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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
JCM
351
Jacobi Capital Management
Pennsylvania
$31K
K
352
Kemper
Illinois
$31K
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$31K +$26.7K +584 New
CTC
354
Central Trust Company
Missouri
$30K
SFFS
355
Stonehage Fleming Financial Services
Jersey
$30K
IUHSA
356
Itau Unibanco Holding S.A.
Brazil
$28K -$54.3K -1,188 -69%
WT
357
Whittier Trust
California
$26K
AIL
358
AGF Investments LLC
Ontario, Canada
$26K +$11.7K +255 +111%
APA
359
American Portfolios Advisors
New York
$25.9K +$22K +481 New
CB
360
Community Bank
New York
$24K -$1.46K -32 -7%
STA
361
Summit Trail Advisors
New York
$24K +$20.9K +458 New
CM
362
CoreCommodity Management
Connecticut
$23K -$593K -12,966 -97%
AF
363
Arrow Financial
New York
$23K
First Manhattan
364
First Manhattan
New York
$23K
BC
365
Bartlett & Co
Ohio
$22K
PA
366
Parallel Advisors
California
$22K +$10.9K +238 +134%
PWM
367
Perigon Wealth Management
California
$21K
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$20K +$4.94K +108 +41%
AIM
369
Advantage Investment Management
Iowa
$20K +$16.6K +364 New
AIM
370
Arcadia Investment Management
Michigan
$19K
VIA
371
Vantage Investment Advisors
Pennsylvania
$19K
WEC
372
Winslow Evans & Crocker
Massachusetts
$18.9K
FNB
373
Farmers National Bank
Kentucky
$18K +$15.1K +331 New
HMS
374
Hanseatic Management Services
New Mexico
$17K -$17.4K -381 -54%
AssetMark Inc
375
AssetMark Inc
California
$17K +$14K +306 +4,371%

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.