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Kaiser Aluminum
KALU

198 hedge funds and large institutions have $1.56B invested in Kaiser Aluminum in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

1.11% less ownership

Funds ownership: 99.51% → 98.4% (-1.1%)

7% less capital invested

Capital invested by funds: $1.68B → $1.56B (-$118M)

7% less funds holding

Funds holding: 214 → 198 (-16)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
69
Reduced
69
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$28.6M
2
N
Nuveen
North Carolina
+$16M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$8.61M
4
State Street
State Street
Massachusetts
+$7.74M
5
Morgan Stanley
Morgan Stanley
New York
+$6.47M

Top Sellers

1
RA
Royce & Associates
New York
-$12.4M
2
Victory Capital Management
Victory Capital Management
Texas
-$9.56M
3
Millennium Management
Millennium Management
New York
-$6.04M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.32M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$243M +$1.86M +19,066 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M +$3.15M +32,325 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$87M -$209K -2,140 -0.2%
State Street
4
State Street
Massachusetts
$68.3M +$7.74M +79,411 +13%
Macquarie Group
5
Macquarie Group
Australia
$68.1M +$4.21M +43,146 +7%
Northern Trust
6
Northern Trust
Illinois
$46.1M +$399K +4,088 +0.9%
Victory Capital Management
7
Victory Capital Management
Texas
$45.8M -$9.56M -97,992 -17%
AAMU
8
Amundi Asset Management US
Massachusetts
$44M +$3.41M +34,969 +11%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$37.7M -$3.72M -38,132 -9%
Invesco
10
Invesco
Georgia
$37.2M +$28.6M +293,293 +332%
Renaissance Technologies
11
Renaissance Technologies
New York
$32.1M -$2.44M -25,000 -7%
RCAMU
12
Rothschild & Co Asset Management US
Connecticut
$29.4M +$425K +4,361 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$28.4M +$861K +8,825 +3%
Norges Bank
14
Norges Bank
Norway
$27.9M -$3.62M -37,073 -11%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$27.9M -$4.29M -43,990 -13%
NIMC
16
NWQ Investment Management Company
California
$25.6M +$2M +20,560 +8%
Man Group
17
Man Group
United Kingdom
$23.2M -$1.31M -13,455 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$20.6M +$904K +9,274 +5%
Fisher Asset Management
19
Fisher Asset Management
Washington
$18.2M +$468K +4,797 +3%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$17M +$1.86M +19,040 +12%
RS
21
Robeco Schweiz
Switzerland
$16.5M – – –
N
22
Nuveen
North Carolina
$16M +$16M +163,849 New
GIP
23
Granite Investment Partners
California
$16M +$519K +5,325 +3%
Charles Schwab
24
Charles Schwab
California
$15.9M +$161K +1,653 +1%
Goldman Sachs
25
Goldman Sachs
New York
$15.4M +$5.15M +52,833 +50%
1
2 3 4 5

KALU Hedge Fund Activity: Q2 2019 in Review

198 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q2 2019, worth a combined $1.56B — down 7% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KALU and 18 opened new positions — a net loss of 13 holders — while 69 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $28.6M. The largest seller was Royce & Associates, exiting entirely with an estimated $12.4M sold.

  • 198 institutional investors held Kaiser Aluminum (KALU) as of Q2 2019, down from 214 in Q1 2019.
  • Funds reported $1.56B of Kaiser Aluminum stock for Q2 2019, down 7% quarter-over-quarter.
  • 18 funds opened new Kaiser Aluminum positions in Q2 2019 and 31 closed out, a net change of -13 holders.
  • The largest Kaiser Aluminum buyer in Q2 2019 was Invesco, an estimated $28.6M added.
  • The largest Kaiser Aluminum seller in Q2 2019 was Royce & Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.