We are live on ! Find out more

440 hedge funds and large institutions have $5.06B invested in Alcoa in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 135

3% less funds holding

Funds holding: 453440 (-13)

4.65% less ownership

Funds ownership: 87.94%83.29% (-4.6%)

5% less capital invested

Capital invested by funds: $5.33B → $5.06B (-$274M)

16% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 69

24% less call options, than puts

Call options by funds: $453M | Put options by funds: $597M

Holders
440
Holders Change
-13
Holders Change %
-2.87%
% of All Funds
6.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
58
Increased
154
Reduced
135
Closed
69
Calls
$453M
Puts
$597M
Net Calls
-$144M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
376
Princeton Global Asset Management
New Jersey
$3.75K
PS
377
Principal Securities
Iowa
$3.65K +$1.05K +36 +50%
NRG
378
Nemes Rush Group
Michigan
$3.52K
FCA
379
FinTrust Capital Advisors
South Carolina
$3.48K +$2.34K +80 +348%
CTC
380
Central Trust Company
Missouri
$3.38K
NF
381
Norwood Financial
Pennsylvania
$3.38K
SAM
382
Smartleaf Asset Management
Massachusetts
$3.35K +$2.19K +75 +288%
CPA
383
Clear Point Advisors
New York
$3.25K
IA
384
IFP Advisors
Florida
$3.21K +$1.11K +38 +67%
VNA
385
Valley National Advisers
Pennsylvania
$3K -$585 -20 -16%
CSC
386
Caldwell Sutter Capital
California
$2.88K
BIA
387
Bell Investment Advisors
California
$2.77K +$497 +17 +26%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$2.64K
GI
389
GAMMA Investing
California
$2.57K +$1.58K +54 +245%
CFD
390
Creative Financial Designs
Indiana
$2.46K +$790 +27 +59%
HC
391
Hoese & Co
Minnesota
$2.39K
CA
392
Continuum Advisory
Idaho
$2.06K +$1.61K +55 New
CQS
393
Credential Qtrade Securities
$2.03K
TFGT
394
TS Financial Group (TSFG)
Illinois
$2K
MSG
395
Main Street Group
Virginia
$1.99K +$994 +34 +136%
CT
396
Caldwell Trust
Florida
$1.96K
BC
397
Barrett & Company
Rhode Island
$1.94K
SIS
398
Sound Income Strategies
Florida
$1.88K +$29 +1 +2%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.82K
CT
400
Clearstead Trust
Maine
$1.79K

AA Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2024, worth a combined $5.06B — down 5.1% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AA and 58 opened new positions — a net loss of 11 holders — while 135 trimmed existing stakes and 154 added.

The largest buyer was L1 Capital, opening a new position worth an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $235M.

  • 440 institutional investors held Alcoa (AA) as of Q1 2024, down from 453 in Q4 2023.
  • Funds reported $5.06B of Alcoa stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 58 funds opened new Alcoa positions in Q1 2024 and 69 closed out, a net change of -11 holders.
  • The largest Alcoa buyer in Q1 2024 was L1 Capital, an estimated $64M added.
  • The largest Alcoa seller in Q1 2024 was Morgan Stanley, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2024.