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414 hedge funds and large institutions have $4.13B invested in Alcoa in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

1.55% less ownership

Funds ownership: 81.28%79.73% (-1.6%)

8% less funds holding

Funds holding: 450414 (-36)

16% less capital invested

Capital invested by funds: $4.92B → $4.13B (-$786M)

38% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 82

42% less call options, than puts

Call options by funds: $349M | Put options by funds: $605M

Holders
414
Holders Change
-36
Holders Change %
-8%
% of All Funds
6.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
51
Increased
140
Reduced
152
Closed
82
Calls
$349M
Puts
$605M
Net Calls
-$256M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$48.9K +$19.3K +614 +58%
GWM
302
Geneos Wealth Management
Colorado
$48.2K -$596 -19 -1%
PA
303
Parallel Advisors
California
$33.2K +$6.46K +206 +22%
QCG
304
Quadrant Capital Group
Ohio
$29.9K +$3.35K +107 +12%
IRAG
305
Investment Research & Advisory Group
Georgia
$29.6K
NA
306
NewEdge Advisors
Louisiana
$29.2K -$6.37K -203 -17%
BCM
307
Bourgeon Capital Management
Connecticut
$29.1K
SFCL
308
Strengthening Families & Communities LLC
Massachusetts
$28K +$3.7K +118 +14%
ETC
309
Exchange Traded Concepts
Oklahoma
$26.9K -$721 -23 -2%
CBT
310
Central Bank & Trust
Kentucky
$23.8K -$11.3K -361 -31%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$23K +$470 +15 +2%
VWM
312
Venturi Wealth Management
Texas
$21.9K -$40.8K -1,300 -63%
SWM
313
Spire Wealth Management
Virginia
$21.8K +$1.03K +33 +5%
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$21.3K
WIM
315
Westside Investment Management
California
$19K +$31 +1 +0.2%
First Manhattan
316
First Manhattan
New York
$18.9K +$20.4K +651 New
JAM
317
JCIC Asset Management
Ontario, Canada
$18K -$1.72K -55 -8%
QC
318
Quent Capital
New York
$17.5K +$18.9K +603 New
SS
319
Sunbelt Securities
Texas
$16.1K
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K
BWAM
321
Boyd Watterson Asset Management
Ohio
$15.6K
BBHC
322
Brown Brothers Harriman & Co
New York
$15.1K
CB
323
CNB Bank
Pennsylvania
$15.1K +$16.3K +520 New
BTI
324
Blue Trust Inc
Georgia
$14K -$3.23K -103 -20%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$11K +351 +276%

AA Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2023, worth a combined $4.13B — down 16% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AA and 51 opened new positions — a net loss of 31 holders — while 152 trimmed existing stakes and 140 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $69.1M. The largest seller was Franklin Resources, cutting an estimated $93.8M.

  • 414 institutional investors held Alcoa (AA) as of Q3 2023, down from 450 in Q2 2023.
  • Funds reported $4.13B of Alcoa stock for Q3 2023, down 16% quarter-over-quarter.
  • 51 funds opened new Alcoa positions in Q3 2023 and 82 closed out, a net change of -31 holders.
  • The largest Alcoa buyer in Q3 2023 was Slate Path Capital, an estimated $69.1M added.
  • The largest Alcoa seller in Q3 2023 was Franklin Resources, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2023.