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Kaiser Aluminum

183 hedge funds and large institutions have $1.16B invested in Kaiser Aluminum in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more call options, than puts

Call options by funds: $721K | Put options by funds: $99K

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

14% more capital invested

Capital invested by funds: $1.02B → $1.16B (+$140M)

9% more funds holding

Funds holding: 168183 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.75% less ownership

Funds ownership: 103.86%100.11% (-3.7%)

29% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 68

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
48
Reduced
68
Closed
20
Calls
$721K
Puts
$99K
Net Calls
+$622K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$201M +$1.9M +23,752 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$144M -$825K -10,302 -0.5%
Victory Capital Management
3
Victory Capital Management
Texas
$105M +$4.14M +51,754 +4%
State Street
4
State Street
Massachusetts
$62.9M -$21.2M -265,102 -24%
Macquarie Group
5
Macquarie Group
Australia
$57.8M -$796K -9,950 -1%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$57.5M -$5.15M -64,303 -8%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.4M +$1.25M +15,653 +2%
Invesco
8
Invesco
Georgia
$36.3M +$5.24M +65,434 +16%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$34.6M -$1.46M -18,294 -4%
CCM
10
Copeland Capital Management
Pennsylvania
$23M +$1.33M +16,639 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.5M +$501K +6,257 +2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$19.6M +$537K +6,703 +3%
SFM
13
Systematic Financial Management
New Jersey
$18.1M -$176K -2,196 -0.9%
Charles Schwab
14
Charles Schwab
California
$18M +$662K +8,274 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.9M +$5.48M +68,407 +44%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$16.3M -$3.64M -45,526 -17%
TCM
17
Tributary Capital Management
Nebraska
$14.3M -$610K -7,620 -4%
Northern Trust
18
Northern Trust
Illinois
$14.1M -$2.38M -29,718 -14%
Fisher Asset Management
19
Fisher Asset Management
Washington
$12.5M -$705K -8,805 -5%
Citadel Advisors
20
Citadel Advisors
Florida
$10.5M +$6.75M +84,359 +157%
Morgan Stanley
21
Morgan Stanley
New York
$9.9M -$635K -7,927 -6%
Norges Bank
22
Norges Bank
Norway
$9.89M -$3.64M -45,500 -26%
MOACM
23
Mutual of America Capital Management
New York
$9.11M -$2M -25,027 -17%
Ameriprise
24
Ameriprise
Minnesota
$9.04M -$523K -6,529 -5%
PCM
25
Penn Capital Management
Pennsylvania
$9.02M -$1.76M -22,045 -16%

KALU Hedge Fund Activity: Q4 2022 in Review

183 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2022, worth a combined $1.16B — up 14% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KALU positions and 20 closed out — a net gain of 16 holders — while 48 added to existing stakes and 68 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.75M. The largest seller was State Street, cutting an estimated $21.2M.

  • 183 institutional investors held Kaiser Aluminum (KALU) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $1.16B of Kaiser Aluminum stock for Q4 2022, up 14% quarter-over-quarter.
  • 36 funds opened new Kaiser Aluminum positions in Q4 2022 and 20 closed out, a net change of +16 holders.
  • The largest Kaiser Aluminum buyer in Q4 2022 was Citadel Advisors, an estimated $6.75M added.
  • The largest Kaiser Aluminum seller in Q4 2022 was State Street, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2022.