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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
EDRH
376
Edmond de Rothschild Holding
Switzerland
$15K -$34.6K -757 -73%
CHC
377
City Holding Co
West Virginia
$15K
BGIM
378
Brandywine Global Investment Management
Pennsylvania
$15K +$2.47K +54 +25%
JWA
379
JFS Wealth Advisors
Pennsylvania
$14K
WA
380
Winfield Associates
Ohio
$14K
LFA
381
Legacy Financial Advisors
Kentucky
$14K +$12.3K +268 New
CFA
382
Carroll Financial Associates
North Carolina
$13K
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$13K
CA
384
Crewe Advisors
Utah
$13K +$11.4K +250 New
RFA
385
Reilly Financial Advisors
California
$12K
ST
386
Smithfield Trust
Pennsylvania
$12K
PGWM
387
Parisi Gray Wealth Management
New Jersey
$12K +$10.2K +222 New
MFT
388
Moisand Fitzgerald Tamayo
Florida
$11K
OIA
389
OneDigital Investment Advisors
Kansas
$11K
GRP
390
Global Retirement Partners
California
$11K +$3.57K +78 +64%
AWM
391
Aevitas Wealth Management
Massachusetts
$11K +$9.65K +211 New
ASN
392
Advisory Services Network
Georgia
$10K
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SNT
394
Security National Trust
West Virginia
$10K
TWA
395
TCI Wealth Advisors
Arizona
$10K
VCM
396
Versant Capital Management
Arizona
$10K
WA
397
WealthTrust-Arizona
Arizona
$10K
CAW
398
Cornerstone Advisors (Washington)
Washington
$9K
EFSCE
399
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
MRCM
400
M&R Capital Management
New Jersey
$9K

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.