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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
Legal & General Group
51
Legal & General Group
United Kingdom
$4.39M -$257K -2,633 -6%
OAM
52
Oxford Asset Management
United Kingdom
$4.34M +$2.26M +23,226 +110%
Hotchkis & Wiley Capital Management
53
Hotchkis & Wiley Capital Management
California
$4.13M +$131K +1,340 +3%
TAM
54
Third Avenue Management
New York
$3.98M – – –
MAP
55
Moody Aldrich Partners
Massachusetts
$3.96M +$105K +1,073 +3%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$3.89M -$784K -8,044 -17%
VLKIM
57
Van Lanschot Kempen Investment Management
Netherlands
$3.82M – – –
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.47M +$2.04M +20,900 +142%
LSV Asset Management
59
LSV Asset Management
Illinois
$3.28M – – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.09M +$94.8K +972 +3%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.93M – – –
HSBC Holdings
62
HSBC Holdings
United Kingdom
$2.91M -$2.53M -25,975 -47%
JP Morgan Chase
63
JP Morgan Chase
New York
$2.86M -$1.73M -17,771 -38%
Prudential Financial
64
Prudential Financial
New Jersey
$2.77M -$50.7K -520 -2%
Barclays
65
Barclays
United Kingdom
$2.76M +$826K +8,470 +43%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.74M +$644K +6,600 +31%
Assenagon Asset Management
67
Assenagon Asset Management
Luxembourg
$2.47M +$2.46M +25,268 New
ASRS
68
Arizona State Retirement System
Arizona
$2.44M +$18.8K +193 +0.8%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$2.42M -$501K -5,140 -17%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$2.41M – – –
Squarepoint
71
Squarepoint
New York
$2.35M -$859K -8,810 -27%
KBC Group
72
KBC Group
Belgium
$2.23M -$35.4K -363 -2%
BCM
73
Bridgeway Capital Management
Texas
$2.21M – – –
Canada Life
74
Canada Life
Manitoba, Canada
$2.12M -$72.1K -739 -3%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.98M +$1.98M +20,323 New
1 2
3
4 5

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.