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Kaiser Aluminum

192 hedge funds and large institutions have $1.54B invested in Kaiser Aluminum in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $515K | Put options by funds: $376K

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $1.43B → $1.54B (+$102M)

3% more funds holding

Funds holding: 187192 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+5
Holders Change %
+2.67%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
75
Reduced
61
Closed
22
Calls
$515K
Puts
$376K
Net Calls
+$139K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$118M -$741K -10,112 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M +$12.1M +165,542 +14%
BFA
3
BlackRock Fund Advisors
California
$80.3M +$2.84M +38,686 +4%
Macquarie Group
4
Macquarie Group
Australia
$73.7M +$2.23M +30,416 +3%
Goldman Sachs
5
Goldman Sachs
New York
$61.3M -$7.44M -101,523 -11%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$60.9M -$15.4M -210,474 -21%
Victory Capital Management
7
Victory Capital Management
Texas
$58.2M -$498K -6,801 -0.9%
KAM
8
Keeley Asset Management
Illinois
$58.1M -$1.76M -24,050 -3%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$48.8M -$555K -7,569 -1%
CI
10
Cambiar Investors
Colorado
$43.4M -$159K -2,164 -0.4%
State Street
11
State Street
Massachusetts
$42.4M +$213K +2,901 +0.5%
LCP
12
Lombardia Capital Partners
California
$37.8M -$437K -5,968 -1%
Northern Trust
13
Northern Trust
Illinois
$36.2M +$1.4M +19,157 +4%
HCM
14
Huber Capital Management
California
$36.2M -$1.92M -26,243 -5%
BIT
15
BlackRock Institutional Trust
California
$35.6M +$2.22M +30,260 +7%
O
16
OppenheimerFunds
New York
$27.7M +$498K +6,794 +2%
RA
17
Royce & Associates
New York
$26.6M -$2.59M -35,300 -9%
PIM
18
Paradice Investment Management
Colorado
$25.6M +$914K +12,474 +4%
Millennium Management
19
Millennium Management
New York
$25M +$23.6M +321,409 +8,420%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.1M -$472K -6,439 -2%
ICOM
21
Investment Counselors of Maryland
Maryland
$20.5M +$1.97M +26,875 +11%
WC
22
Walthausen & Co
New York
$18.3M -$7.33K -100 -0%
Allianz Asset Management
23
Allianz Asset Management
Germany
$17.9M +$1.35M +18,454 +9%
MFP
24
Michael F. Price
$17.7M
SFM
25
Systematic Financial Management
New Jersey
$14.2M +$203K +2,772 +2%

KALU Hedge Fund Activity: Q1 2015 in Review

192 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2015, worth a combined $1.54B — up 7.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KALU positions and 22 closed out — a net gain of 8 holders — while 75 added to existing stakes and 61 trimmed.

The largest buyer was Millennium Management, adding an estimated $23.6M. The largest seller was JP Morgan Chase, cutting an estimated $19M.

  • 192 institutional investors held Kaiser Aluminum (KALU) as of Q1 2015, up from 187 in Q4 2014.
  • Funds reported $1.54B of Kaiser Aluminum stock for Q1 2015, up 7.1% quarter-over-quarter.
  • 30 funds opened new Kaiser Aluminum positions in Q1 2015 and 22 closed out, a net change of +8 holders.
  • The largest Kaiser Aluminum buyer in Q1 2015 was Millennium Management, an estimated $23.6M added.
  • The largest Kaiser Aluminum seller in Q1 2015 was JP Morgan Chase, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2015.