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467 hedge funds and large institutions have $8.67B invested in Alcoa in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 145 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 112

23% more capital invested

Capital invested by funds: $7.06B → $8.67B (+$1.61B)

14% more funds holding

Funds holding: 411467 (+56)

4.79% more ownership

Funds ownership: 82.25%87.03% (+4.8%)

7% more call options, than puts

Call options by funds: $205M | Put options by funds: $192M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
467
Holders Change
+56
Holders Change %
+13.63%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
106
Increased
145
Reduced
112
Closed
48
Calls
$205M
Puts
$192M
Net Calls
+$13M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
326
RBC Europe
United Kingdom
$89.7K
IWM
327
IHT Wealth Management
Illinois
$88K +$73.3K +1,603 New
JIR
328
James Investment Research
Ohio
$87K +$73.6K +1,610 New
HNB
329
Huntington National Bank
Ohio
$86K -$37.1K -812 -34%
MUS
330
Mitsubishi UFJ Securities
Japan
$76K +$64.5K +1,410 New
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$61K
SPIA
332
Steward Partners Investment Advisory
New York
$61K +$43.9K +961 +543%
TAM
333
Trust Asset Management
Texas
$60K
FPFS
334
First Personal Financial Services
North Carolina
$56K +$3.11K +68 +7%
PG
335
Patten Group
Tennessee
$56K +$10.1K +220 +27%
DSC
336
Duncker Streett & Co
Missouri
$55K
SFPIA
337
Stevens First Principles Investment Advisors
California
$53K
AIM
338
Anchor Investment Management
South Carolina
$50.4K -$2.01K -44 -4%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$47K +$40.2K +880 New
IWP
340
Icon Wealth Partners
Texas
$46K +$38.6K +845 New
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$42.9K
SWA
342
Sutton Wealth Advisors
Florida
$40.3K
WTB
343
Washington Trust Bank
Washington
$39K
WCM
344
Whitener Capital Management
North Carolina
$37K +$31.7K +694 New
CCMW
345
Cypress Capital Management (Wyoming)
Wyoming
$36K -$2.29K -50 -7%
TDC
346
Thompson Davis & Co
Virginia
$35K -$279K -6,100 -90%
AWM
347
Avior Wealth Management
Nebraska
$35K +$2.29K +50 +8%
EWM
348
Endurance Wealth Management
Rhode Island
$34K
AIS
349
Accurate Investment Solutions
Pennsylvania
$33K
TRCT
350
Tower Research Capital (TRC)
New York
$32K +$27.2K +595 New

AA Hedge Fund Activity: Q4 2017 in Review

467 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2017, worth a combined $8.67B — up 23% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AA positions and 48 closed out — a net gain of 58 holders — while 145 added to existing stakes and 112 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $540M. The largest seller was Elliott Management, cutting an estimated $248M.

  • 467 institutional investors held Alcoa (AA) as of Q4 2017, up from 411 in Q3 2017.
  • Funds reported $8.67B of Alcoa stock for Q4 2017, up 23% quarter-over-quarter.
  • 106 funds opened new Alcoa positions in Q4 2017 and 48 closed out, a net change of +58 holders.
  • The largest Alcoa buyer in Q4 2017 was Capital World Investors, an estimated $540M added.
  • The largest Alcoa seller in Q4 2017 was Elliott Management, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2017.