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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
SI
276
Symmetry Investments
Jersey
$532K +$603K +12,500 New
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$528K
IMRF
278
Illinois Municipal Retirement Fund
Illinois
$525K
MWM
279
Moran Wealth Management
Florida
$523K +$7.33K +152 +1%
VPIM
280
Vanguard Personalized Indexing Management
California
$499K +$47K +975 +9%
VF
281
Virtu Financial
New York
$498K +$564K +11,698 New
AWS
282
Atria Wealth Solutions
New York
$498K -$5.16K -107 -0.9%
Envestnet Asset Management
283
Envestnet Asset Management
Illinois
$491K -$41.6K -864 -7%
TAF
284
Tredje AP-fonden
Sweden
$484K -$1.21M -25,000 -69%
NFC
285
Northeast Financial Consultants
Connecticut
$469K +$309K +6,406 +139%
WPW
286
Watershed Private Wealth
Illinois
$461K
EF
287
Empirical Finance
Pennsylvania
$453K
SG
288
Stonnington Group
California
$450K +$183K +3,800 +53%
ProShare Advisors
289
ProShare Advisors
Maryland
$448K -$396K -8,214 -44%
OLA
290
Oliver Luxxe Assets
New Jersey
$448K +$40.3K +836 +9%
WIS
291
Wright Investors Service
Connecticut
$440K -$8.39K -174 -2%
USAA
292
United Services Automobile Association
Texas
$440K -$346K -7,183 -41%
KAS
293
Kestra Advisory Services
Texas
$432K -$75.1K -1,558 -13%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$430K +$14.5K +300 +3%
HPC
295
Highland Peak Capital
Connecticut
$426K
LCS
296
Levin Capital Strategies
New York
$426K +$482K +10,000 New
CS
297
Candriam SCA
Luxembourg
$421K -$67.1K -1,392 -11%
USCWA
298
U.S. Capital Wealth Advisors
Texas
$419K -$164K -3,397 -26%
AI
299
Atom Investors
Texas
$418K +$473K +9,815 New
SCM
300
Shelton Capital Management
Colorado
$412K

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.