We are live on ! Find out more

538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
FB
401
Fulton Bank
Pennsylvania
$188K -$39.7K -1,789 -20%
HCM
402
Highbridge Capital Management
New York
$187K -$666K -30,020 -80%
Truist Financial
403
Truist Financial
North Carolina
$185K -$47.7K -2,153 -23%
WCM
404
Windsor Capital Management
Arizona
$183K +$65.6K +2,961 +71%
ACM
405
Alpha Capital Management
Texas
$177K
BG
406
Bollard Group
Massachusetts
$172K +$149K +6,722 New
CM
407
CoreCommodity Management
Connecticut
$170K -$5.28K -238 -3%
TC
408
TFS Capital
Pennsylvania
$169K -$211K -9,495 -59%
MCM
409
McGlinn Capital Management
Pennsylvania
$169K
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$169K +$19.9K +897 +16%
BOH
411
Bank of Hawaii
Hawaii
$165K +$47.9K +2,160 +50%
CTA
412
Chesley Taft & Associates
Illinois
$161K
ClearBridge Investments
413
ClearBridge Investments
New York
$159K
KCM
414
Kornitzer Capital Management
Kansas
$159K +$138K +6,242 New
SF
415
Synovus Financial
Georgia
$157K +$92.3K +4,161 +208%
CCMG
416
Clark Capital Management Group
Pennsylvania
$157K +$136K +6,151 New
QSS
417
Quantitative Systematic Strategies
Florida
$157K +$138K +6,203 New
TCOTO
418
Trust Company of the Ozarks
Missouri
$156K
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$156K +$4.43K +200 +3%
HFS
420
HL Financial Services
Kentucky
$154K -$114K -5,130 -46%
FT
421
Fiduciary Trust
Massachusetts
$153K +$18.3K +824 +16%
CB
422
Chemical Bank
Michigan
$152K -$19.4K -874 -13%
BNP Paribas Asset Management
423
BNP Paribas Asset Management
France
$152K +$132K +5,942 New
TCM
424
Texan Capital Management
Texas
$151K -$19K -858 -13%
LK
425
Lumbard & Kellner
New Hampshire
$151K +$131K +5,909 New

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.