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440 hedge funds and large institutions have $5.06B invested in Alcoa in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 135

3% less funds holding

Funds holding: 453440 (-13)

4.65% less ownership

Funds ownership: 87.94%83.29% (-4.6%)

5% less capital invested

Capital invested by funds: $5.33B → $5.06B (-$274M)

16% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 69

24% less call options, than puts

Call options by funds: $453M | Put options by funds: $597M

Holders
440
Holders Change
-13
Holders Change %
-2.87%
% of All Funds
6.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
58
Increased
154
Reduced
135
Closed
69
Calls
$453M
Puts
$597M
Net Calls
-$144M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$318K +$11.6K +396 +4%
EWM
252
EPG Wealth Management
Georgia
$313K +$409 +14 +0.2%
SEI Investments
253
SEI Investments
Pennsylvania
$312K +$34.8K +1,191 +15%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$70.8K +2,419 +36%
TAM
255
Tocqueville Asset Management
New York
$306K -$52.6K -1,800 -17%
PHS
256
Pekin Hardy Strauss
Illinois
$305K -$145K -4,947 -35%
KPWS
257
Kestra Private Wealth Services
Texas
$295K -$439 -15 -0.2%
ProShare Advisors
258
ProShare Advisors
Maryland
$294K -$19.9K -680 -7%
PAG
259
Private Advisor Group
New Jersey
$291K +$39.6K +1,355 +19%
EHWM
260
Eads & Heald Wealth Management
Georgia
$285K -$15.7K -536 -6%
US Bancorp
261
US Bancorp
Minnesota
$285K +$49K +1,676 +25%
NL
262
NWAM LLC
Washington
$283K -$58.3K -1,992 -21%
TW
263
Trajan Wealth
Arizona
$281K +$243K +8,304 New
SM
264
Sciencast Management
New Jersey
$278K +$241K +8,232 New
Capstone Investment Advisors
265
Capstone Investment Advisors
New York
$275K +$238K +8,133 New
GAMC
266
Garner Asset Management Corp
Texas
$273K -$10.8K -369 -4%
BA
267
Bridgewater Associates
Connecticut
$273K -$668K -22,835 -74%
SACTSONJ
268
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$270K
BC
269
Bridgefront Capital
Texas
$263K -$40.3K -1,378 -15%
DT
270
Diversified Trust
Tennessee
$262K +$12.2K +416 +6%
TCWM
271
Total Clarity Wealth Management
Illinois
$257K -$25.3K -866 -10%
BP
272
Ballentine Partners
Massachusetts
$252K +$218K +7,469 New
Vontobel Holding
273
Vontobel Holding
Switzerland
$252K +$218K +7,467 New
Point72 Asset Management
274
Point72 Asset Management
Connecticut
$248K -$903K -30,866 -81%
KC
275
Kepos Capital
New York
$247K +$217K +7,425 New

AA Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2024, worth a combined $5.06B — down 5.1% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AA and 58 opened new positions — a net loss of 11 holders — while 135 trimmed existing stakes and 154 added.

The largest buyer was L1 Capital, opening a new position worth an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $235M.

  • 440 institutional investors held Alcoa (AA) as of Q1 2024, down from 453 in Q4 2023.
  • Funds reported $5.06B of Alcoa stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 58 funds opened new Alcoa positions in Q1 2024 and 69 closed out, a net change of -11 holders.
  • The largest Alcoa buyer in Q1 2024 was L1 Capital, an estimated $64M added.
  • The largest Alcoa seller in Q1 2024 was Morgan Stanley, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2024.