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Kaiser Aluminum

171 hedge funds and large institutions have $1.21B invested in Kaiser Aluminum in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $388K | Put options by funds: $186K

1.6% more ownership

Funds ownership: 100.11%101.72% (+1.6%)

5% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$54.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 183171 (-12)

24% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 71

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
171
Holders Change
-12
Holders Change %
-6.56%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
54
Reduced
71
Closed
29
Calls
$388K
Puts
$186K
Net Calls
+$202K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$8.07M -$1.79M -22,159 -17%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$7.91M +$1.01M +12,473 +13%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$7.67M -$104K -1,290 -1%
Principal Financial Group
29
Principal Financial Group
Iowa
$7.48M -$221K -2,741 -3%
CCM
30
Copeland Capital Management
Pennsylvania
$7.48M -$16.3M -202,083 -67%
MOACM
31
Mutual of America Capital Management
New York
$7.02M -$2.09M -25,915 -22%
N
32
Nuveen
North Carolina
$6.24M +$18.8K +233 +0.3%
WAM
33
Winslow Asset Management
Ohio
$5.63M -$32.7K -405 -0.5%
Citadel Advisors
34
Citadel Advisors
Florida
$5.21M -$5.5M -68,185 -49%
TAM
35
Third Avenue Management
New York
$4.8M
KTA
36
Keeley-Teton Advisors
Illinois
$4.66M -$144K -1,788 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.37M -$458K -5,676 -9%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.78M +$203K +2,517 +5%
GLA
39
Great Lakes Advisors
Illinois
$3.54M +$3.82M +47,409 New
Legal & General Group
40
Legal & General Group
United Kingdom
$3.44M -$62.8K -779 -2%
Squarepoint
41
Squarepoint
New York
$3.08M +$1.66M +20,525 +99%
Goldman Sachs
42
Goldman Sachs
New York
$2.83M -$1.15M -14,233 -27%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.8M -$44.6K -553 -1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.76M -$1.08M -13,386 -27%
AG
45
Algert Global
California
$2.76M +$2.98M +36,953 New
RC
46
Roubaix Capital
Colorado
$2.75M +$2.97M +36,864 New
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$2.67M -$355K -4,404 -11%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.57M -$331K -4,100 -11%
American Century Companies
49
American Century Companies
Missouri
$2.48M -$4.99M -61,916 -65%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M -$77.8K -964 -3%

KALU Hedge Fund Activity: Q1 2023 in Review

171 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2023, worth a combined $1.21B — up 4.7% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of KALU and 21 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $28.1M. The largest seller was Copeland Capital Management, cutting an estimated $16.3M.

  • 171 institutional investors held Kaiser Aluminum (KALU) as of Q1 2023, down from 183 in Q4 2022.
  • Funds reported $1.21B of Kaiser Aluminum stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 21 funds opened new Kaiser Aluminum positions in Q1 2023 and 29 closed out, a net change of -8 holders.
  • The largest Kaiser Aluminum buyer in Q1 2023 was Invesco, an estimated $28.1M added.
  • The largest Kaiser Aluminum seller in Q1 2023 was Copeland Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.