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Kaiser Aluminum

171 hedge funds and large institutions have $1.21B invested in Kaiser Aluminum in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $388K | Put options by funds: $186K

1.6% more ownership

Funds ownership: 100.11%101.72% (+1.6%)

5% more capital invested

Capital invested by funds: $1.16B → $1.21B (+$54.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 183171 (-12)

24% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 71

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

Holders
171
Holders Change
-12
Holders Change %
-6.56%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
54
Reduced
71
Closed
29
Calls
$388K
Puts
$186K
Net Calls
+$202K
Net Calls Change
-$420K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M -$1.24M -15,357 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$143M +$1.42M +17,578 +0.9%
Victory Capital Management
3
Victory Capital Management
Texas
$92.7M -$11.4M -140,734 -10%
State Street
4
State Street
Massachusetts
$65.5M +$3.98M +49,313 +6%
Invesco
5
Invesco
Georgia
$61.7M +$28.1M +348,269 +73%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$60.8M +$11.2M +139,145 +21%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$60.7M +$4.61M +57,132 +8%
Macquarie Group
8
Macquarie Group
Australia
$53.9M -$3.17M -39,303 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.1M -$3.54M -43,841 -6%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$34.2M +$221K +2,738 +0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.1M +$1.14M +14,156 +5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$20.3M +$1.08M +13,332 +5%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$18.6M +$2.76M +34,256 +16%
Charles Schwab
14
Charles Schwab
California
$18.1M +$466K +5,776 +2%
SFM
15
Systematic Financial Management
New Jersey
$17.8M -$12.2K -151 -0.1%
NIG
16
NFJ Investment Group
Texas
$17.7M +$15.1M +186,922 +373%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.2M -$448K -5,554 -2%
TCM
18
Tributary Capital Management
Nebraska
$14.6M +$638K +7,909 +4%
Northern Trust
19
Northern Trust
Illinois
$13M -$1,000K -12,392 -7%
PCM
20
Penn Capital Management
Pennsylvania
$11.6M +$2.92M +36,234 +31%
Fisher Asset Management
21
Fisher Asset Management
Washington
$11.2M -$1.15M -14,239 -9%
Bank of America
22
Bank of America
North Carolina
$10.6M +$3.63M +44,944 +47%
Norges Bank
23
Norges Bank
Norway
$10.6M +$911K +11,300 +9%
Ameriprise
24
Ameriprise
Minnesota
$8.59M -$315K -3,907 -3%
ProShare Advisors
25
ProShare Advisors
Maryland
$8.44M +$734K +9,100 +9%

KALU Hedge Fund Activity: Q1 2023 in Review

171 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q1 2023, worth a combined $1.21B — up 4.7% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of KALU and 21 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $28.1M. The largest seller was Copeland Capital Management, cutting an estimated $16.3M.

  • 171 institutional investors held Kaiser Aluminum (KALU) as of Q1 2023, down from 183 in Q4 2022.
  • Funds reported $1.21B of Kaiser Aluminum stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 21 funds opened new Kaiser Aluminum positions in Q1 2023 and 29 closed out, a net change of -8 holders.
  • The largest Kaiser Aluminum buyer in Q1 2023 was Invesco, an estimated $28.1M added.
  • The largest Kaiser Aluminum seller in Q1 2023 was Copeland Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2023.