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Kaiser Aluminum
KALU

176 hedge funds and large institutions have $1.72B invested in Kaiser Aluminum in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $1.46M

10% more capital invested

Capital invested by funds: $1.57B → $1.72B (+$150M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 176 → 176 (0)

1.78% less ownership

Funds ownership: 100.5% → 98.72% (-1.8%)

26% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 69

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
51
Reduced
69
Closed
23
Calls
$3.85M
Puts
$1.46M
Net Calls
+$2.39M
Net Calls Change
+$1.05M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$18.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$17.1M
3
BlackRock
BlackRock
New York
+$14M
4
RS
Robeco Schweiz
Switzerland
+$9.75M
5
State Street
State Street
Massachusetts
+$6.51M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$13.8M
2
Northern Trust
Northern Trust
Illinois
-$13.7M
3
BCM
Brightline Capital Management
Florida
-$10.9M
4
Macquarie Group
Macquarie Group
Australia
-$7.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$17.2M -$1.3M -12,003 -7%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$14.9M -$4.15M -38,337 -22%
Bank of America
28
Bank of America
North Carolina
$14.6M +$3.2M +29,496 +29%
Principal Financial Group
29
Principal Financial Group
Iowa
$13.8M +$121K +1,115 +0.9%
Wells Fargo
30
Wells Fargo
California
$13M -$6.08M -56,094 -32%
ICOM
31
Investment Counselors of Maryland
Maryland
$12.5M +$404K +3,727 +3%
Ameriprise
32
Ameriprise
Minnesota
$8.95M +$53K +489 +0.6%
KTA
33
Keeley-Teton Advisors
Illinois
$8.63M +$28.5K +263 +0.3%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$8.32M +$521K +4,805 +7%
WAM
35
Winslow Asset Management
Ohio
$8.26M -$173K -1,600 -2%
TCM
36
Tygh Capital Management
Oregon
$7.49M +$5.22M +48,148 +245%
BCM
37
Bridgeway Capital Management
Texas
$6.91M – – –
MOACM
38
Mutual of America Capital Management
New York
$6.53M +$1.09M +10,099 +21%
SEI Investments
39
SEI Investments
Pennsylvania
$6.47M -$2.53M -23,309 -28%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.34M +$54.7K +505 +0.9%
PPA
41
Parametric Portfolio Associates
Washington
$5.94M +$6.93K +64 +0.1%
Legal & General Group
42
Legal & General Group
United Kingdom
$5.89M +$415K +3,832 +8%
TAM
43
Third Avenue Management
New York
$5.76M – – –
Morgan Stanley
44
Morgan Stanley
New York
$5.66M -$1.57M -14,453 -22%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$5.6M -$466K -4,300 -8%
AIM
46
ARK Investment Management
Florida
$5.09M +$3.37M +31,060 +207%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$5.02M +$4.44M +40,965 +923%
SFS
48
Sowell Financial Services
Arkansas
$4.28M +$3.37M +31,090 New
NIG
49
NFJ Investment Group
Texas
$4.13M +$4.05M +37,404 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.99M +$32.5K +300 +0.8%
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3 4 5

KALU Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2021, worth a combined $1.72B — up 9.5% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KALU positions and 23 closed out — a net gain of 2 holders — while 51 added to existing stakes and 69 trimmed.

The largest buyer was Franklin Resources, adding an estimated $18.4M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $13.8M sold.

  • 176 institutional investors held Kaiser Aluminum (KALU) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $1.72B of Kaiser Aluminum stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 25 funds opened new Kaiser Aluminum positions in Q1 2021 and 23 closed out, a net change of +2 holders.
  • The largest Kaiser Aluminum buyer in Q1 2021 was Franklin Resources, an estimated $18.4M added.
  • The largest Kaiser Aluminum seller in Q1 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.