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609 hedge funds and large institutions have $8.81B invested in Alcoa in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 204 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $537M | Put options by funds: $399M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

6% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 204

0.42% more ownership

Funds ownership: 29.16%29.58% (+0.42%)

1% less funds holding

Funds holding: 614609 (-5)

3% less capital invested

Capital invested by funds: $9.04B → $8.81B (-$229M)

Holders
609
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
16.23%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
94
Increased
217
Reduced
204
Closed
88
Calls
$537M
Puts
$399M
Net Calls
+$138M
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
301
OTA Financial Group
New York
$630K +$557K +27,367 New
V
302
Veritable
Delaware
$626K -$14.7K -723 -3%
MFS
303
MSI Financial Services
Massachusetts
$613K +$109K +5,336 +25%
AIM
304
Alambic Investment Management
California
$610K -$111K -5,451 -17%
SAM
305
Silvercrest Asset Management
New York
$605K -$84.7K -4,162 -14%
CMANY
306
Capital Management Associates (New York)
New York
$601K +$154K +7,553 +41%
DDPIC
307
Deroy & Devereaux Private Investment Counsel
Michigan
$582K
LIA
308
LS Investment Advisors
Michigan
$582K +$5.6K +275 +1%
DC
309
Deere & Company
Illinois
$582K +$515K +25,300 New
KRSITF
310
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$570K +$88.3K +4,338 +21%
BAM
311
Berkshire Asset Management
Pennsylvania
$564K +$499K +24,511 New
ACI
312
Alpha Cubed Investments
California
$561K +$256K +12,587 +107%
GAM
313
Gotham Asset Management
New York
$541K +$478K +23,510 New
SBIA
314
Sheaff Brock Investment Advisors
Indiana
$537K -$57K -2,803 -11%
TRCT
315
Tower Research Capital (TRC)
New York
$533K +$458K +22,502 +3,415%
NRS
316
Neville Rodie & Shaw
New York
$523K
CAN
317
Cetera Advisor Networks
California
$520K +$5.66K +278 +1%
NJBEST
318
New Jersey Better Educational Savings Trust
New Jersey
$517K +$203K +9,988 +80%
MERSOM
319
Municipal Employees' Retirement System of Michigan
Michigan
$508K +$7.55K +371 +2%
CIM
320
CenturyLink Investment Management
Colorado
$507K -$19.2K -943 -4%
NMIMC
321
Northwestern Mutual Investment Management Company
Wisconsin
$481K +$3.66K +180 +0.9%
TMAM
322
Tokio Marine Asset Management
Japan
$468K
QI
323
Quotient Investors
New York
$460K -$192K -9,429 -32%
AB
324
Amalgamated Bank
New York
$449K +$106K +5,192 +36%
Twin Tree Management
325
Twin Tree Management
Texas
$446K +$30K +1,473 +8%

AA Hedge Fund Activity: Q1 2016 in Review

609 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2016, worth a combined $8.81B — down 2.5% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AA positions and 88 closed out — a net gain of 6 holders — while 217 added to existing stakes and 204 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $95.4M.

  • 609 institutional investors held Alcoa (AA) as of Q1 2016, down from 614 in Q4 2015.
  • Funds reported $8.81B of Alcoa stock for Q1 2016, down 2.5% quarter-over-quarter.
  • 94 funds opened new Alcoa positions in Q1 2016 and 88 closed out, a net change of +6 holders.
  • The largest Alcoa buyer in Q1 2016 was HSBC Holdings, an estimated $110M added.
  • The largest Alcoa seller in Q1 2016 was JP Morgan Chase, an estimated $95.4M sold.

Based on aggregated 13F filings for Q1 2016.