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609 hedge funds and large institutions have $8.81B invested in Alcoa in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 204 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $537M | Put options by funds: $399M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

6% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 204

0.42% more ownership

Funds ownership: 29.16%29.58% (+0.42%)

1% less funds holding

Funds holding: 614609 (-5)

3% less capital invested

Capital invested by funds: $9.04B → $8.81B (-$229M)

Holders
609
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
16.23%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
94
Increased
217
Reduced
204
Closed
88
Calls
$537M
Puts
$399M
Net Calls
+$138M
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
401
Lodestar Investment Counsel
Illinois
$235K +$28.2K +1,387 +16%
AIP
402
Ameritas Investment Partners
Nebraska
$234K
HA
403
Heartland Advisors
Wisconsin
$231K -$2.34M -115,203 -92%
UB
404
UMB Bank
Missouri
$231K -$7.29K -358 -3%
WA
405
WFG Advisors
Texas
$231K -$6.17K -303 -3%
Pacer Advisors
406
Pacer Advisors
Pennsylvania
$231K +$12.5K +612 +6%
ICAS
407
Investors Capital Advisory Services
Massachusetts
$230K -$41.2K -2,027 -17%
GWM
408
Greenwich Wealth Management
Connecticut
$230K
WAM
409
Weatherly Asset Management
California
$229K
VFA
410
Voya Financial Advisors
Connecticut
$225K +$2.54K +125 +1%
CM
411
CoreCommodity Management
Connecticut
$225K +$199K +9,785 New
LA
412
Lynch & Associates
Indiana
$223K -$9.44K -464 -5%
SCM
413
Sterneck Capital Management
Missouri
$214K -$196K -9,635 -51%
Nomura Holdings
414
Nomura Holdings
Japan
$210K -$2.87M -140,955 -94%
SMC
415
Smith, Moore & Co
Missouri
$208K +$4.23K +208 +2%
PWAP
416
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$183K +9,001 New
VF
417
Virtu Financial
New York
$205K +$181K +8,909 New
TH
418
TCTC Holdings
Texas
$204K
VRS
419
Virginia Retirement System
Virginia
$204K +$180K +8,840 New
GA
420
Geneva Advisors
Illinois
$198K +$17.4K +856 +11%
W
421
Wealthfront
California
$194K -$53K -2,604 -24%
CA
422
Cetera Advisors
Colorado
$194K +$4.11K +202 +2%
AF
423
Allworth Financial
California
$192K
Fayez Sarofim & Co
424
Fayez Sarofim & Co
Texas
$192K
SBWM
425
Sunflower Bank Wealth Management
Arizona
$192K

AA Hedge Fund Activity: Q1 2016 in Review

609 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2016, worth a combined $8.81B — down 2.5% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AA positions and 88 closed out — a net gain of 6 holders — while 217 added to existing stakes and 204 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $95.4M.

  • 609 institutional investors held Alcoa (AA) as of Q1 2016, down from 614 in Q4 2015.
  • Funds reported $8.81B of Alcoa stock for Q1 2016, down 2.5% quarter-over-quarter.
  • 94 funds opened new Alcoa positions in Q1 2016 and 88 closed out, a net change of +6 holders.
  • The largest Alcoa buyer in Q1 2016 was HSBC Holdings, an estimated $110M added.
  • The largest Alcoa seller in Q1 2016 was JP Morgan Chase, an estimated $95.4M sold.

Based on aggregated 13F filings for Q1 2016.