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Kaiser Aluminum
KALU

194 hedge funds and large institutions have $1.5B invested in Kaiser Aluminum in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $524K

2% more capital invested

Capital invested by funds: $1.47B → $1.5B (+$23.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

1% less funds holding

Funds holding: 195 → 194 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
73
Reduced
73
Closed
23
Calls
$1.01M
Puts
$524K
Net Calls
+$483K
Net Calls Change
+$1.72M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$10.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M
3
State Street
State Street
Massachusetts
+$9.36M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.03M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$8.29M

Top Sellers

1
WC
Walthausen & Co
New York
-$12.4M
2
Macquarie Group
Macquarie Group
Australia
-$12M
3
PCM
Penn Capital Management
Pennsylvania
-$8.75M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.81M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Teachers Advisors
New York
$2.46M – – –
SAM
77
Shell Asset Management
Netherlands
$2.37M -$132K -1,678 -6%
ERSOT
78
Employees Retirement System of Texas
Texas
$2.28M – – –
BG
79
BlackRock Group
United Kingdom
$2.28M +$84.4K +1,074 +4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.16M – – –
AG
81
Aperio Group
California
$2.04M -$166K -2,112 -8%
CBOA
82
Commonwealth Bank of Australia
Australia
$1.89M +$1.75M +22,320 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.88M -$719K -9,158 -29%
AQR Capital Management
84
AQR Capital Management
Connecticut
$1.79M +$651K +8,288 +64%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$1.78M +$230K +2,923 +16%
QI
86
QS Investors
New York
$1.76M – – –
AP
87
AHL Partners
United Kingdom
$1.76M +$1.24M +15,770 +313%
Citigroup
88
Citigroup
New York
$1.75M +$1.49M +19,029 +1,191%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.63M -$1.09M -13,915 -42%
AL
90
Airain Ltd
Guernsey
$1.63M +$566K +7,205 +60%
Comerica Bank
91
Comerica Bank
Texas
$1.58M -$17.4K -221 -1%
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$1.56M -$2.4M -30,600 -62%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$1.51M +$769K +9,793 +122%
ARTA
94
A.R.T. Advisors
New York
$1.35M -$110K -1,400 -8%
SF
95
Synovus Financial
Georgia
$1.3M +$249K +3,175 +26%
First Trust Advisors
96
First Trust Advisors
Illinois
$1.29M +$1.2M +15,239 New
SB
97
Suntrust Banks
Georgia
$1.28M +$335K +4,267 +39%
TPSF
98
Texas Permanent School Fund
Texas
$1.21M +$6.99K +89 +0.6%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1.17M +$25.6K +326 +2%
BlackRock
100
BlackRock
New York
$1.12M -$633K -8,060 -38%
2 3
4
5 6

KALU Hedge Fund Activity: Q1 2016 in Review

194 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2016, worth a combined $1.5B — up 1.6% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KALU and 22 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 73 added.

The largest buyer was LSV Asset Management, adding an estimated $10.7M. The largest seller was Walthausen & Co, exiting entirely with an estimated $12.4M sold.

  • 194 institutional investors held Kaiser Aluminum (KALU) as of Q1 2016, down from 195 in Q4 2015.
  • Funds reported $1.5B of Kaiser Aluminum stock for Q1 2016, up 1.6% quarter-over-quarter.
  • 22 funds opened new Kaiser Aluminum positions in Q1 2016 and 23 closed out, a net change of -1 holder.
  • The largest Kaiser Aluminum buyer in Q1 2016 was LSV Asset Management, an estimated $10.7M added.
  • The largest Kaiser Aluminum seller in Q1 2016 was Walthausen & Co, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.