Kaiser Aluminum
KALU
191 hedge funds and large institutions have $1.41B invested in Kaiser Aluminum in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 14 closing their positions.
207% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 14
75% more call options, than puts
Call options by funds: $1.97M | Put options by funds: $1.13M
23% more capital invested
Capital invested by funds: $1.14B → $1.41B (+$268M)
18% more funds holding
Funds holding: 162 → 191 (+29)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
1.75% less ownership
Funds ownership: 100.26% → 98.51% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.24M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.44M |
| 4 |
Goldman Sachs
New York
|
+$4.17M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$36M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$17.3M |
| 3 |
Morgan Stanley
New York
|
-$8.83M |
| 4 |
State Street
Boston,
Massachusetts
|
-$6.59M |
| 5 |
MOACM
Mutual of America Capital Management
New York
|
-$3.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
201
Headlands Technologies
Chicago,
Illinois
| – | -$110K | -1,544 | Closed |
|
|
BF
202
BOK Financial
Tulsa,
Oklahoma
| – | -$1.78K | -25 | Closed |
|
|
FFA
203
Farther Finance Advisors
San Francisco,
California
| – | -$427 | -6 | Closed |
|
204
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$356 | -5 | Closed |
|
KALU Hedge Fund Activity: Q1 2024 in Review
191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2024, worth a combined $1.41B — up 23% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new KALU positions and 14 closed out — a net gain of 29 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.4M. The largest seller was Invesco, cutting an estimated $36M.
- 191 institutional investors held Kaiser Aluminum (KALU) as of Q1 2024, up from 162 in Q4 2023.
- Funds reported $1.41B of Kaiser Aluminum stock for Q1 2024, up 23% quarter-over-quarter.
- 43 funds opened new Kaiser Aluminum positions in Q1 2024 and 14 closed out, a net change of +29 holders.
- The largest Kaiser Aluminum buyer in Q1 2024 was Wellington Management Group, an estimated $9.4M added.
- The largest Kaiser Aluminum seller in Q1 2024 was Invesco, an estimated $36M sold.
Based on aggregated 13F filings for Q1 2024.