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Kaiser Aluminum

203 hedge funds and large institutions have $1.77B invested in Kaiser Aluminum in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

0% more capital invested

Capital invested by funds: $1.76B → $1.77B (+$4.78M)

0% more funds holding

Funds holding: 203203 (0)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

2.85% less ownership

Funds ownership: 104.17%101.32% (-2.9%)

74% less call options, than puts

Call options by funds: $229K | Put options by funds: $895K

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
16
Increased
69
Reduced
71
Closed
11
Calls
$229K
Puts
$895K
Net Calls
-$666K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$232M +$4.97M +46,841 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M +$4.17M +39,344 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$93.1M
State Street
4
State Street
Massachusetts
$67.9M +$1.11M +10,483 +2%
Macquarie Group
5
Macquarie Group
Australia
$56.2M +$5.46M +51,451 +11%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$52.1M -$2.28M -21,480 -4%
Northern Trust
7
Northern Trust
Illinois
$52M +$2.38M +22,431 +5%
Victory Capital Management
8
Victory Capital Management
Texas
$51.8M +$336K +3,167 +0.6%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$48.3M +$2.92M +27,505 +6%
NIMC
10
NWQ Investment Management Company
California
$39M +$4M +37,735 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$37M -$597K -5,625 -2%
Norges Bank
12
Norges Bank
Norway
$35.6M -$5.85M -55,139 -14%
JP Morgan Chase
13
JP Morgan Chase
New York
$34.4M -$2.27M -21,424 -6%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$31.3M -$413K -3,889 -1%
AAMU
15
Amundi Asset Management US
Massachusetts
$31M -$2.63M -24,769 -8%
LSV Asset Management
16
LSV Asset Management
Illinois
$28.5M -$1.85M -17,413 -6%
O
17
OppenheimerFunds
New York
$28.2M +$738K +6,953 +3%
RS
18
Robeco Schweiz
Switzerland
$26.7M -$3.18M -30,000 -10%
Renaissance Technologies
19
Renaissance Technologies
New York
$22.1M +$424K +4,000 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$22.1M -$575K -5,418 -2%
Man Group
21
Man Group
United Kingdom
$22.1M -$4.35M -40,999 -16%
Invesco
22
Invesco
Georgia
$19.8M +$1.46M +13,724 +8%
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$19.5M +$150K +1,415 +0.8%
HCM
24
Huber Capital Management
California
$18.3M -$2.24M -21,162 -11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$17.7M +$1.45M +13,649 +9%

KALU Hedge Fund Activity: Q2 2018 in Review

203 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2018, worth a combined $1.77B — up 0.27% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KALU positions and 11 closed out — a net gain of 5 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $15.4M. The largest seller was Goldman Sachs, cutting an estimated $26.3M.

  • 203 institutional investors held Kaiser Aluminum (KALU) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $1.77B of Kaiser Aluminum stock for Q2 2018, up 0.27% quarter-over-quarter.
  • 16 funds opened new Kaiser Aluminum positions in Q2 2018 and 11 closed out, a net change of +5 holders.
  • The largest Kaiser Aluminum buyer in Q2 2018 was Fisher Asset Management, an estimated $15.4M added.
  • The largest Kaiser Aluminum seller in Q2 2018 was Goldman Sachs, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2018.