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538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$499K +$458K +20,641 New
CAM
302
Columbia Asset Management
Michigan
$496K +$431K +19,420 New
SACTSONJ
303
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$493K
MIC
304
MU Investments Company
Japan
$489K -$11.4K -516 -3%
AA
305
Ancora Advisors
Ohio
$480K
NSEDCP
306
NJ State Employees Deferred Compensation Plan
New Jersey
$478K
LTFS
307
Ladenburg Thalmann Financial Services
Florida
$476K -$13K -585 -3%
BB
308
Bell Bank
North Dakota
$474K -$723K -32,608 -64%
BMCMI
309
Bryn Mawr Capital Management Inc
Pennsylvania
$448K +$389K +17,524 New
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$444K +$18.6K +837 +5%
MA
311
MUFG Americas
New York
$438K -$29K -1,310 -7%
DDPIC
312
Deroy & Devereaux Private Investment Counsel
Michigan
$435K -$5.54K -250 -1%
NPC
313
National Planning Corporation
California
$428K +$196K +8,843 +111%
NB
314
Norinchukin Bank
Japan
$425K -$2.02K -91 -0.5%
BOC
315
Barbara Oil Co
Illinois
$425K +$369K +16,646 New
GCAC
316
Guardian Capital Advisors (Canada)
Ontario, Canada
$423K +$207K +9,322 +132%
MTIM
317
Marathon Trading Investment Management
Pennsylvania
$420K +$364K +16,438 New
OMCS
318
Old Mutual Customised Solutions
South Africa
$418K
WSCM
319
Wellington Shields Capital Management
New York
$417K +$188K +8,490 +108%
WT
320
Whittier Trust
California
$416K -$44.8K -2,019 -11%
KCPG
321
Kavar Capital Partners Group
Kansas
$410K +$356K +16,061 New
IA
322
IndexIQ Advisors
New York
$404K +$21.1K +952 +6%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$403K -$2.11K -95 -0.6%
PP
324
Prudential plc
United Kingdom
$393K -$788K -35,551 -70%
MERSOM
325
Municipal Employees' Retirement System of Michigan
Michigan
$375K

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.