Morgan Stanley
New York
+$6.47M

Top Sellers

1
RA
Royce & Associates
New York
-$12.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$9.56M
3
Millennium Management
Millennium Management
New York
-$6.04M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.32M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$15.1M +$6.47M +66,352 +75%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$14.7M +$3.5M +35,889 +31%
SFM
28
Systematic Financial Management
New Jersey
$14.2M -$563K -5,772 -4%
Principal Financial Group
29
Principal Financial Group
Iowa
$13.7M -$338K -3,462 -2%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$13.6M -$203K -2,080 -1%
PPA
31
Parametric Portfolio Associates
Washington
$13.2M +$358K +3,670 +3%
Wells Fargo
32
Wells Fargo
California
$10.8M +$3.91M +40,060 +57%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$10.3M -$1.07M -10,978 -9%
KTA
34
Keeley-Teton Advisors
Illinois
$10.1M -$355K -3,636 -3%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M -$1.85M -19,002 -16%
Ameriprise
36
Ameriprise
Minnesota
$9.65M -$146K -1,495 -1%
WAM
37
Winslow Asset Management
Ohio
$9.05M -$764K -7,830 -8%
Bank of America
38
Bank of America
North Carolina
$8.85M -$136K -1,396 -2%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$8.62M +$8.61M +88,300 New
Citadel Advisors
40
Citadel Advisors
Florida
$8.56M +$857K +8,784 +11%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$8.24M +$410K +4,200 +5%
PFC
42
Phocas Financial Corp
California
$6.58M -$711K -7,289 -10%
WG
43
Winton Group
United Kingdom
$6.46M +$5.48M +56,225 +567%
HCM
44
Huber Capital Management
California
$6.44M +$169K +1,729 +3%
SEI Investments
45
SEI Investments
Pennsylvania
$6.36M +$715K +7,334 +13%
American Century Companies
46
American Century Companies
Missouri
$6.15M -$190K -1,944 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.06M +$121K +1,238 +2%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$4.95M – – –
Millennium Management
49
Millennium Management
New York
$4.72M -$6.04M -61,947 -56%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4.47M -$2.97M -30,411 -40%
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KALU Hedge Fund Activity: Q2 2019 in Review

198 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2019, worth a combined $1.56B — down 7% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KALU and 18 opened new positions — a net loss of 13 holders — while 69 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $28.6M. The largest seller was Royce & Associates, exiting entirely with an estimated $12.4M sold.

  • 198 institutional investors held Kaiser Aluminum (KALU) as of Q2 2019, down from 214 in Q1 2019.
  • Funds reported $1.56B of Kaiser Aluminum stock for Q2 2019, down 7% quarter-over-quarter.
  • 18 funds opened new Kaiser Aluminum positions in Q2 2019 and 31 closed out, a net change of -13 holders.
  • The largest Kaiser Aluminum buyer in Q2 2019 was Invesco, an estimated $28.6M added.
  • The largest Kaiser Aluminum seller in Q2 2019 was Royce & Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.