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Kaiser Aluminum

206 hedge funds and large institutions have $1.82B invested in Kaiser Aluminum in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,540% more call options, than puts

Call options by funds: $164K | Put options by funds: $10K

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 203206 (+3)

3% more capital invested

Capital invested by funds: $1.77B → $1.82B (+$54.3M)

0.7% less ownership

Funds ownership: 101.32%100.61% (-0.7%)

22% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 77

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
77
Closed
19
Calls
$164K
Puts
$10K
Net Calls
+$154K
Net Calls Change
+$820K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$254M +$11.1M +101,969 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$194M +$1.94M +17,914 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$97.5M
State Street
4
State Street
Massachusetts
$73.2M +$2.11M +19,433 +3%
Macquarie Group
5
Macquarie Group
Australia
$67.1M +$8.18M +75,342 +14%
Victory Capital Management
6
Victory Capital Management
Texas
$54.3M +$81.4K +750 +0.2%
Northern Trust
7
Northern Trust
Illinois
$53.2M -$1.23M -11,302 -2%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$52.4M -$2.16M -19,948 -4%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$48.3M -$2.25M -20,696 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$39.6M +$793K +7,308 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$38.3M +$2.23M +20,582 +6%
Norges Bank
12
Norges Bank
Norway
$36.5M -$833K -7,681 -2%
AAMU
13
Amundi Asset Management US
Massachusetts
$32.5M -$3.36K -31 -0%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$32.1M -$611K -5,629 -2%
O
15
OppenheimerFunds
New York
$30.9M +$1.42M +13,082 +5%
RS
16
Robeco Schweiz
Switzerland
$28.9M +$608K +5,600 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$25.5M +$2.37M +21,800 +10%
NIMC
18
NWQ Investment Management Company
California
$24.5M -$13.4M -123,180 -33%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$22.9M -$257K -2,369 -1%
Fisher Asset Management
20
Fisher Asset Management
Washington
$22.1M +$6.27M +57,800 +40%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$21.9M +$1.44M +13,238 +7%
Man Group
22
Man Group
United Kingdom
$19.4M -$3.64M -33,569 -16%
Ameriprise
23
Ameriprise
Minnesota
$19.4M +$1.39M +12,789 +8%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$19.2M +$724K +6,668 +4%
Invesco
25
Invesco
Georgia
$19M -$1.66M -15,283 -8%

KALU Hedge Fund Activity: Q3 2018 in Review

206 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2018, worth a combined $1.82B — up 3.1% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KALU positions and 19 closed out — a net gain of 5 holders — while 60 added to existing stakes and 77 trimmed.

The largest buyer was BlackRock, adding an estimated $11.1M. The largest seller was LSV Asset Management, cutting an estimated $21.3M.

  • 206 institutional investors held Kaiser Aluminum (KALU) as of Q3 2018, up from 203 in Q2 2018.
  • Funds reported $1.82B of Kaiser Aluminum stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 24 funds opened new Kaiser Aluminum positions in Q3 2018 and 19 closed out, a net change of +5 holders.
  • The largest Kaiser Aluminum buyer in Q3 2018 was BlackRock, an estimated $11.1M added.
  • The largest Kaiser Aluminum seller in Q3 2018 was LSV Asset Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2018.