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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
301
Tarbox Family Office
California
$1K
TC
302
Trust Company
Kansas
$1K
VNA
303
Valley National Advisers
Pennsylvania
$1K
FANJ
304
Financial Architects (New Jersey)
New Jersey
$1K +$683 +33 New
SFSIG
305
San Francisco Sentry Investment Group
California
$1K +$849 +41 +205%
Chevy Chase Trust
306
Chevy Chase Trust
Maryland
$1K +$1.12K +54 New
AA
307
Argent Advisors
Louisiana
$1K +$1.14K +55 New
RCA
308
Ranch Capital Advisors
Florida
$1K +$1.14K +55 New
SIS
309
Sound Income Strategies
Florida
$1K +$1.37K +66 New
GEA
310
Glen Eagle Advisors
New Jersey
$710 +$683 +33 New
CT
311
Caldwell Trust
Florida
$581 +$559 +27 New
ACM
312
Allred Capital Management
Texas
$473 +$455 +22 New
KFS
313
Kelly Financial Services
Massachusetts
$452
TPCW
314
TD Private Client Wealth
New York
$387 +$373 +18 New
FP
315
Financial Perspectives
Minnesota
$237 +$228 +11 New
EW
316
Evoke Wealth
California
$194
Capital International Investors
317
Capital International Investors
California
-$100M -5,005,008 Closed
IAM
318
Impala Asset Management
Florida
-$17.3M -863,442 Closed
Adage Capital Partners
319
Adage Capital Partners
Massachusetts
-$12M -600,000 Closed
BCM
320
Brigade Capital Management
New York
-$6.2M -309,000 Closed
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
-$5.55M -276,453 Closed
First Trust Advisors
322
First Trust Advisors
Illinois
-$4.04M -201,275 Closed
CGM
323
Centenus Global Management
New York
-$2.91M -145,000 Closed
DIM
324
DC Investments Management
Virginia
-$2.85M -141,959 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
-$1.94M -96,734 Closed

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.