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Kaiser Aluminum

211 hedge funds and large institutions have $1.13B invested in Kaiser Aluminum in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 79

3.97% less ownership

Funds ownership: 100.71%96.74% (-4%)

5% less funds holding

Funds holding: 222211 (-11)

21% less capital invested

Capital invested by funds: $1.42B → $1.13B (-$293M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

36% less call options, than puts

Call options by funds: $558K | Put options by funds: $870K

Holders
211
Holders Change
-11
Holders Change %
-4.95%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
75
Reduced
79
Closed
36
Calls
$558K
Puts
$870K
Net Calls
-$312K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$224M +$6.64M +86,320 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$5.32M +69,136 +3%
State Street
3
State Street
Massachusetts
$69.7M +$1.61M +20,979 +2%
Macquarie Group
4
Macquarie Group
Australia
$65.7M +$5.05M +65,688 +8%
Victory Capital Management
5
Victory Capital Management
Texas
$61.5M -$7.01M -91,128 -10%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$59.7M -$339K -4,405 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56.3M +$1.17M +15,250 +2%
Invesco
8
Invesco
Georgia
$38.7M +$2.05M +26,651 +5%
American Century Companies
9
American Century Companies
Missouri
$28.8M +$11.3M +146,966 +59%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.3M +$338K +4,388 +1%
Charles Schwab
11
Charles Schwab
California
$21.4M +$588K +7,644 +3%
Morgan Stanley
12
Morgan Stanley
New York
$19.2M +$3.8M +49,366 +23%
TCM
13
Tributary Capital Management
Nebraska
$17.9M -$1.96M -25,500 -9%
SFM
14
Systematic Financial Management
New Jersey
$17M +$1.96M +25,494 +12%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$15.4M +$235K +3,061 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14M -$1.04M -13,489 -7%
Northern Trust
17
Northern Trust
Illinois
$12.3M +$357K +4,644 +3%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$10.9M -$1.04M -13,561 -8%
Fisher Asset Management
19
Fisher Asset Management
Washington
$10.7M -$8.85K -115 -0.1%
Bank of America
20
Bank of America
North Carolina
$10.1M +$748K +9,726 +8%
NIG
21
NFJ Investment Group
Texas
$10M +$1.83M +23,771 +21%
BCM
22
Brightline Capital Management
Florida
$7.25M +$76.9K +1,000 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.12M +$407K +5,287 +7%
TAM
24
Third Avenue Management
New York
$5.77M
Goldman Sachs
25
Goldman Sachs
New York
$5.63M +$859K +11,167 +17%

KALU Hedge Fund Activity: Q3 2024 in Review

211 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q3 2024, worth a combined $1.13B — down 21% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KALU and 26 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 75 added.

The largest buyer was American Century Companies, adding an estimated $11.3M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $23.3M.

  • 211 institutional investors held Kaiser Aluminum (KALU) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Kaiser Aluminum stock for Q3 2024, down 21% quarter-over-quarter.
  • 26 funds opened new Kaiser Aluminum positions in Q3 2024 and 36 closed out, a net change of -10 holders.
  • The largest Kaiser Aluminum buyer in Q3 2024 was American Century Companies, an estimated $11.3M added.
  • The largest Kaiser Aluminum seller in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2024.