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Kaiser Aluminum
KALU

192 hedge funds and large institutions have $1.78B invested in Kaiser Aluminum in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

32% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $980K

17% more capital invested

Capital invested by funds: $1.52B → $1.78B (+$261M)

3% more funds holding

Funds holding: 187 → 192 (+5)

2.55% more ownership

Funds ownership: 100.15% → 102.7% (+2.6%)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
4.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
68
Reduced
76
Closed
17
Calls
$1.29M
Puts
$980K
Net Calls
+$313K
Net Calls Change
+$215K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$27.8M
2
AP
AHL Partners
United Kingdom
+$14.9M
3
TA
Teachers Advisors
New York
+$11.1M
4
LSV Asset Management
LSV Asset Management
Illinois
+$10.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.29M

Top Sellers

1
RA
Royce & Associates
New York
-$28.2M
2
ICOM
Investment Counselors of Maryland
Maryland
-$18.6M
3
KTA
Keeley-Teton Advisors
Illinois
-$10.9M
4
O
OppenheimerFunds
New York
-$9.13M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$75K +$70.9K +736 New
LIA
177
LS Investment Advisors
Michigan
$58K -$10K -104 -16%
VCM
178
Versant Capital Management
Arizona
$56K +$2.12K +22 +4%
SWA
179
Sutton Wealth Advisors
Florida
$46.8K – – –
DVM
180
Dreman Value Management
Florida
$16K – – –
AG
181
Advisor Group
Arizona
$14K -$25.3K -263 -65%
PA
182
Parallel Advisors
California
$10K -$193 -2 -2%
PFC
183
Phocas Financial Corp
California
$9K +$182K +1,892 +2%
IR
184
IAT Reinsurance
New York
$7K – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$7K +$2.89K +30 +83%
SPIA
186
Steward Partners Investment Advisory
New York
$6K – – –
IA
187
IFP Advisors
Florida
$6K +$2.12K +22 +63%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
CBT
189
Capital Bank & Trust
California
$3K – – –
GAM
190
Gemmer Asset Management
California
$3K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$1K +$289 +3 +27%
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$1K +$674 +7 New
ICOM
193
Investment Counselors of Maryland
Maryland
– -$18.6M -210,017 Closed
Two Sigma Advisers
194
Two Sigma Advisers
New York
– -$783K -8,848 Closed
Two Sigma Investments
195
Two Sigma Investments
New York
– -$579K -6,540 Closed
BPM
196
Bowling Portfolio Management
Ohio
– -$370K -4,181 Closed
JG
197
Jefferies Group
New York
– -$307K -3,471 Closed
SG Americas Securities
198
SG Americas Securities
New York
– -$252K -2,843 Closed
CSS
199
Cubist Systematic Strategies
Connecticut
– -$248K -2,802 Closed
NIT
200
NumerixS Investment Technologies
British Columbia, Canada
– -$239K -2,700 Closed
5 6 7
8
9

KALU Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2017, worth a combined $1.78B — up 17% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KALU positions and 17 closed out — a net gain of 9 holders — while 68 added to existing stakes and 76 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.8M. The largest seller was Royce & Associates, cutting an estimated $28.2M.

  • 192 institutional investors held Kaiser Aluminum (KALU) as of Q3 2017, up from 187 in Q2 2017.
  • Funds reported $1.78B of Kaiser Aluminum stock for Q3 2017, up 17% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2017 and 17 closed out, a net change of +9 holders.
  • The largest Kaiser Aluminum buyer in Q3 2017 was T. Rowe Price Associates, an estimated $27.8M added.
  • The largest Kaiser Aluminum seller in Q3 2017 was Royce & Associates, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2017.