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Kaiser Aluminum

214 hedge funds and large institutions have $1.68B invested in Kaiser Aluminum in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $1.42B → $1.68B (+$260M)

9% more funds holding

Funds holding: 197214 (+17)

1.66% more ownership

Funds ownership: 97.85%99.51% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

48% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $2.44M

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
67
Reduced
72
Closed
18
Calls
$1.27M
Puts
$2.44M
Net Calls
-$1.17M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$12.4M +121,680 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$2.6M +25,543 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$93.6M -$22.8K -224 -0%
Macquarie Group
4
Macquarie Group
Australia
$68.6M +$5.05M +49,555 +8%
State Street
5
State Street
Massachusetts
$65M +$1.72M +16,858 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$59.4M -$8.42M -82,725 -13%
Northern Trust
7
Northern Trust
Illinois
$49.1M -$1.22M -11,971 -2%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$44.4M -$1.56M -15,358 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$37.1M +$7.37M +72,400 +26%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$34.5M -$7.91M -77,665 -19%
Norges Bank
11
Norges Bank
Norway
$33.9M
AAMU
12
Amundi Asset Management US
Massachusetts
$33.2M +$1.91M +18,738 +6%
O
13
OppenheimerFunds
New York
$32.7M +$707K +6,946 +2%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$31M +$143K +1,400 +0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.5M -$5.14M -50,509 -15%
Man Group
16
Man Group
United Kingdom
$26.3M +$7.93M +77,929 +45%
NIMC
17
NWQ Investment Management Company
California
$25.3M -$984K -9,664 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$21.1M +$1.51M +14,846 +8%
Fisher Asset Management
19
Fisher Asset Management
Washington
$19.1M -$2.09M -20,557 -10%
RS
20
Robeco Schweiz
Switzerland
$17.8M
Charles Schwab
21
Charles Schwab
California
$16.9M +$976K +9,591 +6%
GIP
22
Granite Investment Partners
California
$16.6M +$2.32M +22,743 +17%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$16.2M
SFM
24
Systematic Financial Management
New Jersey
$15.8M +$179K +1,754 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$15.1M -$213K -2,090 -1%

KALU Hedge Fund Activity: Q1 2019 in Review

214 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2019, worth a combined $1.68B — up 18% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KALU positions and 18 closed out — a net gain of 17 holders — while 67 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was Royce & Associates, cutting an estimated $13.2M.

  • 214 institutional investors held Kaiser Aluminum (KALU) as of Q1 2019, up from 197 in Q4 2018.
  • Funds reported $1.68B of Kaiser Aluminum stock for Q1 2019, up 18% quarter-over-quarter.
  • 35 funds opened new Kaiser Aluminum positions in Q1 2019 and 18 closed out, a net change of +17 holders.
  • The largest Kaiser Aluminum buyer in Q1 2019 was BlackRock, an estimated $12.4M added.
  • The largest Kaiser Aluminum seller in Q1 2019 was Royce & Associates, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2019.