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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
SWP
301
Strategic Wealth Partners
Ohio
$2K +$1.69K +68 New
SCA
302
Stonebridge Capital Advisors
Minnesota
$2K +$1.92K +77 New
MF
303
Manchester Financial
California
$2K +$2.07K +83 New
BFC
304
Bedel Financial Consulting
Indiana
$1K -$3.31K -133 -80%
TC
305
Truvestments Capital
Florida
$1K -$1.37K -55 -56%
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$1K -$523 -21 -28%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$1K -$374 -15 -38%
BL
308
Balentine LLC
Georgia
$1K – – –
BWM
309
Baystate Wealth Management
Massachusetts
$1K – – –
CCM
310
Cribstone Capital Management
Maine
$1K – – –
CFB
311
Cullen/Frost Bankers
Texas
$1K – – –
EWM
312
Edge Wealth Management
New York
$1K – – –
FIB
313
First Interstate Bank
Montana
$1K – – –
GAM
314
Gemmer Asset Management
California
$1K – – –
PWMG
315
Prestige Wealth Management Group
New Jersey
$1K – – –
TC
316
Trust Company
Kansas
$1K – – –
VRM
317
Vectors Research Management
New York
$1K – – –
YWP
318
YorkBridge Wealth Partners
New York
$1K – – –
BCA
319
Berman Capital Advisors
Georgia
$1K +$25 +1 +2%
TFO
320
Tarbox Family Office
California
$1K +$623 +25 +625%
FWM
321
Focused Wealth Management
New York
$1K +$723 +29 New
AAP
322
Arax Advisory Partners
Colorado
$1K +$822 +33 New
M
323
MOTCO
Texas
$1K +$1.45K +58 New
KFS
324
Kelly Financial Services
Massachusetts
$492 – – –
GT
325
Glenmede Trust
Pennsylvania
$29 – – –
11 12
13
14 15

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.