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Kaiser Aluminum

168 hedge funds and large institutions have $1.02B invested in Kaiser Aluminum in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.01M

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

3.34% more ownership

Funds ownership: 100.52%103.86% (+3.3%)

9% less funds holding

Funds holding: 184168 (-16)

20% less capital invested

Capital invested by funds: $1.26B → $1.02B (-$247M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
168
Holders Change
-16
Holders Change %
-8.7%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
71
Reduced
57
Closed
27
Calls
$1.51M
Puts
$1.01M
Net Calls
+$498K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$161M -$2.41M -32,774 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M +$3M +40,795 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$81.7M +$26.9M +365,783 +38%
State Street
4
State Street
Massachusetts
$67.1M +$12.8M +174,059 +19%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$50.4M +$52.2M +709,820 +638%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.4M -$105K -1,422 -0.2%
Macquarie Group
7
Macquarie Group
Australia
$47.3M -$10.4M -141,142 -15%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.5M +$6.95M +94,518 +17%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$29.1M +$6.71M +91,250 +24%
Invesco
10
Invesco
Georgia
$25.3M +$960K +13,066 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.8M +$598K +8,142 +3%
CCM
12
Copeland Capital Management
Pennsylvania
$17.5M +$357K +4,862 +2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$16M +$14.2M +193,240 +286%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$15.4M +$385K +5,242 +2%
SFM
15
Systematic Financial Management
New Jersey
$14.8M -$1.87M -25,384 -10%
Charles Schwab
16
Charles Schwab
California
$14M +$1.47M +20,025 +10%
Northern Trust
17
Northern Trust
Illinois
$13.2M -$5.21M -70,865 -25%
RS
18
Robeco Schweiz
Switzerland
$12.9M -$3.26M -44,300 -17%
TCM
19
Tributary Capital Management
Nebraska
$12M -$262K -3,569 -2%
Norges Bank
20
Norges Bank
Norway
$10.8M +$6.25M +85,000 +94%
Fisher Asset Management
21
Fisher Asset Management
Washington
$10.6M +$1.91K +26 +0%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.45M -$433K -5,890 -4%
MOACM
23
Mutual of America Capital Management
New York
$8.89M -$243K -3,302 -2%
PCM
24
Penn Capital Management
Pennsylvania
$8.64M +$101K +1,375 +1%
Morgan Stanley
25
Morgan Stanley
New York
$8.48M -$1.69M -23,000 -14%

KALU Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2022, worth a combined $1.02B — down 20% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KALU and 13 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 71 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $52.2M. The largest seller was Aberdeen Group, exiting entirely with an estimated $28.7M sold.

  • 168 institutional investors held Kaiser Aluminum (KALU) as of Q3 2022, down from 184 in Q2 2022.
  • Funds reported $1.02B of Kaiser Aluminum stock for Q3 2022, down 20% quarter-over-quarter.
  • 13 funds opened new Kaiser Aluminum positions in Q3 2022 and 27 closed out, a net change of -14 holders.
  • The largest Kaiser Aluminum buyer in Q3 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $52.2M added.
  • The largest Kaiser Aluminum seller in Q3 2022 was Aberdeen Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2022.