We are live on ! Find out more
KALU icon

Kaiser Aluminum
KALU

196 hedge funds and large institutions have $1.37B invested in Kaiser Aluminum in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2.57% more ownership

Funds ownership: 95.59% → 98.16% (+2.6%)

1% more funds holding

Funds holding: 194 → 196 (+2)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

3% more capital invested

Capital invested by funds: $1.33B → $1.37B (+$39.1M)

65% less call options, than puts

Call options by funds: $926K | Put options by funds: $2.64M

Holders
196
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
4.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
73
Reduced
70
Closed
18
Calls
$926K
Puts
$2.64M
Net Calls
-$1.71M
Net Calls Change
-$1.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$171M
2
Victory Capital Management
Victory Capital Management
Texas
+$39.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.4M
4
AAM
Aberdeen Asset Management
United Kingdom
+$7.66M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.1M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$23.9M
2
HCM
Huber Capital Management
California
-$12.3M
3
LCP
Lombardia Capital Partners
California
-$8.83M
4
Invesco
Invesco
Georgia
-$8.76M
5
LSV Asset Management
LSV Asset Management
Illinois
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
176
Versant Capital Management
Arizona
$35K +$1.91K +24 +6%
US Bancorp
177
US Bancorp
Minnesota
$35K +$20.1K +253 +139%
FANJ
178
Financial Architects (New Jersey)
New Jersey
$24K +$23.8K +300 New
FPF
179
FNY Partners Fund
New York
$22K +$22.6K +285 New
IPC
180
Independent Portfolio Consultants
Florida
$15K +$2.78K +35 +23%
Creative Planning
181
Creative Planning
Kansas
$14K +$14.3K +180 New
AG
182
Advisor Group
Arizona
$13K +$13.4K +169 New
IR
183
IAT Reinsurance
New York
$6K – – –
SPIA
184
Steward Partners Investment Advisory
New York
$5K – – –
CG
185
Cutler Group
California
$4K – – –
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$4K +$3.89K +49 New
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$3K -$11K -139 -79%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
GAM
189
Gemmer Asset Management
California
$3K +$159 +2 +6%
IA
190
IFP Advisors
Florida
$3K +$2.22K +28 +400%
AP
191
Atwood & Palmer
Missouri
$3K +$3.02K +38 New
CGT
192
Capital Guardian Trust
California
$2K – – –
USGIU
193
U.S. Global Investors (USGI)
Texas
$1.18K +$1.17M +14,700 New
PHK
194
Point72 Hong Kong
Hong Kong
$1K +$635 +8 New
American Century Companies
195
American Century Companies
Missouri
– -$2.72M -34,974 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$1.61M -20,285 Closed
GLA
197
Great Lakes Advisors
Illinois
– -$1.3M -16,683 Closed
Credit Agricole
198
Credit Agricole
France
– -$788K -10,145 Closed
MAM
199
Martingale Asset Management
Massachusetts
– -$645K -8,302 Closed
VKH
200
Virtu KCG Holdings
New York
– -$382K -4,914 Closed
5 6 7
8
9

KALU Hedge Fund Activity: Q1 2017 in Review

196 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2017, worth a combined $1.37B — up 2.9% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KALU positions and 18 closed out — a net gain of 10 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was Macquarie Group, cutting an estimated $23.9M.

  • 196 institutional investors held Kaiser Aluminum (KALU) as of Q1 2017, up from 194 in Q4 2016.
  • Funds reported $1.37B of Kaiser Aluminum stock for Q1 2017, up 2.9% quarter-over-quarter.
  • 28 funds opened new Kaiser Aluminum positions in Q1 2017 and 18 closed out, a net change of +10 holders.
  • The largest Kaiser Aluminum buyer in Q1 2017 was BlackRock, an estimated $171M added.
  • The largest Kaiser Aluminum seller in Q1 2017 was Macquarie Group, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2017.