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Alcoa
AA

336 hedge funds and large institutions have $3.64B invested in Alcoa in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 110 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $171M | Put options by funds: $125M

8% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 110

1.8% less ownership

Funds ownership: 85.95% → 84.14% (-1.8%)

11% less funds holding

Funds holding: 379 → 336 (-43)

19% less capital invested

Capital invested by funds: $4.49B → $3.64B (-$849M)

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 73

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
336
Holders Change
-43
Holders Change %
-11.35%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
37
Increased
101
Reduced
110
Closed
73
Calls
$171M
Puts
$125M
Net Calls
+$45.2M
Net Calls Change
+$62M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$75.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$42.9M
3
OAG
Orbis Allan Gray
Bermuda
+$29.9M
4
Millennium Management
Millennium Management
New York
+$19.2M
5
N
Nuveen
North Carolina
+$18.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$45M
3
Deutsche Bank
Deutsche Bank
Germany
-$33.5M
4
FPA
First Pacific Advisors
California
-$33.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
276
Private Capital Group
Connecticut
$4K -$349 -14 -14%
EDRH
277
Edmond de Rothschild Holding
Switzerland
$4K – – –
PK
278
Pflug Koory
Nebraska
$4K – – –
SNT
279
Security National Trust
West Virginia
$4K – – –
WT
280
Whittier Trust
California
$4K – – –
CI
281
CX Institutional
Indiana
$4K +$4.36K +175 New
AIM
282
Advantage Investment Management
Iowa
$3K – – –
CAGAS
283
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
CFA
284
Carroll Financial Associates
North Carolina
$3K – – –
CWA
285
Clarus Wealth Advisors
Arizona
$3K – – –
CFN
286
Cordasco Financial Network
Florida
$3K – – –
EARNEST Partners
287
EARNEST Partners
Georgia
$3K – – –
WTC
288
WhitTier Trust Company
Nevada
$3K – – –
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$25 +1 +0.9%
CIAS
290
Capital Investment Advisory Services
North Carolina
$3K +$598 +24 +19%
RWA
291
Redhawk Wealth Advisors
Minnesota
$3K +$2.77K +111 New
RE
292
RBC Europe
United Kingdom
$2.08K – – –
QCG
293
Quadrant Capital Group
Ohio
$2K -$399 -16 -13%
JWA
294
JFS Wealth Advisors
Pennsylvania
$2K – – –
MRCM
295
M&R Capital Management
New Jersey
$2K – – –
PFSC
296
Peoples Financial Services Corp
Pennsylvania
$2K – – –
THWM
297
Taylor Hoffman Wealth Management
Virginia
$2K – – –
VNA
298
Valley National Advisers
Pennsylvania
$2K – – –
SFG
299
SevenBridge Financial Group
Pennsylvania
$2K +$797 +32 +48%
PFO
300
Pathstone Family Office
New Jersey
$2K +$997 +40 +60%
10 11
12
13 14

AA Hedge Fund Activity: Q2 2019 in Review

336 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q2 2019, worth a combined $3.64B — down 19% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of AA and 37 opened new positions — a net loss of 36 holders — while 110 trimmed existing stakes and 101 added.

The largest buyer was Goldman Sachs, adding an estimated $75.6M. The largest seller was Capital World Investors, cutting an estimated $112M.

  • 336 institutional investors held Alcoa (AA) as of Q2 2019, down from 379 in Q1 2019.
  • Funds reported $3.64B of Alcoa stock for Q2 2019, down 19% quarter-over-quarter.
  • 37 funds opened new Alcoa positions in Q2 2019 and 73 closed out, a net change of -36 holders.
  • The largest Alcoa buyer in Q2 2019 was Goldman Sachs, an estimated $75.6M added.
  • The largest Alcoa seller in Q2 2019 was Capital World Investors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2019.