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Kaiser Aluminum

180 hedge funds and large institutions have $1.14B invested in Kaiser Aluminum in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% more ownership

Funds ownership: 101.03%103.82% (+2.8%)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

3% less funds holding

Funds holding: 185180 (-5)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

36% less capital invested

Capital invested by funds: $1.78B → $1.14B (-$639M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.15M

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
63
Reduced
61
Closed
28
Calls
Puts
$2.15M
Net Calls
-$2.15M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$165M -$6.97M -74,120 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$129M +$2.46M +26,195 +1%
Victory Capital Management
3
Victory Capital Management
Texas
$82.8M +$61.1M +649,652 +119%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.5M
Macquarie Group
5
Macquarie Group
Australia
$57.4M +$5.98M +63,573 +8%
State Street
6
State Street
Massachusetts
$45.9M -$755K -8,022 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$44.1M -$18.4M -196,026 -24%
Northern Trust
8
Northern Trust
Illinois
$31.1M +$85.8K +912 +0.2%
Invesco
9
Invesco
Georgia
$31M +$12.7M +135,317 +43%
Renaissance Technologies
10
Renaissance Technologies
New York
$26.3M +$7.88M +83,700 +28%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$24.2M +$1.7M +18,064 +5%
AAMU
12
Amundi Asset Management US
Massachusetts
$23.4M -$376K -3,995 -1%
Norges Bank
13
Norges Bank
Norway
$18.4M
RCAMU
14
Rothschild & Co Asset Management US
Connecticut
$17.9M -$2.63M -27,963 -10%
Goldman Sachs
15
Goldman Sachs
New York
$17.7M -$18.3M -194,499 -43%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$16.3M +$1.51M +15,999 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.6M -$1.25M -13,293 -6%
RS
18
Robeco Schweiz
Switzerland
$13.8M
Charles Schwab
19
Charles Schwab
California
$13.3M -$953K -10,126 -5%
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$13M +$546K +5,806 +3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$12.8M -$3.41M -36,222 -16%
Man Group
22
Man Group
United Kingdom
$12.1M -$6.31M -67,041 -28%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$12M -$67.4K -716 -0.4%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$11.4M -$7.84M -83,296 -34%
SFM
25
Systematic Financial Management
New Jersey
$11M -$226K -2,398 -1%

KALU Hedge Fund Activity: Q1 2020 in Review

180 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2020, worth a combined $1.14B — down 36% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KALU and 25 opened new positions — a net loss of 3 holders — while 61 trimmed existing stakes and 63 added.

The largest buyer was Victory Capital Management, adding an estimated $61.1M. The largest seller was Fidelity Investments, cutting an estimated $18.4M.

  • 180 institutional investors held Kaiser Aluminum (KALU) as of Q1 2020, down from 185 in Q4 2019.
  • Funds reported $1.14B of Kaiser Aluminum stock for Q1 2020, down 36% quarter-over-quarter.
  • 25 funds opened new Kaiser Aluminum positions in Q1 2020 and 28 closed out, a net change of -3 holders.
  • The largest Kaiser Aluminum buyer in Q1 2020 was Victory Capital Management, an estimated $61.1M added.
  • The largest Kaiser Aluminum seller in Q1 2020 was Fidelity Investments, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2020.