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
EIM
251
Essex Investment Management
Massachusetts
$754K +$854K +17,726 New
Cerity Partners
252
Cerity Partners
New York
$753K +$126K +2,612 New
OTL
253
Oak Thistle LLC
New York
$738K +$836K +17,334 New
SFA
254
Sequoia Financial Advisors
Ohio
$697K +$789K +16,371 New
WBC
255
Westpac Banking Corp
Australia
$697K +$392K +8,124 +99%
XS
256
XR Securities
Illinois
$687K -$393K -8,152 -34%
SAM
257
Securian Asset Management
Minnesota
$686K -$6.84K -142 -0.9%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$678K
AFG
259
Allegheny Financial Group
Pennsylvania
$677K +$1.78K +37 +0.2%
HF
260
HRT Financial
New York
$645K +$732K +15,176 New
Creative Planning
261
Creative Planning
Kansas
$643K +$112K +2,319 +18%
AC
262
AXQ Capital
New Jersey
$640K +$393K +8,150 +118%
GAM
263
Gotham Asset Management
New York
$640K +$227K +4,704 +46%
BMSSC
264
B. Metzler seel. Sohn & Co
Germany
$631K +$63.9K +1,326 +10%
Robeco Institutional Asset Management
265
Robeco Institutional Asset Management
Netherlands
$626K +$109K +2,256 +18%
MIP
266
Marietta Investment Partners
Wisconsin
$621K
GC
267
Guggenheim Capital
Illinois
$617K -$97.3K -2,019 -12%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$606K
EMPI
269
Elo Mutual Pension Insurance
Finland
$604K +$4.72K +98 +0.7%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$602K +$20.4K +424 +3%
CGH
271
Crossmark Global Holdings
Texas
$593K -$1.78K -37 -0.3%
SM
272
Sciencast Management
New Jersey
$585K +$800K +16,602 New
TD Asset Management
273
TD Asset Management
Ontario, Canada
$572K -$19.3K -400 -3%
PCIA
274
Prime Capital Investment Advisors
Kansas
$538K -$51.7K -1,073 -8%
CMTU
275
Capital Markets Trading (UK)
United Kingdom
$536K +$607K +12,598 New

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.