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Kaiser Aluminum

185 hedge funds and large institutions have $1.78B invested in Kaiser Aluminum in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.56B → $1.78B (+$215M)

2.17% more ownership

Funds ownership: 98.86%101.03% (+2.2%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

4% less funds holding

Funds holding: 192185 (-7)

25% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 77

76% less call options, than puts

Call options by funds: $211K | Put options by funds: $865K

Holders
185
Holders Change
-7
Holders Change %
-3.65%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
58
Reduced
77
Closed
17
Calls
$211K
Puts
$865K
Net Calls
-$654K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$272M +$7.59M +70,943 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$2.96M +27,654 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$98.4M -$368K -3,435 -0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.3M +$44.7M +418,055 +101%
Macquarie Group
5
Macquarie Group
Australia
$84.8M +$659K +6,156 +0.8%
State Street
6
State Street
Massachusetts
$74.3M +$6.2M +57,979 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$60.4M +$8.74M +81,720 +18%
Goldman Sachs
8
Goldman Sachs
New York
$49.9M +$933K +8,724 +2%
Northern Trust
9
Northern Trust
Illinois
$49.7M -$733K -6,854 -2%
AAMU
10
Amundi Asset Management US
Massachusetts
$39.1M +$3.16M +29,561 +9%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$36.8M -$3.47M -32,386 -9%
Invesco
12
Invesco
Georgia
$34.6M -$7.58M -70,802 -18%
Renaissance Technologies
13
Renaissance Technologies
New York
$32.9M -$2.97M -27,800 -9%
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$31.7M -$1.26M -11,798 -4%
Norges Bank
15
Norges Bank
Norway
$29.4M -$541K -5,058 -2%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$27.5M +$1.01M +9,450 +4%
Man Group
17
Man Group
United Kingdom
$26.8M +$6.82M +63,718 +36%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$26.5M -$2.34M -21,916 -8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$24.6M +$863K +8,062 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$24.3M +$72.3K +676 +0.3%
Charles Schwab
21
Charles Schwab
California
$22.5M +$3.6M +33,634 +20%
RS
22
Robeco Schweiz
Switzerland
$22.4M +$1.07M +10,000 +5%
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$20.2M -$910K -8,507 -4%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$19.3M
Fisher Asset Management
25
Fisher Asset Management
Washington
$18.5M -$1.95M -18,203 -10%

KALU Hedge Fund Activity: Q4 2019 in Review

185 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2019, worth a combined $1.78B — up 14% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KALU and 16 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 58 added.

The largest buyer was Fidelity Investments, adding an estimated $44.7M. The largest seller was Winton Group, cutting an estimated $13.6M.

  • 185 institutional investors held Kaiser Aluminum (KALU) as of Q4 2019, down from 192 in Q3 2019.
  • Funds reported $1.78B of Kaiser Aluminum stock for Q4 2019, up 14% quarter-over-quarter.
  • 16 funds opened new Kaiser Aluminum positions in Q4 2019 and 17 closed out, a net change of -1 holder.
  • The largest Kaiser Aluminum buyer in Q4 2019 was Fidelity Investments, an estimated $44.7M added.
  • The largest Kaiser Aluminum seller in Q4 2019 was Winton Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2019.