We are live on ! Find out more

414 hedge funds and large institutions have $4.13B invested in Alcoa in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

1.55% less ownership

Funds ownership: 81.28%79.73% (-1.6%)

8% less funds holding

Funds holding: 450414 (-36)

16% less capital invested

Capital invested by funds: $4.92B → $4.13B (-$786M)

38% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 82

42% less call options, than puts

Call options by funds: $349M | Put options by funds: $605M

Holders
414
Holders Change
-36
Holders Change %
-8%
% of All Funds
6.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
51
Increased
140
Reduced
152
Closed
82
Calls
$349M
Puts
$605M
Net Calls
-$256M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
226
Robertson Stephens Wealth Management
California
$378K +$180K +5,751 +79%
KAS
227
Kestra Advisory Services
Texas
$377K +$97.6K +3,113 +32%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$371K -$28.7M -915,248 -99%
CGH
229
Crossmark Global Holdings
Texas
$367K -$8.72K -278 -2%
Creative Planning
230
Creative Planning
Kansas
$367K -$224K -7,145 -36%
USAA
231
United Services Automobile Association
Texas
$365K +$36.6K +1,167 +10%
PCIA
232
Prime Capital Investment Advisors
Kansas
$362K +$3.64K +116 +0.9%
MG
233
Marex Group
$353K +$381K +12,164 New
Swedbank
234
Swedbank
Sweden
$340K -$4.37M -139,292 -92%
MC
235
Moors & Cabot
Massachusetts
$328K +$30.6K +975 +9%
VVP
236
Venture Visionary Partners
Ohio
$321K -$763K -24,322 -69%
CG
237
Cutler Group
California
$311K +$271K +8,632 +413%
TAM
238
Tocqueville Asset Management
New York
$304K +$56.4K +1,800 +21%
BMSSC
239
B. Metzler seel. Sohn & Co
Germany
$303K -$138K -4,413 -30%
ESCM
240
Echo Street Capital Management
New York
$295K +$318K +10,138 New
HPC
241
Highland Peak Capital
Connecticut
$291K
MIP
242
Marietta Investment Partners
Wisconsin
$291K
SEC
243
Seven Eight Capital
New York
$287K +$85K +2,711 +38%
BBA
244
Baader Bank Aktiengesellschaft
Germany
$286K +$310K +9,879 New
TCWM
245
Total Clarity Wealth Management
Illinois
$283K +$305K +9,728 New
URS
246
Utah Retirement Systems
Utah
$282K +$3.13K +100 +1%
SCM
247
Shelton Capital Management
Colorado
$281K
ProShare Advisors
248
ProShare Advisors
Maryland
$280K -$24.6K -785 -8%
FCI
249
Financial Counselors Inc
Kansas
$276K
M&T Bank
250
M&T Bank
New York
$272K +$86.8K +2,767 +42%

AA Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2023, worth a combined $4.13B — down 16% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AA and 51 opened new positions — a net loss of 31 holders — while 152 trimmed existing stakes and 140 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $69.1M. The largest seller was Franklin Resources, cutting an estimated $93.8M.

  • 414 institutional investors held Alcoa (AA) as of Q3 2023, down from 450 in Q2 2023.
  • Funds reported $4.13B of Alcoa stock for Q3 2023, down 16% quarter-over-quarter.
  • 51 funds opened new Alcoa positions in Q3 2023 and 82 closed out, a net change of -31 holders.
  • The largest Alcoa buyer in Q3 2023 was Slate Path Capital, an estimated $69.1M added.
  • The largest Alcoa seller in Q3 2023 was Franklin Resources, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2023.