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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
EWM
251
EPG Wealth Management
Georgia
$268K +$96.8K +3,088 +50%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$265K -$533K -16,989 -65%
Truist Financial
253
Truist Financial
North Carolina
$261K -$2.82K -90 -1%
WTG
254
West Tower Group
Virginia
$260K -$268K -8,534 -49%
CIM
255
Confluence Investment Management
Missouri
$257K
KPWS
256
Kestra Private Wealth Services
Texas
$254K -$314 -10 -0.1%
WPW
257
Watershed Private Wealth
Illinois
$241K
AQR Capital Management
258
AQR Capital Management
Connecticut
$234K +$55.1K +1,759 +28%
SACTSONJ
259
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$232K
Korea Investment Corp
260
Korea Investment Corp
South Korea
$229K -$1.94M -61,935 -89%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$227K +$244K +7,797 New
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$224K +$47.8K +1,525 +25%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$224K +$242K +7,710 New
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$223K +$241K +7,687 New
JSW
265
Journey Strategic Wealth
New Jersey
$219K +$236K +7,532 New
GAMC
266
Garner Asset Management Corp
Texas
$217K +$3.13K +100 +1%
WCA
267
Waratah Capital Advisors
Ontario, Canada
$216K +$233K +7,440 New
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$216K +$19.3K +617 +9%
PFO
269
Pathstone Family Office
New Jersey
$209K +$225K +7,192 New
AWM
270
Apollon Wealth Management
South Carolina
$207K +$23.4K +745 +12%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$206K -$87.5K -2,790 -28%
CB
272
Commerce Bank
Missouri
$206K
PIMJS
273
PKO Investment Management Joint-Stock
Poland
$203K
TCM
274
Teza Capital Management
Illinois
$203K +$219K +6,982 New
GRP
275
Global Retirement Partners
California
$182K -$12.7K -406 -6%

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.