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410 hedge funds and large institutions have $4.52B invested in Alcoa in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

138% more call options, than puts

Call options by funds: $284M | Put options by funds: $119M

51% more capital invested

Capital invested by funds: $2.99B → $4.52B (+$1.53B)

45% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 71

13.34% more ownership

Funds ownership: 58.02%71.36% (+13%)

7% more funds holding

Funds holding: 384410 (+26)

2% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 111

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
10.21%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.27%
New
103
Increased
113
Reduced
111
Closed
71
Calls
$284M
Puts
$119M
Net Calls
+$165M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$13K
FPFS
327
First Personal Financial Services
North Carolina
$13K +$7.87K +225 +160%
CFA
328
Carroll Financial Associates
North Carolina
$13K +$13.6K +388 New
WEC
329
Winslow Evans & Crocker
Massachusetts
$12K
VIA
330
Vantage Investment Advisors
Pennsylvania
$12K
CHC
331
City Holding Co
West Virginia
$10K
JCM
332
Jacobi Capital Management
Pennsylvania
$10K
AIL
333
AGF Investments LLC
Ontario, Canada
$10K +$9.8K +280 New
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.33K -38 -13%
FIB
335
First Interstate Bank
Montana
$9K +$8.99K +257 New
VCM
336
Versant Capital Management
Arizona
$8K -$525 -15 -6%
BGIM
337
Brandywine Global Investment Management
Pennsylvania
$8K
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$8K
RFA
339
Reilly Financial Advisors
California
$8K
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$8K +$70 +2 +0.8%
FPS
341
Fieldpoint Private Securities
Connecticut
$8K +$7.77K +222 New
PHK
342
Point72 Hong Kong
Hong Kong
$7K -$29.5K -842 -81%
JWA
343
JFS Wealth Advisors
Pennsylvania
$7K
M
344
MOTCO
Texas
$7K
WA
345
WealthTrust-Arizona
Arizona
$7K
WA
346
Winfield Associates
Ohio
$7K +$7.35K +210 New
TWA
347
TCI Wealth Advisors
Arizona
$6K -$1.54K -44 -19%
CAW
348
Cornerstone Advisors (Washington)
Washington
$6K
EFSCE
349
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
EWM
350
Evercore Wealth Management
New York
$6K

AA Hedge Fund Activity: Q1 2017 in Review

410 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2017, worth a combined $4.52B — up 51% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AA positions and 71 closed out — a net gain of 32 holders — while 113 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $105M sold.

  • 410 institutional investors held Alcoa (AA) as of Q1 2017, up from 384 in Q4 2016.
  • Funds reported $4.52B of Alcoa stock for Q1 2017, up 51% quarter-over-quarter.
  • 103 funds opened new Alcoa positions in Q1 2017 and 71 closed out, a net change of +32 holders.
  • The largest Alcoa buyer in Q1 2017 was BlackRock, an estimated $233M added.
  • The largest Alcoa seller in Q1 2017 was Manning & Napier Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2017.