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Kaiser Aluminum
KALU

180 hedge funds and large institutions have $1.66B invested in Kaiser Aluminum in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $6.06M | Put options by funds: $4.96M

1.57% less ownership

Funds ownership: 99.6% → 98.02% (-1.6%)

5% less funds holding

Funds holding: 189 → 180 (-9)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

15% less capital invested

Capital invested by funds: $1.95B → $1.66B (-$291M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
65
Closed
24
Calls
$6.06M
Puts
$4.96M
Net Calls
+$1.11M
Net Calls Change
-$5.47M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$30.8M
2
CCM
Copeland Capital Management
Pennsylvania
+$15.2M
3
SAM
Silvercrest Asset Management
New York
+$13.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$8.66M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.76M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$15.5M
2
DCM
Driehaus Capital Management
Illinois
-$9.74M
3
BlackRock
BlackRock
New York
-$6.95M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.71M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
151
Harbour Investments
Wisconsin
$33K – – –
FF
152
FourThought Financial
Florida
$30K -$17.9K -150 -35%
LWM
153
Liberty Wealth Management
California
$27K +$15K +126 +102%
FCA
154
FinTrust Capital Advisors
South Carolina
$22K – – –
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$21K +$715 +6 +3%
VCM
156
Versant Capital Management
Arizona
$20K +$238 +2 +1%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$16K +$17.2K +144 New
QCG
158
Quadrant Capital Group
Ohio
$15K +$1.19K +10 +8%
TWA
159
TCI Wealth Advisors
Arizona
$9K +$4.17K +35 +78%
1IA
160
1834 Investment Advisors
Wisconsin
$8K – – –
IR
161
IAT Reinsurance
New York
$8K – – –
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$1.31K +11 +18%
MA
163
Montag & Associates
Georgia
$7K – – –
ST
164
Sageworth Trust
Pennsylvania
$7K – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$7K +$357 +3 +5%
PCG
166
Private Capital Group
Connecticut
$6K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$6K – – –
MAM
168
Meeder Asset Management
Ohio
$6K +$2.14K +18 +51%
IA
169
IFP Advisors
Florida
$4K – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$3K -$6.55K -55 -65%
AAP
171
Arax Advisory Partners
Colorado
$3K +$1.67K +14 +108%
CWP
172
Concord Wealth Partners
Virginia
$2K +$2.38K +20 New
HNB
173
Huntington National Bank
Ohio
$1K – – –
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
TFO
175
Tarbox Family Office
California
$1K – – –
5 6
7
8 9

KALU Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2021, worth a combined $1.66B — down 15% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KALU and 16 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was William Blair Investment Management, adding an estimated $30.8M. The largest seller was Franklin Resources, cutting an estimated $15.5M.

  • 180 institutional investors held Kaiser Aluminum (KALU) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $1.66B of Kaiser Aluminum stock for Q3 2021, down 15% quarter-over-quarter.
  • 16 funds opened new Kaiser Aluminum positions in Q3 2021 and 24 closed out, a net change of -8 holders.
  • The largest Kaiser Aluminum buyer in Q3 2021 was William Blair Investment Management, an estimated $30.8M added.
  • The largest Kaiser Aluminum seller in Q3 2021 was Franklin Resources, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.