We are live on ! Find out more
KALU icon

Kaiser Aluminum

166 hedge funds and large institutions have $825M invested in Kaiser Aluminum in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 54

2.1% less ownership

Funds ownership: 99.08%96.98% (-2.1%)

3% less funds holding

Funds holding: 172166 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

28% less capital invested

Capital invested by funds: $1.15B → $825M (-$327M)

100% less call options, than puts

Call options by funds: $5K | Put options by funds: $5.78M

Holders
166
Holders Change
-6
Holders Change %
-3.49%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
62
Reduced
54
Closed
27
Calls
$5K
Puts
$5.78M
Net Calls
-$5.77M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$7.74M +$2.21M +34,417 +31%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.79M +$86.1K +1,344 +1%
Goldman Sachs
28
Goldman Sachs
New York
$6.62M -$1.79M -27,891 -18%
RS
29
Robeco Schweiz
Switzerland
$6.16M -$2.24M -35,000 -23%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$5.96M -$38.5K -600 -0.5%
Bank of America
31
Bank of America
North Carolina
$5.39M +$271K +4,228 +4%
Ameriprise
32
Ameriprise
Minnesota
$4.35M -$119K -1,859 -2%
N
33
Nuveen
North Carolina
$4.21M +$746K +11,638 +17%
KTA
34
Keeley-Teton Advisors
Illinois
$4.18M +$396K +6,179 +9%
WAM
35
Winslow Asset Management
Ohio
$4.01M -$92.9K -1,449 -2%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.83M +$224K +3,492 +5%
SEI Investments
37
SEI Investments
Pennsylvania
$3.66M -$277K -4,316 -6%
Citadel Advisors
38
Citadel Advisors
Florida
$3.35M -$20.3K -316 -0.5%
PFC
39
Phocas Financial Corp
California
$3.25M -$3.78M -58,910 Closed
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$3.21M +$1.66M +25,840 +76%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$3.13M -$5.05M -78,767 -57%
TAM
42
Third Avenue Management
New York
$3.11M +$1.09M +16,980 +41%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.85M -$286K -4,463 -8%
MSL
44
Mackay Shields LLC
New York
$2.76M +$3.3M +51,500 New
PI
45
PEAK6 Investments
Illinois
$2.65M +$2.84M +44,334 +850%
Legal & General Group
46
Legal & General Group
United Kingdom
$2.65M -$105K -1,635 -3%
Morgan Stanley
47
Morgan Stanley
New York
$2.64M -$517K -8,071 -14%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$2.57M +$3.07M +47,929 New
PPA
49
Parametric Portfolio Associates
Washington
$2.39M -$4.81K -75 -0.2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$2.37M +$2.3M +35,951 +438%

KALU Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2020, worth a combined $825M — down 28% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KALU and 22 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 62 added.

The largest buyer was State Street, adding an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $39.7M.

  • 166 institutional investors held Kaiser Aluminum (KALU) as of Q3 2020, down from 172 in Q2 2020.
  • Funds reported $825M of Kaiser Aluminum stock for Q3 2020, down 28% quarter-over-quarter.
  • 22 funds opened new Kaiser Aluminum positions in Q3 2020 and 27 closed out, a net change of -5 holders.
  • The largest Kaiser Aluminum buyer in Q3 2020 was State Street, an estimated $10.6M added.
  • The largest Kaiser Aluminum seller in Q3 2020 was Fidelity Investments, an estimated $39.7M sold.

Based on aggregated 13F filings for Q3 2020.