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Kaiser Aluminum
KALU

197 hedge funds and large institutions have $1.42B invested in Kaiser Aluminum in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.76% less ownership

Funds ownership: 100.61% → 97.85% (-2.8%)

4% less funds holding

Funds holding: 206 → 197 (-9)

22% less capital invested

Capital invested by funds: $1.82B → $1.42B (-$405M)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $53K

Holders
197
Holders Change
-9
Holders Change %
-4.37%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
55
Reduced
77
Closed
29
Calls
–
Puts
$53K
Net Calls
-$53K
Net Calls Change
-$207K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$14.7M
2
RA
Royce & Associates
New York
+$13.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.89M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.57M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$18.2M
2
RS
Robeco Schweiz
Switzerland
-$9.23M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.14M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$7.76M
5
Invesco
Invesco
Georgia
-$6.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
126
Two Sigma Advisers
New York
$455K -$72.2K -748 -13%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$453K – – –
GH
128
GAM Holding
Switzerland
$419K +$452K +4,687 New
CGH
129
Crossmark Global Holdings
Texas
$403K +$182K +1,890 +72%
ECM
130
ETrade Capital Management
Virginia
$385K +$65.9K +683 +19%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$366K +$396K +4,101 New
First Trust Advisors
132
First Trust Advisors
Illinois
$364K -$1.65M -17,051 -81%
OSIA
133
O'Shares Investment Advisers
Massachusetts
$359K +$389K +4,026 New
AG
134
Algert Global
California
$357K – – –
PIA
135
Piedmont Investment Advisors
North Carolina
$350K +$8.11K +84 +2%
OAM
136
Oberweis Asset Management
Illinois
$341K +$109K +1,125 +42%
FCM
137
Flinton Capital Management
Pennsylvania
$322K – – –
RCM
138
Riverhead Capital Management
Delaware
$316K – – –
LCM
139
Laurion Capital Management
New York
$305K +$329K +3,412 New
QI
140
QS Investors
New York
$302K – – –
VF
141
Virtu Financial
New York
$291K +$315K +3,260 New
PP
142
Paloma Partners
Connecticut
$268K +$106K +1,100 +58%
TAM
143
Tyers Asset Management
Texas
$265K – – –
QCM
144
Quantinno Capital Management
New York
$262K +$283K +2,936 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K – – –
MFG
146
Magnus Financial Group
New York
$250K +$271K +2,805 New
Squarepoint
147
Squarepoint
New York
$229K -$876K -9,078 -78%
USAA
148
United Services Automobile Association
Texas
$228K – – –
ACA
149
Aptus Capital Advisors
Alabama
$225K +$243K +2,520 New
AB
150
Amalgamated Bank
New York
$218K +$235K +2,440 New
4 5
6
7 8

KALU Hedge Fund Activity: Q4 2018 in Review

197 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2018, worth a combined $1.42B — down 22% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of KALU and 21 opened new positions — a net loss of 8 holders — while 77 trimmed existing stakes and 55 added.

The largest buyer was Victory Capital Management, adding an estimated $14.7M. The largest seller was JP Morgan Chase, cutting an estimated $18.2M.

  • 197 institutional investors held Kaiser Aluminum (KALU) as of Q4 2018, down from 206 in Q3 2018.
  • Funds reported $1.42B of Kaiser Aluminum stock for Q4 2018, down 22% quarter-over-quarter.
  • 21 funds opened new Kaiser Aluminum positions in Q4 2018 and 29 closed out, a net change of -8 holders.
  • The largest Kaiser Aluminum buyer in Q4 2018 was Victory Capital Management, an estimated $14.7M added.
  • The largest Kaiser Aluminum seller in Q4 2018 was JP Morgan Chase, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2018.