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Kaiser Aluminum
KALU

194 hedge funds and large institutions have $1.5B invested in Kaiser Aluminum in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $524K

2% more capital invested

Capital invested by funds: $1.47B → $1.5B (+$23.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

1% less funds holding

Funds holding: 195 → 194 (-1)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
73
Reduced
73
Closed
23
Calls
$1.01M
Puts
$524K
Net Calls
+$483K
Net Calls Change
+$1.72M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$10.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M
3
State Street
State Street
Massachusetts
+$9.36M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.03M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$8.29M

Top Sellers

1
WC
Walthausen & Co
New York
-$12.4M
2
Macquarie Group
Macquarie Group
Australia
-$12M
3
PCM
Penn Capital Management
Pennsylvania
-$8.75M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.81M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
201
Quadrature Capital
United Kingdom
– -$835K -9,984 Closed
Balyasny Asset Management
202
Balyasny Asset Management
Illinois
– -$720K -8,610 Closed
GH
203
GAM Holding
Switzerland
– -$719K -8,600 Closed
CONA
204
Capital One National Association
New York
– -$480K -5,741 Closed
YCMGA
205
York Capital Management Global Advisors
New York
– -$442K -5,281 Closed
DTL
206
Dynamic Technology Lab
Singapore
– -$400K -4,783 Closed
KeyBank National Association
207
KeyBank National Association
Ohio
– -$359K -4,283 Closed
DADC
208
D.A. Davidson & Co
Montana
– -$221K -2,655 Closed
MF
209
Magnetar Financial
Illinois
– -$220K -2,624 Closed
Daiwa Securities Group
210
Daiwa Securities Group
Japan
– -$167K -2,000 Closed
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
– -$14K -166 Closed
HMS
212
Hanseatic Management Services
New Mexico
– -$12K -148 Closed
CG
213
Cutler Group
California
– -$8.09K -103 Closed
PMFA
214
Plante Moran Financial Advisors
Michigan
– -$6K -70 Closed
TRCT
215
Tower Research Capital (TRC)
New York
– -$6K -66 Closed
IA
216
IFP Advisors
Florida
– -$3K -30 Closed
Loomis, Sayles & Company
217
Loomis, Sayles & Company
Massachusetts
– -$2K -22 Closed
5 6 7 8
9

KALU Hedge Fund Activity: Q1 2016 in Review

194 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2016, worth a combined $1.5B — up 1.6% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KALU and 22 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 73 added.

The largest buyer was LSV Asset Management, adding an estimated $10.7M. The largest seller was Walthausen & Co, exiting entirely with an estimated $12.4M sold.

  • 194 institutional investors held Kaiser Aluminum (KALU) as of Q1 2016, down from 195 in Q4 2015.
  • Funds reported $1.5B of Kaiser Aluminum stock for Q1 2016, up 1.6% quarter-over-quarter.
  • 22 funds opened new Kaiser Aluminum positions in Q1 2016 and 23 closed out, a net change of -1 holder.
  • The largest Kaiser Aluminum buyer in Q1 2016 was LSV Asset Management, an estimated $10.7M added.
  • The largest Kaiser Aluminum seller in Q1 2016 was Walthausen & Co, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.