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538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Wilmington Trust
Delaware
$283K -$43.6K -1,965 -15%
AB
352
Amalgamated Bank
New York
$282K -$2.37K -107 -1%
ICOA
353
Investment Centers of America
North Dakota
$281K -$67.6K -3,049 -18%
ARMT
354
Amica Retiree Medical Trust
Rhode Island
$281K +$244K +11,000 New
SC
355
Scotia Capital
Ontario, Canada
$280K -$108K -4,865 -31%
B
356
Baird
Wisconsin
$278K -$75.7K -3,416 -24%
PAM
357
PartnerRe Asset Management
Connecticut
$274K -$13.9K -629 -6%
BMC
358
Benin Management Corp
Connecticut
$272K -$12.9K -582 -5%
WA
359
WFG Advisors
Texas
$272K -$12.1K -546 -5%
WP
360
WMS Partners
Maryland
$272K +$5.25K +237 +2%
AMM
361
American Money Management
California
$272K +$236K +10,633 New
GCP
362
GSA Capital Partners
United Kingdom
$271K -$140K -6,315 -37%
Allianz Asset Management
363
Allianz Asset Management
Germany
$266K -$88K -3,971 -28%
CA
364
Cullinan Associates
Kentucky
$266K
PI
365
Pettee Investors
Connecticut
$264K +$229K +10,320 New
BCM
366
Becker Capital Management
Oregon
$260K -$4.19K -189 -2%
WTIM
367
Wilmington Trust Investment Management
Delaware
$256K
PC
368
Permit Capital
Pennsylvania
$256K +$20.5K +924 +10%
LIA
369
LS Investment Advisors
Michigan
$256K +$157K +7,083 +240%
M&T Bank
370
M&T Bank
New York
$253K -$22.1K -999 -9%
Macquarie Group
371
Macquarie Group
Australia
$252K +$141K +6,367 +182%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$252K +$219K +9,873 New
HA
373
Heartland Advisors
Wisconsin
$251K +$65.7K +2,963 +43%
Toronto Dominion Bank
374
Toronto Dominion Bank
Ontario, Canada
$245K +$43.3K +1,952 +25%
CIG
375
Consolidated Investment Group
Colorado
$245K +$213K +9,588 New

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.