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Kaiser Aluminum

187 hedge funds and large institutions have $1.43B invested in Kaiser Aluminum in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

4% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 67

1% less funds holding

Funds holding: 189187 (-2)

8% less capital invested

Capital invested by funds: $1.55B → $1.43B (-$120M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
187
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
70
Reduced
67
Closed
18
Calls
$43K
Puts
Net Calls
+$43K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$111M -$1.2M -16,589 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.2M +$1.27M +17,604 +2%
BFA
3
BlackRock Fund Advisors
California
$71.8M +$7.51M +103,988 +12%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$71.6M -$14M -194,460 -16%
Macquarie Group
5
Macquarie Group
Australia
$66.3M +$8.34M +115,430 +14%
Goldman Sachs
6
Goldman Sachs
New York
$64.2M +$458K +6,341 +0.7%
KAM
7
Keeley Asset Management
Illinois
$55.7M +$2.07M +28,620 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$54.5M +$28.9M +399,510 +110%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$45.8M -$892K -12,347 -2%
CI
10
Cambiar Investors
Colorado
$40.5M -$762K -10,552 -2%
State Street
11
State Street
Massachusetts
$39.2M +$902K +12,492 +2%
LCP
12
Lombardia Capital Partners
California
$35.6M +$734K +10,164 +2%
HCM
13
Huber Capital Management
California
$35.5M -$2.92M -40,400 -8%
Northern Trust
14
Northern Trust
Illinois
$32.3M -$1.58M -21,942 -5%
BIT
15
BlackRock Institutional Trust
California
$30.9M -$4.77M -66,038 -13%
RA
16
Royce & Associates
New York
$27.2M -$2.13M -29,500 -7%
O
17
OppenheimerFunds
New York
$25.2M +$2.94M +40,726 +13%
PIM
18
Paradice Investment Management
Colorado
$22.9M +$2.02M +28,019 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$21.9M +$2.34M +32,411 +12%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$20.8M -$6.39M -88,533 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.1M -$349K -4,830 -2%
Bank of America
22
Bank of America
North Carolina
$17.9M +$7.59M +105,123 +72%
EAM
23
EverPoint Asset Management
Connecticut
$17.9M +$7.22M +100,000 +66%
ICOM
24
Investment Counselors of Maryland
Maryland
$17.1M +$15.9M +220,575 +1,181%
WC
25
Walthausen & Co
New York
$17M -$137K -1,900 -0.8%

KALU Hedge Fund Activity: Q4 2014 in Review

187 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2014, worth a combined $1.43B — down 7.7% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KALU positions and 18 closed out — a net gain of 2 holders — while 70 added to existing stakes and 67 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $28.9M. The largest seller was Franklin Resources, cutting an estimated $20.5M.

  • 187 institutional investors held Kaiser Aluminum (KALU) as of Q4 2014, down from 189 in Q3 2014.
  • Funds reported $1.43B of Kaiser Aluminum stock for Q4 2014, down 7.7% quarter-over-quarter.
  • 20 funds opened new Kaiser Aluminum positions in Q4 2014 and 18 closed out, a net change of +2 holders.
  • The largest Kaiser Aluminum buyer in Q4 2014 was Victory Capital Management, an estimated $28.9M added.
  • The largest Kaiser Aluminum seller in Q4 2014 was Franklin Resources, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2014.