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Alcoa
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625 hedge funds and large institutions have $13.2B invested in Alcoa in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 213 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 42

10% more capital invested

Capital invested by funds: $11.9B → $13.2B (+$1.25B)

9% more funds holding

Funds holding: 576 → 625 (+49)

2% more call options, than puts

Call options by funds: $631M | Put options by funds: $619M

0.53% more ownership

Funds ownership: 28.39% → 28.92% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

3% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 219

Holders
625
Holders Change
+49
Holders Change %
+8.51%
% of All Funds
18.13%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.58%
New
96
Increased
213
Reduced
219
Closed
42
Calls
$631M
Puts
$619M
Net Calls
+$12.3M
Net Calls Change
-$92.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$160M
2
Norges Bank
Norges Bank
Norway
+$129M
3
CCI
Columbus Circle Investors
+$118M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$98.4M
5
JHIU
Janus Henderson Investors US
Colorado
+$86.8M

Top Sellers

Rank Fund Capital Flow
1
MNA
Manning & Napier Advisors
New York
-$252M
2
MAM
Marketfield Asset Management
New York
-$163M
3
OH
Orbis Holdings
Bermuda
-$104M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$77.4M
5
SC
Sasco Capital
Connecticut
-$75.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
226
Boston Partners
Massachusetts
$2.91M -$1.06M -26,983 -26%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$2.91M +$1.98M +50,417 +203%
APFBOT
228
Amica Pension Fund Board of Trustees
Rhode Island
$2.86M – – –
WAM
229
World Asset Management
Michigan
$2.84M +$103K +2,638 +4%
BRM
230
Boston Research & Management
Massachusetts
$2.81M -$357K -9,109 -11%
Nomura Asset Management
231
Nomura Asset Management
Japan
$2.78M +$109K +2,788 +4%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M – – –
Parallax Volatility Advisers
233
Parallax Volatility Advisers
California
$2.72M +$2.74M +69,939 +13,795%
BSPF
234
British Steel Pension Fund
United Kingdom
$2.72M -$181K -4,624 -6%
Alyeska Investment Group
235
Alyeska Investment Group
Illinois
$2.69M +$2.73M +69,684 New
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$2.66M +$2.7M +68,754 New
BTS
237
BB&T Securities
Virginia
$2.63M +$11.3K +287 +4%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$2.59M – – –
IAM
239
ICM Asset Management
Washington
$2.57M -$1.06M -26,993 -29%
US Bancorp
240
US Bancorp
Minnesota
$2.55M -$300K -7,652 -10%
NMERB
241
New Mexico Educational Retirement Board
New Mexico
$2.52M +$21.2K +541 +0.8%
SIG
242
Schooner Investment Group
Pennsylvania
$2.51M +$2.61M +66,583 New
LS
243
Livforsakringsbolaget Skandia
Sweden
$2.47M – – –
QT
244
Quantbot Technologies
New York
$2.46M +$2.5M +63,710 New
GWM
245
Greenwich Wealth Management
Connecticut
$2.41M – – –
Los Angeles Capital Management
246
Los Angeles Capital Management
California
$2.41M -$16.8M -428,746 -87%
CM
247
Churchill Management
California
$2.34M +$397K +10,135 +20%
CBOA
248
Commonwealth Bank of Australia
Australia
$2.31M -$68.5K -1,748 -3%
BG
249
Bollard Group
Massachusetts
$2.3M +$125K +3,177 +6%
STC
250
SEI Trust Company
Pennsylvania
$2.29M +$1.33M +33,874 +133%
8 9
10
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AA Hedge Fund Activity: Q3 2014 in Review

625 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2014, worth a combined $13.2B — up 10% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AA positions and 42 closed out — a net gain of 54 holders — while 213 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $160M. The largest seller was Manning & Napier Advisors, cutting an estimated $252M.

  • 625 institutional investors held Alcoa (AA) as of Q3 2014, up from 576 in Q2 2014.
  • Funds reported $13.2B of Alcoa stock for Q3 2014, up 10% quarter-over-quarter.
  • 96 funds opened new Alcoa positions in Q3 2014 and 42 closed out, a net change of +54 holders.
  • The largest Alcoa buyer in Q3 2014 was JP Morgan Chase, an estimated $160M added.
  • The largest Alcoa seller in Q3 2014 was Manning & Napier Advisors, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2014.