We are live on ! Find out more
KALU icon

Kaiser Aluminum

203 hedge funds and large institutions have $1.87B invested in Kaiser Aluminum in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

6% more funds holding

Funds holding: 192203 (+11)

5% more capital invested

Capital invested by funds: $1.78B → $1.87B (+$83.8M)

0.68% more ownership

Funds ownership: 102.7%103.38% (+0.68%)

16% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 75

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $812K

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
4.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
63
Reduced
75
Closed
23
Calls
Puts
$812K
Net Calls
-$812K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$230M +$6.32M +63,184 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M +$438K +4,377 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$95.5M
State Street
4
State Street
Massachusetts
$71.3M +$679K +6,783 +1%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$67.6M +$2.41M +24,030 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$58.6M +$10.1M +100,461 +22%
Northern Trust
7
Northern Trust
Illinois
$50.5M +$1.35M +13,532 +3%
Macquarie Group
8
Macquarie Group
Australia
$48.8M +$1.5M +15,026 +3%
Norges Bank
9
Norges Bank
Norway
$47.4M +$222K +2,220 +0.5%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$37.7M -$8.51M -85,017 -19%
Goldman Sachs
11
Goldman Sachs
New York
$37.5M +$1.44M +14,436 +4%
NIMC
12
NWQ Investment Management Company
California
$36.7M +$34.4M +343,552 New
PIM
13
Paradice Investment Management
Colorado
$35M -$21M -209,961 -39%
AAMU
14
Amundi Asset Management US
Massachusetts
$34.6M +$1.47M +14,730 +5%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$32.8M -$269K -2,691 -0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.6M -$1.46M -14,636 -5%
RA
17
Royce & Associates
New York
$32.5M -$4.03M -40,300 -12%
LSV Asset Management
18
LSV Asset Management
Illinois
$31.4M -$11.3M -113,100 -28%
JP Morgan Chase
19
JP Morgan Chase
New York
$31.1M +$15.4M +153,614 +112%
O
20
OppenheimerFunds
New York
$28.1M +$846K +8,450 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$25.5M -$10.5M -104,805 -30%
HCM
22
Huber Capital Management
California
$23.5M -$646K -6,457 -3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$23.1M -$1.23M -12,300 -5%
NI
24
Numeric Investors
Massachusetts
$21.1M +$5.53M +55,200 +39%
DGHMC
25
Dalton, Greiner, Hartman, Maher & Co
New York
$20M +$680K +6,791 +4%

KALU Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2017, worth a combined $1.87B — up 4.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KALU positions and 23 closed out — a net gain of 11 holders — while 63 added to existing stakes and 75 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $34.4M. The largest seller was Paradice Investment Management, cutting an estimated $21M.

  • 203 institutional investors held Kaiser Aluminum (KALU) as of Q4 2017, up from 192 in Q3 2017.
  • Funds reported $1.87B of Kaiser Aluminum stock for Q4 2017, up 4.7% quarter-over-quarter.
  • 34 funds opened new Kaiser Aluminum positions in Q4 2017 and 23 closed out, a net change of +11 holders.
  • The largest Kaiser Aluminum buyer in Q4 2017 was NWQ Investment Management Company, an estimated $34.4M added.
  • The largest Kaiser Aluminum seller in Q4 2017 was Paradice Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2017.