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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
351
Itau Unibanco Holding S.A.
Brazil
-$14K -609 Closed
BCWM
352
Bartlett & Co Wealth Management
Ohio
-$8.33K -415 Closed
WCM
353
Whitener Capital Management
North Carolina
-$7K -377 Closed
BWM
354
BerganKDV Wealth Management
Minnesota
-$6K -318 Closed
AIC
355
Ameritas Investment Company
Nebraska
-$6K -288 Closed
CA
356
Crewe Advisors
Utah
-$5K -250 Closed
MFT
357
Moisand Fitzgerald Tamayo
Florida
-$4K -200 Closed
CIAS
358
Capital Investment Advisory Services
North Carolina
-$3K -152 Closed
TRCT
359
Tower Research Capital (TRC)
New York
-$3K -143 Closed
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
-$2K -111 Closed
GI
361
Gradient Investments
Minnesota
-$1.86K -90 -89%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
-$1.01K -49 -69%
TC
363
Truvestments Capital
Florida
-$1K -44 Closed
CFB
364
Cullen/Frost Bankers
Texas
-$1K -36 Closed
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
-$373 -18 -53%
PWMG
366
Prestige Wealth Management Group
New Jersey
-$228 -11 -50%
VCM
367
Versant Capital Management
Arizona
-$145 -7 -64%
ATC
368
Adirondack Trust Company
New York
-$41 -2 -29%
SHWM
369
Silicon Hills Wealth Management
Texas
+$21 +1 New
PA
370
Procyon Advisors
Connecticut
+$83 +4 New
CWP
371
CFM Wealth Partners
Texas
+$228 +11 New
LPWM
372
Lake Point Wealth Management
Texas
+$228 +11 New
FWM
373
Filbrandt Wealth Management
Wisconsin
+$683 +33 New
CCA
374
Column Capital Advisors
Indiana
+$725 +35 New

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.