Kaiser Aluminum
KALU
161 hedge funds and large institutions have $1.17B invested in Kaiser Aluminum in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 27 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 56
0.66% more ownership
Funds ownership: 101.72% → 102.37% (+0.66%)
3% less capital invested
Capital invested by funds: $1.21B → $1.17B (-$39.5M)
6% less funds holding
Funds holding: 171 → 161 (-10)
30% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 27
91% less call options, than puts
Call options by funds: $416K | Put options by funds: $4.54M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$7.82M |
| 2 |
BlackRock
New York
|
+$6.91M |
| 3 |
First Eagle Investment Management
New York
|
+$3.64M |
| 4 |
State Street
Boston,
Massachusetts
|
+$3.17M |
| 5 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$8.42M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$7.48M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.75M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.72M |
| 5 |
Millennium Management
New York
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
176
Belpointe Asset Management
Reno,
Nevada
| – | -$8.96K | -120 | Closed |
|
|
TWA
177
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7.39K | -99 | Closed |
|
178
Cerity Partners
New York
| – | -$462K | -85 | Closed |
|
|
ASN
179
Advisory Services Network
Atlanta,
Georgia
| – | -$3.86K | -52 | Closed |
|
|
SPIA
180
Steward Partners Investment Advisory
New York
| – | -$3.81K | -51 | Closed |
|
181
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$3.43K | -46 | Closed |
|
|
AAP
182
Arax Advisory Partners
Denver,
Colorado
| – | -$1.68K | -22 | Closed |
|
|
GWS
183
Glassman Wealth Services
Vienna,
Virginia
| – | -$1.57K | -21 | Closed |
|
184
Creative Planning
Overland Park,
Kansas
| – | -$374 | -5 | Closed |
|
|
S
185
SignatureFD
Atlanta,
Georgia
| – | -$224 | -3 | Closed |
|
|
C
186
Covestor
London,
United Kingdom
| – | -$66 | -1 | -25% |
|
|
IAS
187
IMA Advisory Services
Denver,
Colorado
| – | -$75 | -1 | Closed |
|
KALU Hedge Fund Activity: Q2 2023 in Review
161 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2023, worth a combined $1.17B — down 3.3% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of KALU and 19 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 64 added.
The largest buyer was Invesco, adding an estimated $7.82M. The largest seller was Victory Capital Management, cutting an estimated $8.42M.
- 161 institutional investors held Kaiser Aluminum (KALU) as of Q2 2023, down from 171 in Q1 2023.
- Funds reported $1.17B of Kaiser Aluminum stock for Q2 2023, down 3.3% quarter-over-quarter.
- 19 funds opened new Kaiser Aluminum positions in Q2 2023 and 27 closed out, a net change of -8 holders.
- The largest Kaiser Aluminum buyer in Q2 2023 was Invesco, an estimated $7.82M added.
- The largest Kaiser Aluminum seller in Q2 2023 was Victory Capital Management, an estimated $8.42M sold.
Based on aggregated 13F filings for Q2 2023.