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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
IA
326
IFP Advisors
Florida
$13.7K -$17.5K -558 -54%
DMBA
327
Deseret Mutual Benefit Administrators
Utah
$13.3K
AWM
328
Avior Wealth Management
Nebraska
$12.8K +$12.5K +400 +1,026%
ST
329
Smithfield Trust
Pennsylvania
$12K
EWA
330
EverSource Wealth Advisors
Alabama
$11.7K +$2.88K +92 +30%
SR
331
Syntax Research
Florida
$11.6K +$12.6K +401 New
RFA
332
Register Financial Advisors
Georgia
$11.3K -$1.16K -37 -9%
GWSG
333
GPS Wealth Strategies Group
Colorado
$9.59K
C
334
Covestor
United Kingdom
$9K +$3.57K +114 +63%
TCPG
335
Trivant Custom Portfolio Group
California
$8.72K
CA
336
Clearstead Advisors
Ohio
$8.52K +$9.19K +293 New
CHA
337
Carmichael Hill & Associates
Maryland
$8.05K
NS
338
NBC Securities
Alabama
$8K +$8.84K +282 New
HIA
339
Harbor Investment Advisory
Maryland
$7.67K
SVCP
340
Silicon Valley Capital Partners
California
$7.44K +$31 +1 +0.4%
KFI
341
Key Financial Inc
Pennsylvania
$7.38K
PWMG
342
Prestige Wealth Management Group
New Jersey
$7.29K -$533 -17 -6%
AWM
343
Atticus Wealth Management
Florida
$7.26K
TSW
344
Thompson Siegel & Walmsley
Virginia
$7K
KSWA
345
Kathleen S. Wright Associates
Pennsylvania
$6.45K +$6.96K +222 New
HL
346
HeadInvest LLC
Maine
$6.4K +$6.96K +222 New
PTC
347
Private Trust Company
Ohio
$6.25K +$1.13K +36 +20%
SIC
348
SJS Investment Consulting
Ohio
$6.04K -$408 -13 -6%
GKIM
349
GW&K Investment Management
Massachusetts
$6K +$5.96K +190 New
PWA
350
Provenance Wealth Advisors
Florida
$5.81K +$6.27K +200 New

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.