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517 hedge funds and large institutions have $6.23B invested in Alcoa in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 159 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

3% more funds holding

Funds holding: 502517 (+15)

5% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 159

0.46% less ownership

Funds ownership: 82.58%82.11% (-0.46%)

4% less capital invested

Capital invested by funds: $6.51B → $6.23B (-$282M)

34% less call options, than puts

Call options by funds: $422M | Put options by funds: $637M

Holders
517
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
95
Increased
167
Reduced
159
Closed
69
Calls
$422M
Puts
$637M
Net Calls
-$215M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
376
Ostrum Asset Management
France
$120K +$136K +2,831 New
MWM
377
Mascoma Wealth Management
New Hampshire
$118K
SSB
378
Sandy Spring Bank
Maryland
$114K -$19.1K -397 -13%
CCM
379
Chilton Capital Management
Texas
$107K +$121K +2,505 New
PCIG
380
Partners Capital Investment Group
Massachusetts
$102K
PI
381
PineBridge Investments
New York
$97.3K
PI
382
PEAK6 Investments
Illinois
$90.8K -$3.39M -70,380 -97%
VWM
383
Venturi Wealth Management
Texas
$87.5K +$99.1K +2,055 New
TF
384
Tompkins Financial
New York
$85.1K
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$79.1K -$22.2K -460 -20%
SCA
386
Stonebridge Capital Advisors
Minnesota
$76.6K
SFM
387
Systematic Financial Management
New Jersey
$73.9K +$83.7K +1,737 New
NA
388
NewEdge Advisors
Louisiana
$73.8K -$29.8K -618 -26%
GWM
389
Geneos Wealth Management
Colorado
$71.4K +$41K +851 +103%
HT
390
Headlands Technologies
Illinois
$67.4K +$76.4K +1,584 New
S
391
SignatureFD
Georgia
$65.5K +$2.02K +42 +3%
QCG
392
Quadrant Capital Group
Ohio
$61.6K +$289 +6 +0.4%
IA
393
IFP Advisors
Florida
$56.2K -$289 -6 -0.5%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$53K +$7.42K +154 +14%
FCA
395
FinTrust Capital Advisors
South Carolina
$51.1K
CBT
396
Central Bank & Trust
Kentucky
$50.3K -$4.34K -90 -7%
LC
397
Lindbrook Capital
California
$47.7K -$9.21K -191 -15%
IRAG
398
Investment Research & Advisory Group
Georgia
$43.4K
MC
399
Machina Capital
France
$38.3K +$43.4K +900 New
PA
400
Parallel Advisors
California
$37.9K -$3.33K -69 -7%

AA Hedge Fund Activity: Q1 2023 in Review

517 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2023, worth a combined $6.23B — down 4.3% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AA positions and 69 closed out — a net gain of 26 holders — while 167 added to existing stakes and 159 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 517 institutional investors held Alcoa (AA) as of Q1 2023, up from 502 in Q4 2022.
  • Funds reported $6.23B of Alcoa stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 95 funds opened new Alcoa positions in Q1 2023 and 69 closed out, a net change of +26 holders.
  • The largest Alcoa buyer in Q1 2023 was Bank of New York Mellon, an estimated $209M added.
  • The largest Alcoa seller in Q1 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.