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Kaiser Aluminum
KALU

214 hedge funds and large institutions have $1.68B invested in Kaiser Aluminum in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $1.42B → $1.68B (+$260M)

9% more funds holding

Funds holding: 197 → 214 (+17)

1.66% more ownership

Funds ownership: 97.85% → 99.51% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

48% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $2.44M

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
4.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
67
Reduced
72
Closed
18
Calls
$1.27M
Puts
$2.44M
Net Calls
-$1.17M
Net Calls Change
-$1.12M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.5M
3
TA
Teachers Advisors
New York
+$10.4M
4
Man Group
Man Group
United Kingdom
+$7.93M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$11.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$8.42M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$7.91M
5
HCM
Huber Capital Management
California
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
151
QS Investors
New York
$352K -$1.93K -19 -0.6%
BIM
152
Bogle Investment Management
Massachusetts
$315K +$306K +3,007 New
TAM
153
Tyers Asset Management
Texas
$311K – – –
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$304K -$122K -1,197 -29%
MFG
155
Magnus Financial Group
New York
$294K – – –
RJA
156
Raymond James & Associates
Florida
$274K +$267K +2,619 New
USAA
157
United Services Automobile Association
Texas
$268K – – –
AB
158
Amalgamated Bank
New York
$263K +$6.82K +67 +3%
VIA
159
Vident Investment Advisory
Georgia
$261K -$2.24M -21,989 -90%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$249K +$242K +2,378 New
TI
161
Trexquant Investment
Connecticut
$249K +$243K +2,382 New
XK
162
Xact Kapitalforvaltning
Sweden
$248K – – –
NA
163
Neuburgh Advisers
California
$244K – – –
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K -$58.1K -571 -20%
DADC
165
D.A. Davidson & Co
Montana
$242K +$235K +2,312 New
HC
166
Henshaw Capital
Massachusetts
$235K – – –
ProShare Advisors
167
ProShare Advisors
Maryland
$232K +$226K +2,215 New
SB
168
Suntrust Banks
Georgia
$231K +$225K +2,208 New
ADEF
169
Adams Diversified Equity Fund
Maryland
$230K -$305K -3,000 -58%
ECM
170
Element Capital Management
New York
$225K +$218K +2,145 New
LIA
171
LS Investment Advisors
Michigan
$208K +$7.64K +75 +4%
MCIM
172
Meadow Creek Investment Management
Georgia
$178K – – –
AIM
173
Assured Investment Management
New York
$154K +$149K +1,467 New
AG
174
Advisor Group
Arizona
$146K +$83.4K +819 +143%
AIP
175
Ameritas Investment Partners
Nebraska
$140K – – –
5 6
7
8 9

KALU Hedge Fund Activity: Q1 2019 in Review

214 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2019, worth a combined $1.68B — up 18% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KALU positions and 18 closed out — a net gain of 17 holders — while 67 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was Royce & Associates, cutting an estimated $13.2M.

  • 214 institutional investors held Kaiser Aluminum (KALU) as of Q1 2019, up from 197 in Q4 2018.
  • Funds reported $1.68B of Kaiser Aluminum stock for Q1 2019, up 18% quarter-over-quarter.
  • 35 funds opened new Kaiser Aluminum positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest Kaiser Aluminum buyer in Q1 2019 was BlackRock, an estimated $12.4M added.
  • The largest Kaiser Aluminum seller in Q1 2019 was Royce & Associates, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2019.