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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
PAG
301
Private Advisor Group
New Jersey
$412K -$224K -4,652 -32%
URS
302
Utah Retirement Systems
Utah
$409K +$4.82K +100 +1%
FCI
303
Financial Counselors Inc
Kansas
$403K -$241 -5 -0.1%
GAMC
304
Garner Asset Management Corp
Texas
$399K +$4.82K +100 +1%
MC
305
Moors & Cabot
Massachusetts
$397K +$66.5K +1,380 +17%
Truist Financial
306
Truist Financial
North Carolina
$396K -$102K -2,113 -19%
Los Angeles Capital Management
307
Los Angeles Capital Management
California
$389K +$440K +9,134 New
CIM
308
Confluence Investment Management
Missouri
$384K +$22.8K +472 +6%
IIM
309
INTECH Investment Management
Florida
$378K
US Bancorp
310
US Bancorp
Minnesota
$371K -$22.3K -463 -5%
SF
311
Symphony Financial
Texas
$371K +$428K +8,884 New
KPWS
312
Kestra Private Wealth Services
Texas
$371K +$45.6K +945 +12%
Allspring Global Investments
313
Allspring Global Investments
North Carolina
$366K -$46.7K -969 -10%
KI
314
Kula Investments
Illinois
$354K +$401K +8,322 New
CA
315
Cetera Advisors
Colorado
$353K +$75.4K +1,564 +23%
SACTSONJ
316
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K
AWM
317
Apollon Wealth Management
South Carolina
$340K -$2.12K -44 -0.5%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$338K
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$332K +$22.9K +475 +6%
BAM
320
Blueshift Asset Management
New Jersey
$331K +$375K +7,771 New
MC
321
Maverick Capital
Texas
$315K +$357K +7,404 New
PIMJS
322
PKO Investment Management Joint-Stock
Poland
$298K
AC
323
Avestar Capital
New York
$290K +$329K +6,825 New
TRCT
324
Tower Research Capital (TRC)
New York
$288K +$82.8K +1,718 +34%
DADC
325
D.A. Davidson & Co
Montana
$282K -$154K -3,197 -33%

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.