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Kaiser Aluminum

162 hedge funds and large institutions have $1.14B invested in Kaiser Aluminum in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

694% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $327K

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

3% more funds holding

Funds holding: 157162 (+5)

1.03% less ownership

Funds ownership: 101.29%100.26% (-1%)

6% less capital invested

Capital invested by funds: $1.22B → $1.14B (-$77.6M)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
54
Reduced
62
Closed
17
Calls
$2.6M
Puts
$327K
Net Calls
+$2.27M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$207M +$13.8M +217,341 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$134M +$676K +10,676 +0.6%
Victory Capital Management
3
Victory Capital Management
Texas
$93.8M +$4.37M +68,987 +6%
State Street
4
State Street
Massachusetts
$71.1M +$8.34M +131,668 +15%
Invesco
5
Invesco
Georgia
$65M +$4.95M +78,147 +9%
Macquarie Group
6
Macquarie Group
Australia
$61.1M -$257K -4,050 -0.5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$58.7M -$654K -10,315 -1%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$53.1M -$2.82M -44,464 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$47.7M -$632K -9,977 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25M +$1.05M +16,541 +5%
Morgan Stanley
11
Morgan Stanley
New York
$21.4M +$11.5M +181,439 +152%
Charles Schwab
12
Charles Schwab
California
$19.4M +$861K +13,593 +5%
SFM
13
Systematic Financial Management
New Jersey
$15.8M -$135K -2,136 -1%
TCM
14
Tributary Capital Management
Nebraska
$15.6M -$1.36M -21,494 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15M +$319K +5,034 +2%
NIG
16
NFJ Investment Group
Texas
$14.6M -$1.39M -21,914 -10%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$14.6M -$1.26M -19,907 -9%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$14.2M -$2.62M -41,383 -17%
Northern Trust
19
Northern Trust
Illinois
$12.5M +$347K +5,479 +3%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$10.9M +$2.5M +39,398 +35%
Fisher Asset Management
21
Fisher Asset Management
Washington
$10.5M -$1.03M -16,289 -10%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.61M +$1.35M +21,340 +19%
Bank of America
23
Bank of America
North Carolina
$9.2M -$3.04M -47,970 -27%
ProShare Advisors
24
ProShare Advisors
Maryland
$9.13M +$1.34M +21,135 +20%
TAM
25
Third Avenue Management
New York
$7.88M +$888K +14,018 +14%

KALU Hedge Fund Activity: Q4 2023 in Review

162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2023, worth a combined $1.14B — down 6.4% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KALU positions and 17 closed out — a net gain of 5 holders — while 54 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $13.8M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $32.6M sold.

  • 162 institutional investors held Kaiser Aluminum (KALU) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.14B of Kaiser Aluminum stock for Q4 2023, down 6.4% quarter-over-quarter.
  • 22 funds opened new Kaiser Aluminum positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Kaiser Aluminum buyer in Q4 2023 was BlackRock, an estimated $13.8M added.
  • The largest Kaiser Aluminum seller in Q4 2023 was William Blair Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2023.