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Kaiser Aluminum
KALU

176 hedge funds and large institutions have $1.72B invested in Kaiser Aluminum in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $1.46M

10% more capital invested

Capital invested by funds: $1.57B → $1.72B (+$150M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 176 → 176 (0)

1.78% less ownership

Funds ownership: 100.5% → 98.72% (-1.8%)

26% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 69

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
176
Holders Change
–
Holders Change %
0%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
51
Reduced
69
Closed
23
Calls
$3.85M
Puts
$1.46M
Net Calls
+$2.39M
Net Calls Change
+$1.05M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$18.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$17.1M
3
BlackRock
BlackRock
New York
+$14M
4
RS
Robeco Schweiz
Switzerland
+$9.75M
5
State Street
State Street
Massachusetts
+$6.51M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$13.8M
2
Northern Trust
Northern Trust
Illinois
-$13.7M
3
BCM
Brightline Capital Management
Florida
-$10.9M
4
Macquarie Group
Macquarie Group
Australia
-$7.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$14M +129,510 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M +$5.7M +52,648 +3%
State Street
3
State Street
Massachusetts
$113M +$6.51M +60,096 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$95.1M -$2.59M -23,875 -3%
Macquarie Group
5
Macquarie Group
Australia
$86.6M -$7.5M -69,212 -8%
Victory Capital Management
6
Victory Capital Management
Texas
$85.2M -$3.94M -36,323 -4%
SAM
7
Silvercrest Asset Management
New York
$48.4M -$6.06M -55,880 -11%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$45.3M -$5.1M -47,042 -10%
Invesco
9
Invesco
Georgia
$43.3M +$1.33M +12,259 +3%
AAMU
10
Amundi Asset Management US
Massachusetts
$42.3M +$1.09M +10,021 +3%
Franklin Resources
11
Franklin Resources
California
$34.5M +$18.4M +169,517 +119%
RS
12
Robeco Schweiz
Switzerland
$34.3M +$9.75M +90,000 +41%
Northern Trust
13
Northern Trust
Illinois
$33.4M -$13.7M -126,600 -30%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.1M +$2.51M +23,132 +9%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$28.6M -$3.86M -35,636 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26.7M +$37.4K +345 +0.1%
TCM
17
Tributary Capital Management
Nebraska
$21.7M -$5.53M -50,988 -21%
Renaissance Technologies
18
Renaissance Technologies
New York
$21.7M -$5.1M -47,052 -19%
Norges Bank
19
Norges Bank
Norway
$20.6M -$309K -2,854 -2%
SFM
20
Systematic Financial Management
New Jersey
$20.1M +$3.05M +28,173 +18%
Charles Schwab
21
Charles Schwab
California
$19.9M +$202K +1,868 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$18.8M +$690K +6,365 +4%
N
23
Nuveen
North Carolina
$18M +$3.23M +29,830 +22%
Fisher Asset Management
24
Fisher Asset Management
Washington
$17.7M +$1.67M +15,454 +11%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$17.4M +$17.1M +157,722 New
1
2 3 4 5

KALU Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2021, worth a combined $1.72B — up 9.5% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KALU positions and 23 closed out — a net gain of 2 holders — while 51 added to existing stakes and 69 trimmed.

The largest buyer was Franklin Resources, adding an estimated $18.4M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $13.8M sold.

  • 176 institutional investors held Kaiser Aluminum (KALU) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $1.72B of Kaiser Aluminum stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 25 funds opened new Kaiser Aluminum positions in Q1 2021 and 23 closed out, a net change of +2 holders.
  • The largest Kaiser Aluminum buyer in Q1 2021 was Franklin Resources, an estimated $18.4M added.
  • The largest Kaiser Aluminum seller in Q1 2021 was DePrince Race & Zollo Inc (DRZ), an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.