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Kaiser Aluminum

203 hedge funds and large institutions have $1.68B invested in Kaiser Aluminum in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

55% more call options, than puts

Call options by funds: $940K | Put options by funds: $606K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 72

12% more capital invested

Capital invested by funds: $1.5B → $1.68B (+$181M)

5% more funds holding

Funds holding: 194203 (+9)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
82
Reduced
72
Closed
13
Calls
$940K
Puts
$606K
Net Calls
+$334K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$152M +$5.34M +61,116 +4%
Macquarie Group
2
Macquarie Group
Australia
$111M +$54.4M +622,984 +104%
BFA
3
BlackRock Fund Advisors
California
$99.5M -$635K -7,268 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.4M -$30.7M -351,953 -28%
State Street
5
State Street
Massachusetts
$63.4M +$7.22M +82,626 +13%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$61M +$24.4M +279,517 +71%
Goldman Sachs
7
Goldman Sachs
New York
$59.4M -$5.03M -57,570 -8%
RA
8
Royce & Associates
New York
$46.7M -$2.89M -33,097 -6%
KAM
9
Keeley Asset Management
Illinois
$43.8M -$2.39M -27,336 -5%
PIM
10
Paradice Investment Management
Colorado
$43.2M -$878K -10,045 -2%
Northern Trust
11
Northern Trust
Illinois
$42.3M +$1.16M +13,333 +3%
BIT
12
BlackRock Institutional Trust
California
$41.7M -$5.98M -68,399 -13%
Victory Capital Management
13
Victory Capital Management
Texas
$39.2M -$2.69M -30,824 -7%
O
14
OppenheimerFunds
New York
$34.6M +$402K +4,602 +1%
HCM
15
Huber Capital Management
California
$34.3M -$2.6M -29,763 -7%
Renaissance Technologies
16
Renaissance Technologies
New York
$33.6M -$1.82M -20,800 -5%
LSV Asset Management
17
LSV Asset Management
Illinois
$31.4M +$1.86M +21,300 +7%
Allianz Asset Management
18
Allianz Asset Management
Germany
$30M -$8.35M -95,622 -22%
AAM
19
Aberdeen Asset Management
United Kingdom
$25.4M +$10M +114,563 +69%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$24.3M -$1.01M -11,612 -4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$19.9M +$8.86M +101,402 +85%
MFP
22
Michael F. Price
$19.7M -$1.03M -11,800 -5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$19.4M -$347K -3,972 -2%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$17.5M +$3M +34,309 +22%
Norges Bank
25
Norges Bank
Norway
$17M +$5.06M +57,918 +45%

KALU Hedge Fund Activity: Q2 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2016, worth a combined $1.68B — up 12% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new KALU positions and 13 closed out — a net gain of 10 holders — while 82 added to existing stakes and 72 trimmed.

The largest buyer was Macquarie Group, adding an estimated $54.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $30.7M.

  • 203 institutional investors held Kaiser Aluminum (KALU) as of Q2 2016, up from 194 in Q1 2016.
  • Funds reported $1.68B of Kaiser Aluminum stock for Q2 2016, up 12% quarter-over-quarter.
  • 23 funds opened new Kaiser Aluminum positions in Q2 2016 and 13 closed out, a net change of +10 holders.
  • The largest Kaiser Aluminum buyer in Q2 2016 was Macquarie Group, an estimated $54.4M added.
  • The largest Kaiser Aluminum seller in Q2 2016 was Dimensional Fund Advisors, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2016.