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Kaiser Aluminum

178 hedge funds and large institutions have $1.47B invested in Kaiser Aluminum in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

18% more capital invested

Capital invested by funds: $1.25B → $1.47B (+$222M)

6% more funds holding

Funds holding: 168178 (+10)

62% less call options, than puts

Call options by funds: $57K | Put options by funds: $150K

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
72
Reduced
59
Closed
15
Calls
$57K
Puts
$150K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
QBFM
76
QS Batterymarch Financial Management
New York
$2.84M -$13.5K -200 -0.5%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$2.83M +$500K +7,400 +23%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$2.54M -$8.44K -125 -0.3%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.53M -$27.9K -413 -1%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$2.42M +$68.8K +1,019 +3%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$2.31M +$87.8K +1,300 +4%
KBC Group
82
KBC Group
Belgium
$2.25M +$2.14M +31,611 New
CIA
83
CCM Investment Advisers
South Carolina
$2.19M -$4.24M -62,825 -67%
BG
84
BlackRock Group
United Kingdom
$2.17M +$799K +11,829 +63%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$2.06M +$12.2K +180 +0.6%
MLM
86
Mount Lucas Management
Pennsylvania
$2M +$133K +1,970 +8%
ERSOT
87
Employees Retirement System of Texas
Texas
$1.92M
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.91M
First Trust Advisors
89
First Trust Advisors
Illinois
$1.81M +$664K +9,828 +63%
SAM
90
Symphony Asset Management
California
$1.77M +$1.02M +15,115 +156%
DC
91
Deere & Company
Illinois
$1.65M -$56.8K -841 -4%
CIC
92
Chase Investment Counsel
Virginia
$1.58M +$1.5M +22,160 New
Wells Fargo
93
Wells Fargo
California
$1.57M +$526K +7,791 +55%
LMGAM
94
Liberty Mutual Group Asset Management
Massachusetts
$1.53M +$1.45M +21,500 New
AQR Capital Management
95
AQR Capital Management
Connecticut
$1.5M -$1.04M -15,468 -42%
Comerica Bank
96
Comerica Bank
Texas
$1.46M +$202K +2,991 +17%
TPSF
97
Texas Permanent School Fund
Texas
$1.41M +$94.4K +1,397 +8%
Citigroup
98
Citigroup
New York
$1.41M +$316K +4,675 +31%
PH
99
Pinnacle Holdings
Oklahoma
$1.29M -$44.7K -662 -4%
NFA
100
Nationwide Fund Advisors
Ohio
$1.29M +$35.3K +522 +3%

KALU Hedge Fund Activity: Q3 2013 in Review

178 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2013, worth a combined $1.47B — up 18% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KALU positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Carlson Capital, exiting entirely with an estimated $38.7M sold.

  • 178 institutional investors held Kaiser Aluminum (KALU) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.47B of Kaiser Aluminum stock for Q3 2013, up 18% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2013 and 15 closed out, a net change of +11 holders.
  • The largest Kaiser Aluminum buyer in Q3 2013 was Fidelity Investments, an estimated $21.4M added.
  • The largest Kaiser Aluminum seller in Q3 2013 was Carlson Capital, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2013.