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Kaiser Aluminum
KALU

191 hedge funds and large institutions have $1.46B invested in Kaiser Aluminum in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

69% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.92M

6% more funds holding

Funds holding: 180 → 191 (+11)

0.4% less ownership

Funds ownership: 98.02% → 97.63% (-0.4%)

12% less capital invested

Capital invested by funds: $1.66B → $1.46B (-$202M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
55
Reduced
75
Closed
12
Calls
$3.24M
Puts
$1.92M
Net Calls
+$1.32M
Net Calls Change
+$219K

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$14.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.4M
4
BlackRock
BlackRock
New York
+$9.11M
5
BCM
Brightline Capital Management
Florida
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$10.8M
2
Amundi
Amundi
France
-$9.61M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.72M
4
TCM
Tygh Capital Management
Oregon
-$5.93M
5
Franklin Resources
Franklin Resources
California
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$271K – – –
Wolverine Trading
127
Wolverine Trading
Illinois
$268K -$89.9K -888 -24%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$267K +$81.5K +805 +39%
LPL Financial
129
LPL Financial
California
$266K +$287K +2,834 New
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$261K – – –
Allianz Asset Management
131
Allianz Asset Management
Germany
$260K -$7.59K -75 -3%
LCM
132
Lewis Capital Management
California
$224K +$241K +2,386 New
AG
133
Algert Global
California
$221K -$218K -2,150 -48%
US Bancorp
134
US Bancorp
Minnesota
$214K -$16.7K -165 -7%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$206K +$20K +198 +9%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$154K – – –
UBS Group
137
UBS Group
Switzerland
$141K +$4.15K +41 +3%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$121K -$2.23K -22 -2%
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
$120K -$4.8M -47,483 -97%
AIP
140
Ameritas Investment Partners
Nebraska
$116K – – –
Simplex Trading
141
Simplex Trading
Illinois
$76K +$39.2K +387 +90%
PI
142
PineBridge Investments
New York
$75K +$81K +800 New
HIA
143
Harbor Investment Advisory
Maryland
$64K – – –
PHK
144
Point72 Hong Kong
Hong Kong
$61K +$18.3K +181 +39%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$54K +$2.53K +25 +5%
UB
146
UMB Bank
Missouri
$51K +$54.8K +542 New
CFGS
147
Concourse Financial Group Securities
Alabama
$50K -$607 -6 -1%
SIC
148
Salem Investment Counselors
North Carolina
$47K – – –
BG
149
Bollard Group
Massachusetts
$46K – – –
FHA
150
First Horizon Advisors
Tennessee
$45K – – –
4 5
6
7 8

KALU Hedge Fund Activity: Q4 2021 in Review

191 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2021, worth a combined $1.46B — down 12% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KALU positions and 12 closed out — a net gain of 12 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $14.1M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.

  • 191 institutional investors held Kaiser Aluminum (KALU) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.46B of Kaiser Aluminum stock for Q4 2021, down 12% quarter-over-quarter.
  • 24 funds opened new Kaiser Aluminum positions in Q4 2021 and 12 closed out, a net change of +12 holders.
  • The largest Kaiser Aluminum buyer in Q4 2021 was William Blair Investment Management, an estimated $14.1M added.
  • The largest Kaiser Aluminum seller in Q4 2021 was JP Morgan Chase, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.