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502 hedge funds and large institutions have $6.51B invested in Alcoa in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 138 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $4.8B → $6.51B (+$1.71B)

3.5% more ownership

Funds ownership: 79.08%82.58% (+3.5%)

9% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 81

0% less funds holding

Funds holding: 504502 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $610M | Put options by funds: $781M

28% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 191

Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
88
Increased
138
Reduced
191
Closed
81
Calls
$610M
Puts
$781M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$293K +$152K +3,483 +32%
MML Investors Services
327
MML Investors Services
Massachusetts
$289K -$19.1K -438 -6%
AA
328
ALPS Advisors
Colorado
$285K -$1.13K -26 -0.4%
Rafferty Asset Management
329
Rafferty Asset Management
New York
$279K -$19.2K -441 -7%
ALAM
330
Asahi Life Asset Management
Japan
$278K +$266K +6,110 New
V
331
Veritable
Delaware
$277K +$265K +6,086 New
SPIA
332
Steward Partners Investment Advisory
New York
$270K -$1.59M -36,536 -86%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$261K -$2.26K -52 -0.9%
SAM
334
Shell Asset Management
Netherlands
$254K -$49.4K -1,135 -17%
CAM
335
Cresset Asset Management
Illinois
$250K +$240K +5,504 New
Bank of Nova Scotia
336
Bank of Nova Scotia
Ontario, Canada
$249K -$522K -11,986 -69%
PF
337
Phoenix Financial
Israel
$243K +$232K +5,333 New
E
338
Ergoteles
New York
$236K +$226K +5,191 New
AWM
339
AE Wealth Management
Kansas
$234K +$224K +5,139 New
SC
340
Searle & Co
Connecticut
$232K +$222K +5,100 New
CIAS
341
Capital Investment Advisory Services
North Carolina
$232K +$222K +5,094 New
TRCT
342
Tower Research Capital (TRC)
New York
$230K -$659K -15,143 -75%
JSW
343
Journey Strategic Wealth
New Jersey
$229K -$92.1K -2,116 -30%
EI
344
Ethic Inc
New York
$228K +$219K +5,022 New
MAM
345
Monaco Asset Management
Monaco
$227K -$4.57M -105,000 -95%
FA
346
Fiducient Advisors
Illinois
$225K +$215K +4,950 New
KPF
347
K2 Principal Fund
Ontario, Canada
$221K -$1.31M -30,141 -86%
KeyBank National Association
348
KeyBank National Association
Ohio
$220K +$210K +4,831 New
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$216K +$207K +4,751 New
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$216K -$109K -2,500 -34%

AA Hedge Fund Activity: Q4 2022 in Review

502 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2022, worth a combined $6.51B — up 36% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AA positions and 81 closed out — a net gain of 7 holders — while 138 added to existing stakes and 191 trimmed.

The largest buyer was DZ Bank, adding an estimated $195M. The largest seller was Renaissance Technologies, cutting an estimated $100M.

  • 502 institutional investors held Alcoa (AA) as of Q4 2022, down from 504 in Q3 2022.
  • Funds reported $6.51B of Alcoa stock for Q4 2022, up 36% quarter-over-quarter.
  • 88 funds opened new Alcoa positions in Q4 2022 and 81 closed out, a net change of +7 holders.
  • The largest Alcoa buyer in Q4 2022 was DZ Bank, an estimated $195M added.
  • The largest Alcoa seller in Q4 2022 was Renaissance Technologies, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2022.