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Kaiser Aluminum
KALU

206 hedge funds and large institutions have $1.09B invested in Kaiser Aluminum in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

0.62% less ownership

Funds ownership: 96.74% → 96.12% (-0.62%)

4% less capital invested

Capital invested by funds: $1.13B → $1.09B (-$42.3M)

2% less funds holding

Funds holding: 211 → 206 (-5)

11% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 36

63% less call options, than puts

Call options by funds: $141K | Put options by funds: $386K

Holders
206
Holders Change
-5
Holders Change %
-2.37%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
78
Reduced
65
Closed
36
Calls
$141K
Puts
$386K
Net Calls
-$245K
Net Calls Change
+$67K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.7M
2
BCM
Bridgeway Capital Management
Texas
+$4.96M
3
EF
Empowered Funds
Pennsylvania
+$4.2M
4
CM
Crestline Management
Texas
+$3.86M
5
American Century Companies
American Century Companies
Missouri
+$3.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$30.2M
2
Morgan Stanley
Morgan Stanley
New York
-$7.56M
3
BCM
Brightline Capital Management
Florida
-$7.25M
4
State Street
State Street
Massachusetts
-$6.57M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$219M +$2.19M +28,701 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$152M -$97.9K -1,286 -0.1%
Macquarie Group
3
Macquarie Group
Australia
$63.4M -$237K -3,115 -0.3%
State Street
4
State Street
Massachusetts
$61.5M -$6.57M -86,237 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$55.5M +$1.09M +14,296 +2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$55.3M -$2.77M -36,325 -4%
Invesco
7
Invesco
Georgia
$37.1M -$464K -6,092 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$31.7M -$30.2M -396,203 -47%
American Century Companies
9
American Century Companies
Missouri
$31.5M +$3.8M +49,948 +13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$30.4M +$16.7M +219,827 +104%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.2M -$295K -3,879 -1%
Charles Schwab
12
Charles Schwab
California
$21M +$291K +3,816 +1%
TCM
13
Tributary Capital Management
Nebraska
$18.9M +$1.74M +22,839 +9%
SFM
14
Systematic Financial Management
New Jersey
$17.9M +$1.54M +20,263 +9%
Northern Trust
15
Northern Trust
Illinois
$13.9M +$2.16M +28,359 +17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.6M -$1.02M -13,447 -7%
Morgan Stanley
17
Morgan Stanley
New York
$11.6M -$7.56M -99,220 -38%
Fisher Asset Management
18
Fisher Asset Management
Washington
$10.4M – – –
First Eagle Investment Management
19
First Eagle Investment Management
New York
$9.78M -$887K -11,650 -8%
NIG
20
NFJ Investment Group
Texas
$9.61M -$80.7K -1,060 -0.8%
Bank of America
21
Bank of America
North Carolina
$9.43M -$338K -4,442 -3%
Goldman Sachs
22
Goldman Sachs
New York
$7.9M +$2.65M +34,862 +45%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.17M +$259K +3,400 +4%
TAM
24
Third Avenue Management
New York
$5.6M – – –
IA
25
Icon Advisers
Colorado
$5.48M +$2.85M +37,375 +92%
1
2 3 4 5

KALU Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Kaiser Aluminum (KALU) for Q4 2024, worth a combined $1.09B — down 3.7% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of KALU and 32 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 78 added.

The largest buyer was Wellington Management Group, adding an estimated $16.7M. The largest seller was Victory Capital Management, cutting an estimated $30.2M.

  • 206 institutional investors held Kaiser Aluminum (KALU) as of Q4 2024, down from 211 in Q3 2024.
  • Funds reported $1.09B of Kaiser Aluminum stock for Q4 2024, down 3.7% quarter-over-quarter.
  • 32 funds opened new Kaiser Aluminum positions in Q4 2024 and 36 closed out, a net change of -4 holders.
  • The largest Kaiser Aluminum buyer in Q4 2024 was Wellington Management Group, an estimated $16.7M added.
  • The largest Kaiser Aluminum seller in Q4 2024 was Victory Capital Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2024.