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Kaiser Aluminum

178 hedge funds and large institutions have $1.47B invested in Kaiser Aluminum in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

18% more capital invested

Capital invested by funds: $1.25B → $1.47B (+$222M)

6% more funds holding

Funds holding: 168178 (+10)

62% less call options, than puts

Call options by funds: $57K | Put options by funds: $150K

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
72
Reduced
59
Closed
15
Calls
$57K
Puts
$150K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
151
LSV Asset Management
Illinois
$320K +$304K +4,500 New
DADC
152
D.A. Davidson & Co
Montana
$254K -$5.47K -81 -2%
BA
153
Boston Advisors
Massachusetts
$253K
SNC
154
Stifel Nicolaus & Co
Missouri
$252K -$878 -13 -0.4%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$213K +$202K +2,990 New
PP
156
PDT Partners
New York
$212K -$49K -725 -20%
MSA
157
Mason Street Advisors
Wisconsin
$196K +$32.1K +475 +21%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$173K +$75.2K +1,113 +85%
PI
159
PineBridge Investments
New York
$152K +$16.8K +249 +13%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$108K -$274K -4,057 -73%
PCM
161
Prelude Capital Management
New York
$82K -$10.7K -158 -12%
WIL
162
Winifred I. Li
$82K
FMT
163
First Mercantile Trust
Tennessee
$66K -$120K -1,780 -66%
RNS
164
Robert N. Shapiro
$66K
IRS
165
Invictus RG (Singapore)
Singapore
$64K +$60.8K +900 New
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$48K +$44.6K +660 +9,429%
US Bancorp
167
US Bancorp
Minnesota
$44K
TRCT
168
Tower Research Capital (TRC)
New York
$6K +$5.34K +79 New
CTC
169
Central Trust Company
Missouri
$4K
EWM
170
Evercore Wealth Management
New York
$4K +$4.05K +60 New
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$3K +$2.97K +44 New
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$2K -$9.05K -134 -85%
LWA
174
Lenox Wealth Advisors
New York
$2K +$1.96K +29 New
MAA
175
Managed Account Advisors
New Jersey
$1K -$690K -10,220 -100%

KALU Hedge Fund Activity: Q3 2013 in Review

178 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2013, worth a combined $1.47B — up 18% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KALU positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Carlson Capital, exiting entirely with an estimated $38.7M sold.

  • 178 institutional investors held Kaiser Aluminum (KALU) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.47B of Kaiser Aluminum stock for Q3 2013, up 18% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2013 and 15 closed out, a net change of +11 holders.
  • The largest Kaiser Aluminum buyer in Q3 2013 was Fidelity Investments, an estimated $21.4M added.
  • The largest Kaiser Aluminum seller in Q3 2013 was Carlson Capital, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2013.