We are live on ! Find out more

517 hedge funds and large institutions have $6.23B invested in Alcoa in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 159 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

3% more funds holding

Funds holding: 502517 (+15)

5% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 159

0.46% less ownership

Funds ownership: 82.58%82.11% (-0.46%)

4% less capital invested

Capital invested by funds: $6.51B → $6.23B (-$282M)

34% less call options, than puts

Call options by funds: $422M | Put options by funds: $637M

Holders
517
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
95
Increased
167
Reduced
159
Closed
69
Calls
$422M
Puts
$637M
Net Calls
-$215M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$1.08M +$1.22M +25,338 New
VVP
227
Venture Visionary Partners
Ohio
$1.08M +$197K +4,092 +19%
BSG
228
Black Swift Group
Colorado
$1.06M -$1.21M -25,000 -50%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$1.06M
CC
230
Cipher Capital
New York
$1.06M +$819K +16,994 +217%
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
$1.05M -$197K -4,089 -14%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$1.04M -$19.1K -397 -2%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$1.03M -$511K -10,594 -30%
AAM
234
Advisors Asset Management
Colorado
$1.02M +$40.9K +849 +4%
GIA
235
Gladstone Institutional Advisory
Florida
$1.01M +$1.14M +23,696 New
X
236
Xponance
Pennsylvania
$1.01M +$4.1K +85 +0.4%
PL
237
Polianta Ltd
Jersey
$987K +$390K +8,100 +54%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$979K -$87.4M -1,812,949 -99%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$961K +$389K +8,066 +56%
Lido Advisors
240
Lido Advisors
California
$933K -$1.63M -33,852 -61%
Stifel Financial
241
Stifel Financial
Missouri
$892K +$77.4K +1,605 +8%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$891K -$64.9K -1,346 -6%
BA
243
Bridgewater Associates
Connecticut
$888K +$609K +12,624 +153%
HI
244
Harbour Investments
Wisconsin
$886K -$38.9K -806 -4%
Connor, Clark & Lunn Investment Management (CC&L)
245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$875K -$1.92M -39,806 -66%
APG Asset Management
246
APG Asset Management
Netherlands
$866K -$1.58M -32,809 -60%
IWC
247
Integrated Wealth Concepts
Massachusetts
$857K +$970K +20,127 New
EHWM
248
Eads & Heald Wealth Management
Georgia
$855K -$43.6K -905 -4%
PHS
249
Pekin Hardy Strauss
Illinois
$804K -$130K -2,699 -13%
NAM
250
Nissay Asset Management
Japan
$800K -$44K -913 -5%

AA Hedge Fund Activity: Q1 2023 in Review

517 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2023, worth a combined $6.23B — down 4.3% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AA positions and 69 closed out — a net gain of 26 holders — while 167 added to existing stakes and 159 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 517 institutional investors held Alcoa (AA) as of Q1 2023, up from 502 in Q4 2022.
  • Funds reported $6.23B of Alcoa stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 95 funds opened new Alcoa positions in Q1 2023 and 69 closed out, a net change of +26 holders.
  • The largest Alcoa buyer in Q1 2023 was Bank of New York Mellon, an estimated $209M added.
  • The largest Alcoa seller in Q1 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.