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Kaiser Aluminum

189 hedge funds and large institutions have $1.55B invested in Kaiser Aluminum in 2014 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

12% more funds holding

Funds holding: 169189 (+20)

5% more capital invested

Capital invested by funds: $1.47B → $1.55B (+$80.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
189
Holders Change
+20
Holders Change %
+11.83%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
71
Reduced
63
Closed
12
Calls
$419K
Puts
Net Calls
+$419K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$119M -$986K -12,763 -0.8%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$91.2M -$5.63M -72,817 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.5M +$943K +12,202 +1%
BFA
4
BlackRock Fund Advisors
California
$68.7M -$4.72M -61,095 -6%
Goldman Sachs
5
Goldman Sachs
New York
$68M -$7.88M -101,974 -10%
Macquarie Group
6
Macquarie Group
Australia
$61.9M +$2.83M +36,658 +5%
KAM
7
Keeley Asset Management
Illinois
$57.2M -$1.91M -24,755 -3%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$49.8M
CI
9
Cambiar Investors
Colorado
$44M -$5.03M -65,128 -10%
HCM
10
Huber Capital Management
California
$40.9M -$3.72M -48,200 -8%
State Street
11
State Street
Massachusetts
$40.9M +$3.09K +40 +0%
BIT
12
BlackRock Institutional Trust
California
$38M +$3.98M +51,527 +12%
LCP
13
Lombardia Capital Partners
California
$37.2M -$10.8M -139,656 -22%
Northern Trust
14
Northern Trust
Illinois
$36.1M +$5.79M +74,863 +19%
RA
15
Royce & Associates
New York
$31.3M -$1.58M -20,500 -5%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$29M +$29.4M +380,200 New
Victory Capital Management
17
Victory Capital Management
Texas
$27.7M +$2.41M +31,158 +9%
TAM
18
Third Avenue Management
New York
$25.6M -$7.8M -100,959 -23%
MCM
19
Munder Capital Management
Michigan
$25.4M +$439K +5,682 +2%
O
20
OppenheimerFunds
New York
$23.8M -$35.5K -460 -0.1%
PIM
21
Paradice Investment Management
Colorado
$22.3M +$3.97M +51,433 +21%
Franklin Resources
22
Franklin Resources
California
$22.2M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$21.8M -$445K -5,754 -2%
MFP
24
Michael F. Price
$21.1M -$2.06M -26,702 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$20.9M -$2.7M -34,957 -11%

KALU Hedge Fund Activity: Q3 2014 in Review

189 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2014, worth a combined $1.55B — up 5.4% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KALU positions and 12 closed out — a net gain of 20 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $29.4M. The largest seller was Norges Bank, cutting an estimated $17.7M.

  • 189 institutional investors held Kaiser Aluminum (KALU) as of Q3 2014, up from 169 in Q2 2014.
  • Funds reported $1.55B of Kaiser Aluminum stock for Q3 2014, up 5.4% quarter-over-quarter.
  • 32 funds opened new Kaiser Aluminum positions in Q3 2014 and 12 closed out, a net change of +20 holders.
  • The largest Kaiser Aluminum buyer in Q3 2014 was Point72 Asset Management, an estimated $29.4M added.
  • The largest Kaiser Aluminum seller in Q3 2014 was Norges Bank, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2014.