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Kaiser Aluminum

203 hedge funds and large institutions have $1.76B invested in Kaiser Aluminum in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 80 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

0.79% more ownership

Funds ownership: 103.38%104.17% (+0.79%)

0% more funds holding

Funds holding: 203203 (0)

6% less capital invested

Capital invested by funds: $1.87B → $1.76B (-$105M)

19% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 80

81% less call options, than puts

Call options by funds: $494K | Put options by funds: $2.66M

Holders
203
Holders Change
Holders Change %
0%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
65
Reduced
80
Closed
18
Calls
$494K
Puts
$2.66M
Net Calls
-$2.17M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M +$3.29M +30,723 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$2.98M +27,787 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$90.2M
State Street
4
State Street
Massachusetts
$64.7M -$2.74M -25,613 -4%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$52.6M -$11.8M -110,347 -17%
Victory Capital Management
6
Victory Capital Management
Texas
$49.9M -$5.81M -54,232 -10%
Macquarie Group
7
Macquarie Group
Australia
$49.2M +$3.4M +31,790 +7%
Northern Trust
8
Northern Trust
Illinois
$48.1M +$476K +4,443 +0.9%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$44M +$8.96M +83,621 +24%
Norges Bank
10
Norges Bank
Norway
$40.1M -$5.01M -46,807 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.5M +$6.06M +56,554 +19%
Goldman Sachs
12
Goldman Sachs
New York
$35.7M +$291K +2,716 +0.8%
JP Morgan Chase
13
JP Morgan Chase
New York
$35.5M +$6.52M +60,831 +21%
NIMC
14
NWQ Investment Management Company
California
$33.9M -$767K -7,163 -2%
AAMU
15
Amundi Asset Management US
Massachusetts
$32.6M -$145K -1,353 -0.4%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$30.7M -$273K -2,546 -0.8%
PIM
17
Paradice Investment Management
Colorado
$30M -$3.2M -29,835 -9%
LSV Asset Management
18
LSV Asset Management
Illinois
$29.4M -$321K -3,000 -1%
RS
19
Robeco Schweiz
Switzerland
$29.3M +$13.6M +127,000 +78%
RA
20
Royce & Associates
New York
$26.9M -$4.04M -37,700 -12%
O
21
OppenheimerFunds
New York
$26.6M +$103K +957 +0.4%
Man Group
22
Man Group
United Kingdom
$25.5M +$27.1M +252,843 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$21.9M +$171K +1,600 +0.7%
Renaissance Technologies
24
Renaissance Technologies
New York
$21M +$6.42M +59,900 +40%
HCM
25
Huber Capital Management
California
$19.8M -$2.45M -22,878 -10%

KALU Hedge Fund Activity: Q1 2018 in Review

203 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2018, worth a combined $1.76B — down 5.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KALU positions and 18 closed out — a net gain of 2 holders — while 65 added to existing stakes and 80 trimmed.

The largest buyer was Robeco Schweiz, adding an estimated $13.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.8M.

  • 203 institutional investors held Kaiser Aluminum (KALU) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $1.76B of Kaiser Aluminum stock for Q1 2018, down 5.6% quarter-over-quarter.
  • 20 funds opened new Kaiser Aluminum positions in Q1 2018 and 18 closed out, a net change of +2 holders.
  • The largest Kaiser Aluminum buyer in Q1 2018 was Robeco Schweiz, an estimated $13.6M added.
  • The largest Kaiser Aluminum seller in Q1 2018 was T. Rowe Price Associates, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2018.