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Kaiser Aluminum

192 hedge funds and large institutions have $1.56B invested in Kaiser Aluminum in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 98.4%98.86% (+0.47%)

0% more capital invested

Capital invested by funds: $1.56B → $1.56B (+$5.76M)

3% less funds holding

Funds holding: 198192 (-6)

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
4.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
60
Reduced
75
Closed
25
Calls
$861K
Puts
Net Calls
+$861K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M -$10.2M -107,994 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M -$3.67M -38,943 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.2M -$44K -467 -0.1%
Macquarie Group
4
Macquarie Group
Australia
$75.1M +$5.71M +60,616 +9%
State Street
5
State Street
Massachusetts
$60.6M -$8.25M -87,616 -13%
Victory Capital Management
6
Victory Capital Management
Texas
$45.9M -$589K -6,248 -1%
Northern Trust
7
Northern Trust
Illinois
$45M -$1.64M -17,403 -4%
Goldman Sachs
8
Goldman Sachs
New York
$43.7M +$26.7M +283,585 +180%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$41M +$38.1M +403,947 +3,774%
Invesco
10
Invesco
Georgia
$37.9M +$155K +1,649 +0.4%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$36M -$2.05M -21,716 -6%
Renaissance Technologies
12
Renaissance Technologies
New York
$32.1M -$452K -4,800 -1%
AAMU
13
Amundi Asset Management US
Massachusetts
$32M -$2.77M -29,369 -8%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$29.5M -$294K -3,124 -1%
Norges Bank
15
Norges Bank
Norway
$26.7M -$1.52M -16,144 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.8M -$2.83M -30,005 -10%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$23.6M -$4.42M -46,873 -16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$21.6M +$718K +7,618 +4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$21.1M +$5.89M +62,524 +41%
NIMC
20
NWQ Investment Management Company
California
$19.1M -$6.56M -69,684 -27%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$18.9M +$4.82M +51,155 +37%
RS
22
Robeco Schweiz
Switzerland
$18.8M +$1.88M +20,000 +12%
Fisher Asset Management
23
Fisher Asset Management
Washington
$18.3M -$198K -2,104 -1%
Man Group
24
Man Group
United Kingdom
$17.6M -$5.69M -60,352 -25%
WG
25
Winton Group
United Kingdom
$17.4M +$10.3M +109,838 +166%

KALU Hedge Fund Activity: Q3 2019 in Review

192 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2019, worth a combined $1.56B — up 0.37% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KALU and 19 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was Fidelity Investments, adding an estimated $38.1M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $16M sold.

  • 192 institutional investors held Kaiser Aluminum (KALU) as of Q3 2019, down from 198 in Q2 2019.
  • Funds reported $1.56B of Kaiser Aluminum stock for Q3 2019, up 0.37% quarter-over-quarter.
  • 19 funds opened new Kaiser Aluminum positions in Q3 2019 and 25 closed out, a net change of -6 holders.
  • The largest Kaiser Aluminum buyer in Q3 2019 was Fidelity Investments, an estimated $38.1M added.
  • The largest Kaiser Aluminum seller in Q3 2019 was Granite Investment Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2019.