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Kaiser Aluminum

178 hedge funds and large institutions have $1.47B invested in Kaiser Aluminum in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 59

18% more capital invested

Capital invested by funds: $1.25B → $1.47B (+$222M)

6% more funds holding

Funds holding: 168178 (+10)

62% less call options, than puts

Call options by funds: $57K | Put options by funds: $150K

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
72
Reduced
59
Closed
15
Calls
$57K
Puts
$150K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$116M -$611K -9,045 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78M +$1.2M +17,706 +2%
BFA
3
BlackRock Fund Advisors
California
$73.7M +$9.66M +142,925 +16%
Goldman Sachs
4
Goldman Sachs
New York
$69M -$572K -8,473 -0.9%
HA
5
Heartland Advisors
Wisconsin
$64.7M -$3.15M -46,575 -5%
LCP
6
Lombardia Capital Partners
California
$52.1M +$2.43M +35,996 +5%
KAM
7
Keeley Asset Management
Illinois
$51.9M +$1.23M +18,260 +3%
Macquarie Group
8
Macquarie Group
Australia
$48.9M +$2.04M +30,225 +5%
Franklin Resources
9
Franklin Resources
California
$39.3M
MCM
10
Munder Capital Management
Michigan
$37.4M -$4.05K -60 -0%
State Street
11
State Street
Massachusetts
$37.1M -$4.89M -72,357 -12%
HCM
12
Huber Capital Management
California
$36.3M +$4.94M +73,127 +17%
BIT
13
BlackRock Institutional Trust
California
$35.3M -$2.37M -35,112 -7%
TAM
14
Third Avenue Management
New York
$33.4M +$2.36M +35,000 +8%
Northern Trust
15
Northern Trust
Illinois
$30.8M +$265K +3,919 +0.9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$29.1M +$21.4M +316,806 +346%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.4M +$2.5M +36,969 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$26.8M -$1.67M -24,764 -6%
RA
19
Royce & Associates
New York
$26.5M +$3.01M +44,600 +14%
CAM
20
Cortina Asset Management
Wisconsin
$23.3M -$1.18M -17,413 -5%
MFP
21
Michael F. Price
$21.7M
O
22
OppenheimerFunds
New York
$19.4M -$101K -1,500 -0.5%
Bank of America
23
Bank of America
North Carolina
$19M -$2.54M -37,576 -12%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$17.9M +$135K +2,000 +0.8%
WC
25
Walthausen & Co
New York
$17M +$16.1M +238,750 New

KALU Hedge Fund Activity: Q3 2013 in Review

178 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2013, worth a combined $1.47B — up 18% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KALU positions and 15 closed out — a net gain of 11 holders — while 72 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $21.4M. The largest seller was Carlson Capital, exiting entirely with an estimated $38.7M sold.

  • 178 institutional investors held Kaiser Aluminum (KALU) as of Q3 2013, up from 168 in Q2 2013.
  • Funds reported $1.47B of Kaiser Aluminum stock for Q3 2013, up 18% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2013 and 15 closed out, a net change of +11 holders.
  • The largest Kaiser Aluminum buyer in Q3 2013 was Fidelity Investments, an estimated $21.4M added.
  • The largest Kaiser Aluminum seller in Q3 2013 was Carlson Capital, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2013.