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Kaiser Aluminum

191 hedge funds and large institutions have $1.46B invested in Kaiser Aluminum in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

69% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.92M

6% more funds holding

Funds holding: 180191 (+11)

0.4% less ownership

Funds ownership: 98.02%97.63% (-0.4%)

12% less capital invested

Capital invested by funds: $1.66B → $1.46B (-$202M)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
55
Reduced
75
Closed
12
Calls
$3.24M
Puts
$1.92M
Net Calls
+$1.32M
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M +$9.11M +89,995 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M +$1.04M +10,313 +0.6%
Victory Capital Management
3
Victory Capital Management
Texas
$94.3M +$14.1M +139,240 +16%
State Street
4
State Street
Massachusetts
$81.4M -$1.03M -10,137 -1%
Macquarie Group
5
Macquarie Group
Australia
$76.5M +$1.11M +10,922 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$72.7M -$3.98M -39,336 -5%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$53.9M +$11.4M +113,130 +25%
SAM
8
Silvercrest Asset Management
New York
$51.6M -$2.94M -29,043 -5%
Invesco
9
Invesco
Georgia
$39.8M +$2.65M +26,198 +7%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$37.4M +$14.1M +139,459 +54%
RS
11
Robeco Schweiz
Switzerland
$28.2M -$4.05M -40,000 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.8M +$25.4K +251 +0.1%
CCM
13
Copeland Capital Management
Pennsylvania
$25.2M -$120K -1,189 -0.4%
SFM
14
Systematic Financial Management
New Jersey
$22.8M +$157K +1,550 +0.6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$22.1M +$971K +9,600 +4%
Amundi
16
Amundi
France
$21.3M -$9.61M -95,018 -31%
Northern Trust
17
Northern Trust
Illinois
$17.3M -$270K -2,668 -1%
Charles Schwab
18
Charles Schwab
California
$17.1M +$212K +2,097 +1%
TCM
19
Tributary Capital Management
Nebraska
$16.3M -$1.13M -11,179 -6%
Franklin Resources
20
Franklin Resources
California
$16.2M -$5.27M -52,039 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.9M -$7.72M -76,293 -32%
Fisher Asset Management
22
Fisher Asset Management
Washington
$14.6M -$2.46M -24,323 -14%
MOACM
23
Mutual of America Capital Management
New York
$13.8M +$1.92M +18,949 +15%
N
24
Nuveen
North Carolina
$13M -$717K -7,081 -5%
Norges Bank
25
Norges Bank
Norway
$12.8M -$1.09M -10,787 -7%

KALU Hedge Fund Activity: Q4 2021 in Review

191 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2021, worth a combined $1.46B — down 12% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KALU positions and 12 closed out — a net gain of 12 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $14.1M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.

  • 191 institutional investors held Kaiser Aluminum (KALU) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $1.46B of Kaiser Aluminum stock for Q4 2021, down 12% quarter-over-quarter.
  • 24 funds opened new Kaiser Aluminum positions in Q4 2021 and 12 closed out, a net change of +12 holders.
  • The largest Kaiser Aluminum buyer in Q4 2021 was William Blair Investment Management, an estimated $14.1M added.
  • The largest Kaiser Aluminum seller in Q4 2021 was JP Morgan Chase, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.