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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$22K +$207 +10 +1%
AF
227
Allworth Financial
California
$21K -$2.07K -100 -9%
GT
228
Glenmede Trust
Pennsylvania
$20K -$1M -48,427 -98%
CTC
229
Central Trust Company
Missouri
$18K +$5.51K +266 +48%
HNB
230
Huntington National Bank
Ohio
$17K
SWA
231
Sutton Wealth Advisors
Florida
$17K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$15K
OIA
233
Optimum Investment Advisors
Illinois
$15K
EWM
234
Endurance Wealth Management
Rhode Island
$13K
GRP
235
Global Retirement Partners
California
$12K -$3.62K -175 -23%
SPIA
236
Steward Partners Investment Advisory
New York
$10K -$7.04K -340 -41%
CIA
237
CSat Investment Advisory
Michigan
$10K +$1.24K +60 +14%
LC
238
Lindbrook Capital
California
$9K -$18.7K -901 -67%
First Manhattan
239
First Manhattan
New York
$9K
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
FPFS
241
First Personal Financial Services
North Carolina
$8K
JCM
242
Jacobi Capital Management
Pennsylvania
$8K
S
243
SignatureFD
Georgia
$7K -$4.26K -206 -38%
TSW
244
Thompson Siegel & Walmsley
Virginia
$7K
WCG
245
Weaver Consulting Group
California
$7K
IA
246
IFP Advisors
Florida
$6K -$6.27K -303 -47%
APC
247
Aspire Private Capital
North Carolina
$6K
CCM
248
Covington Capital Management
California
$6K
CHA
249
Carmichael Hill & Associates
Maryland
$6K +$5.73K +277 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$5K -$642 -31 -13%

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.