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502 hedge funds and large institutions have $6.51B invested in Alcoa in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 138 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $4.8B → $6.51B (+$1.71B)

3.5% more ownership

Funds ownership: 79.08%82.58% (+3.5%)

9% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 81

0% less funds holding

Funds holding: 504502 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $610M | Put options by funds: $781M

28% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 191

Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
88
Increased
138
Reduced
191
Closed
81
Calls
$610M
Puts
$781M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
251
Elo Mutual Pension Insurance
Finland
$640K +$11.6K +267 +2%
CGH
252
Crossmark Global Holdings
Texas
$635K -$58.5K -1,343 -9%
I
253
InceptionR
California
$633K +$606K +13,929 New
TD Asset Management
254
TD Asset Management
Ontario, Canada
$630K -$582K -13,380 -49%
PCIA
255
Prime Capital Investment Advisors
Kansas
$623K -$189K -4,339 -24%
LOAMS
256
Lombard Odier Asset Management (Switzerland)
Switzerland
$618K
BMSSC
257
B. Metzler seel. Sohn & Co
Germany
$614K +$227K +5,216 +63%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$602K +$183K +4,200 +46%
Handelsbanken Fonder
259
Handelsbanken Fonder
Sweden
$582K -$361K -8,300 -39%
Creative Planning
260
Creative Planning
Kansas
$582K +$61.9K +1,422 +13%
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$567K -$464K -10,668 -46%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$564K -$342K -7,868 -39%
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$564K
IMRF
264
Illinois Municipal Retirement Fund
Illinois
$561K
GVAG
265
Great Valley Advisor Group
Delaware
$561K +$105K +2,405 +24%
LWAC
266
Laurel Wealth Advisors (California)
California
$560K +$135K +3,112 +28%
MWM
267
Moran Wealth Management
Florida
$552K +$529K +12,146 New
CS
268
Candriam SCA
Luxembourg
$552K -$132K -3,043 -20%
FPAS
269
Focus Partners Advisor Solutions
Missouri
$546K -$51.2K -1,177 -9%
AWS
270
Atria Wealth Solutions
New York
$537K +$44 +1 +0%
KAS
271
Kestra Advisory Services
Texas
$532K -$23.5K -539 -4%
TI
272
Telemetry Investments
New York
$523K -$469K -10,780 -48%
Truist Financial
273
Truist Financial
North Carolina
$519K +$16.8K +386 +4%
WPW
274
Watershed Private Wealth
Illinois
$493K +$472K +10,840 New
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$492K -$219K -5,035 -32%

AA Hedge Fund Activity: Q4 2022 in Review

502 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2022, worth a combined $6.51B — up 36% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AA positions and 81 closed out — a net gain of 7 holders — while 138 added to existing stakes and 191 trimmed.

The largest buyer was DZ Bank, adding an estimated $195M. The largest seller was Renaissance Technologies, cutting an estimated $100M.

  • 502 institutional investors held Alcoa (AA) as of Q4 2022, down from 504 in Q3 2022.
  • Funds reported $6.51B of Alcoa stock for Q4 2022, up 36% quarter-over-quarter.
  • 88 funds opened new Alcoa positions in Q4 2022 and 81 closed out, a net change of +7 holders.
  • The largest Alcoa buyer in Q4 2022 was DZ Bank, an estimated $195M added.
  • The largest Alcoa seller in Q4 2022 was Renaissance Technologies, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2022.