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467 hedge funds and large institutions have $8.67B invested in Alcoa in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 145 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 112

23% more capital invested

Capital invested by funds: $7.06B → $8.67B (+$1.61B)

14% more funds holding

Funds holding: 411467 (+56)

4.79% more ownership

Funds ownership: 82.25%87.03% (+4.8%)

7% more call options, than puts

Call options by funds: $205M | Put options by funds: $192M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
467
Holders Change
+56
Holders Change %
+13.63%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
106
Increased
145
Reduced
112
Closed
48
Calls
$205M
Puts
$192M
Net Calls
+$13M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
251
Ellington Management Group
Connecticut
$447K +$380K +8,300 New
JMPWA
252
JP Morgan Private Wealth Advisors
California
$437K +$12.2K +266 +3%
SG Americas Securities
253
SG Americas Securities
New York
$434K -$187K -4,096 -34%
UCFA
254
United Capital Financial Advisors
Texas
$426K +$59.1K +1,293 +20%
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$424K -$24.2K -530 -6%
ACI
256
Alpha Cubed Investments
California
$415K -$16.3K -357 -4%
FCI
257
Financial Counselors Inc
Kansas
$410K -$9.1K -199 -3%
Mitsubishi UFJ Trust & Banking
258
Mitsubishi UFJ Trust & Banking
Japan
$402K -$17.5K -383 -5%
V
259
Veritable
Delaware
$398K -$23K -504 -6%
MME
260
Meag Munich Ergo
Germany
$393K
BDS
261
Banco de Sabadell
Florida
$390K +$332K +7,250 New
CSS
262
Cubist Systematic Strategies
Connecticut
$386K -$745K -16,302 -69%
CIM
263
Confluence Investment Management
Missouri
$376K -$20.3K -444 -6%
GI
264
GAMCO Investors
Connecticut
$372K -$264K -5,777 -46%
OAC
265
OMERS Administration Corp
Ontario, Canada
$366K -$210K -4,600 -40%
PTC
266
Petrus Trust Company
Texas
$366K +$106K +2,314 +52%
Neuberger Berman Group
267
Neuberger Berman Group
New York
$363K -$9.79M -214,080 -97%
DADC
268
D.A. Davidson & Co
Montana
$362K +$6.54K +143 +2%
VF
269
Virtu Financial
New York
$362K +$308K +6,726 New
PAG
270
Private Advisor Group
New Jersey
$341K -$64.5K -1,410 -19%
EVM
271
Eaton Vance Management
Massachusetts
$337K
FSA
272
Financial Sense Advisors
California
$337K +$28.9K +632 +11%
OMCS
273
Old Mutual Customised Solutions
South Africa
$335K
VSI
274
Verde Servicos Internacionais
Brazil
$323K
FIM
275
Frontier Investment Management
Texas
$308K +$7.59K +166 +3%

AA Hedge Fund Activity: Q4 2017 in Review

467 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2017, worth a combined $8.67B — up 23% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AA positions and 48 closed out — a net gain of 58 holders — while 145 added to existing stakes and 112 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $540M. The largest seller was Elliott Management, cutting an estimated $248M.

  • 467 institutional investors held Alcoa (AA) as of Q4 2017, up from 411 in Q3 2017.
  • Funds reported $8.67B of Alcoa stock for Q4 2017, up 23% quarter-over-quarter.
  • 106 funds opened new Alcoa positions in Q4 2017 and 48 closed out, a net change of +58 holders.
  • The largest Alcoa buyer in Q4 2017 was Capital World Investors, an estimated $540M added.
  • The largest Alcoa seller in Q4 2017 was Elliott Management, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2017.