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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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$520K – – –
ACA
127
Aptus Capital Advisors
Alabama
$510K +$79.9K +819 +19%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$508K +$9.75K +100 +2%
OC
129
Oppenheimer & Co
New York
$488K – – –
GC
130
Guggenheim Capital
Illinois
$483K -$6.92K -71 -1%
DCM
131
Dupont Capital Management
Delaware
$436K +$436K +4,468 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$418K -$198K -2,035 -32%
CGH
133
Crossmark Global Holdings
Texas
$401K -$53K -543 -12%
EGPO
134
EnTrust Global Partners Offshore
New York
$371K -$78K -800 -17%
LCM
135
Laurion Capital Management
New York
$368K +$368K +3,769 New
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$355K -$135K -1,380 -27%
FCM
137
Flinton Capital Management
Pennsylvania
$352K – – –
AIM
138
ARK Investment Management
Florida
$352K +$352K +3,609 New
OSIA
139
O'Shares Investment Advisers
Massachusetts
$345K -$4.88K -50 -1%
RCM
140
Riverhead Capital Management
Delaware
$345K – – –
QI
141
QS Investors
New York
$328K – – –
DTL
142
Dynamic Technology Lab
Singapore
$303K +$302K +3,100 New
TAM
143
Tyers Asset Management
Texas
$290K – – –
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$273K -$10.8K -111 -4%
AB
145
Amalgamated Bank
New York
$272K +$27.4K +281 +11%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$271K -$68.7K -705 -20%
MFG
147
Magnus Financial Group
New York
$271K -$2.63K -27 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$254K -$566K -5,800 -69%
QT
149
Quantbot Technologies
New York
$254K +$255K +2,611 New
USAA
150
United Services Automobile Association
Texas
$249K – – –
4 5
6
7 8

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.