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Kaiser Aluminum

180 hedge funds and large institutions have $1.66B invested in Kaiser Aluminum in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $6.06M | Put options by funds: $4.96M

1.57% less ownership

Funds ownership: 99.6%98.02% (-1.6%)

5% less funds holding

Funds holding: 189180 (-9)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

15% less capital invested

Capital invested by funds: $1.95B → $1.66B (-$291M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
56
Reduced
65
Closed
24
Calls
$6.06M
Puts
$4.96M
Net Calls
+$1.11M
Net Calls Change
-$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$273M -$6.95M -58,308 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M -$1.02M -8,535 -0.5%
State Street
3
State Street
Massachusetts
$95.6M -$5.79M -48,578 -5%
Victory Capital Management
4
Victory Capital Management
Texas
$94.2M +$8.66M +72,692 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$88.7M -$5.11M -42,928 -5%
Macquarie Group
6
Macquarie Group
Australia
$87.6M +$778K +6,533 +0.8%
SAM
7
Silvercrest Asset Management
New York
$63.5M +$13.1M +110,305 +23%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$50.1M +$632K +5,305 +1%
Invesco
9
Invesco
Georgia
$43.3M +$1.48M +12,385 +3%
Amundi
10
Amundi
France
$33.3M -$1.22M -10,249 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31M +$428K +3,592 +1%
CCM
12
Copeland Capital Management
Pennsylvania
$29.4M +$15.2M +127,472 +89%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$28.2M +$30.8M +258,311 +105,433%
SFM
14
Systematic Financial Management
New Jersey
$26.3M +$706K +5,927 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.6M -$2.04M -17,136 -7%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$24.6M +$7.76M +65,140 +41%
Franklin Resources
17
Franklin Resources
California
$24.5M -$15.5M -130,526 -37%
Northern Trust
18
Northern Trust
Illinois
$20.4M -$16.9K -142 -0.1%
TCM
19
Tributary Capital Management
Nebraska
$20.2M -$330K -2,774 -1%
Charles Schwab
20
Charles Schwab
California
$19.6M -$373K -3,128 -2%
Fisher Asset Management
21
Fisher Asset Management
Washington
$19.6M +$133K +1,113 +0.6%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$18.7M -$5.16M -43,355 -20%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$16.3M -$696K -5,840 -4%
Norges Bank
24
Norges Bank
Norway
$16M -$2.38M -19,943 -12%
N
25
Nuveen
North Carolina
$15.8M -$1.2M -10,103 -6%

KALU Hedge Fund Activity: Q3 2021 in Review

180 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2021, worth a combined $1.66B — down 15% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KALU and 16 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was William Blair Investment Management, adding an estimated $30.8M. The largest seller was Franklin Resources, cutting an estimated $15.5M.

  • 180 institutional investors held Kaiser Aluminum (KALU) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $1.66B of Kaiser Aluminum stock for Q3 2021, down 15% quarter-over-quarter.
  • 16 funds opened new Kaiser Aluminum positions in Q3 2021 and 24 closed out, a net change of -8 holders.
  • The largest Kaiser Aluminum buyer in Q3 2021 was William Blair Investment Management, an estimated $30.8M added.
  • The largest Kaiser Aluminum seller in Q3 2021 was Franklin Resources, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2021.