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Kaiser Aluminum
KALU

169 hedge funds and large institutions have $2.25B invested in Kaiser Aluminum in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 161 → 169 (+8)

21% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 68

22% less capital invested

Capital invested by funds: $2.87B → $2.25B (-$622M)

36% less call options, than puts

Call options by funds: $843K | Put options by funds: $1.31M

Holders
169
Holders Change
+8
Holders Change %
+4.97%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
54
Reduced
68
Closed
13
Calls
$843K
Puts
$1.31M
Net Calls
-$471K
Net Calls Change
-$1.55M

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$371M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$31.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.6M
4
EAM
Eagle Asset Management
Florida
+$11.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
-$35.7M
2
MCM
Munder Capital Management
Michigan
-$18.7M
3
CAM
Cortina Asset Management
Wisconsin
-$16.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.24M
5
Bank of America
Bank of America
North Carolina
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$2.38M -$86.9K -1,240 -4%
Public Employees Retirement Association of Colorado
77
Public Employees Retirement Association of Colorado
Colorado
$2.31M – – –
Millennium Management
78
Millennium Management
New York
$2.29M +$2.24M +32,020 New
AIG
79
American International Group
New York
$2.23M +$1.18M +16,879 +118%
Two Sigma Investments
80
Two Sigma Investments
New York
$2.22M +$1.88M +26,888 +644%
TA
81
Teachers Advisors
New York
$1.96M – – –
GC
82
Guggenheim Capital
Illinois
$1.95M -$312K -4,449 -14%
ERSOT
83
Employees Retirement System of Texas
Texas
$1.93M – – –
BG
84
BlackRock Group
United Kingdom
$1.8M -$91K -1,299 -5%
LMGAM
85
Liberty Mutual Group Asset Management
Massachusetts
$1.71M – – –
CCMH
86
Cornerstone Capital Management Holdings
New York
$1.69M +$1.65M +23,600 New
Fidelity International
87
Fidelity International
Bermuda
$1.69M +$1.65M +23,600 New
NCM
88
Newland Capital Management
New York
$1.6M +$1.57M +22,366 New
ProShare Advisors
89
ProShare Advisors
Maryland
$1.56M +$1.24M +17,649 +419%
Swiss National Bank
90
Swiss National Bank
Switzerland
$1.56M +$329K +4,700 +27%
PH
91
Pinnacle Holdings
Oklahoma
$1.47M +$90.3K +1,289 +7%
N
92
Nuveen
North Carolina
$1.4M – – –
TPSF
93
Texas Permanent School Fund
Texas
$1.3M -$109K -1,556 -8%
Comerica Bank
94
Comerica Bank
Texas
$1.29M -$97.8K -1,397 -7%
SF
95
Synovus Financial
Georgia
$1.27M -$14.6K -208 -1%
NFA
96
Nationwide Fund Advisors
Ohio
$1.26M +$1.4K +20 +0.1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$1.25M -$777K -11,091 -39%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.21M -$189K -2,700 -14%
AG
99
Aperio Group
California
$1.15M +$1.13M +16,075 New
AL
100
Airain Ltd
Guernsey
$1.1M +$314K +4,476 +41%
2 3
4
5 6

KALU Hedge Fund Activity: Q1 2014 in Review

169 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2014, worth a combined $2.25B — down 22% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KALU positions and 13 closed out — a net gain of 9 holders — while 54 added to existing stakes and 68 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Heartland Advisors, exiting entirely with an estimated $35.7M sold.

  • 169 institutional investors held Kaiser Aluminum (KALU) as of Q1 2014, up from 161 in Q4 2013.
  • Funds reported $2.25B of Kaiser Aluminum stock for Q1 2014, down 22% quarter-over-quarter.
  • 22 funds opened new Kaiser Aluminum positions in Q1 2014 and 13 closed out, a net change of +9 holders.
  • The largest Kaiser Aluminum buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest Kaiser Aluminum seller in Q1 2014 was Heartland Advisors, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2014.