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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
IAIM
401
Industrial Alliance Investment Management
Quebec, Canada
$37K +$41.5K +860 New
BAAM
402
Baker Avenue Asset Management
California
$36.2K +$41K +850 New
SWM
403
Spire Wealth Management
Virginia
$35.4K +$9.69K +201 +32%
ETC
404
Exchange Traded Concepts
Oklahoma
$33.7K -$72.5K -1,505 -66%
RDFA
405
Ritter Daniher Financial Advisory
Ohio
$31.2K
IGWM
406
ICA Group Wealth Management
Colorado
$29.7K
JAM
407
JCIC Asset Management
Ontario, Canada
$29.4K
BTI
408
Blue Trust Inc
Georgia
$29K -$4.29K -89 -12%
BFEC
409
Benjamin F. Edwards & Company
Missouri
$29K
WIM
410
Westside Investment Management
California
$27.8K
HGERS
411
Householder Group Estate & Retirement Specialist
Arizona
$25K -$17.6K -366 -38%
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$24K +$2.12K +44 +9%
SS
413
Sunbelt Securities
Texas
$23.2K +$26.8K +555 New
BWAM
414
Boyd Watterson Asset Management
Ohio
$22.9K
BBHC
415
Brown Brothers Harriman & Co
New York
$22.2K
TFM
416
TFC Financial Management
Massachusetts
$21.3K +$24.1K +500 New
RI
417
Ridgewood Investments
New Jersey
$21K +$23.8K +493 New
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.1K
TWA
419
TCI Wealth Advisors
Arizona
$20K -$48 -1 -0.2%
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$19.5K
ASN
421
Advisory Services Network
Georgia
$18.4K -$12.9K -267 -38%
RFA
422
Register Financial Advisors
Georgia
$18.1K
AAS
423
Ameritas Advisory Services
Nebraska
$18.1K +$22.4K +465 New
HNB
424
Huntington National Bank
Ohio
$14.2K +$4.15K +86 +35%
GWSG
425
GPS Wealth Strategies Group
Colorado
$14K +$15.9K +330 New

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.