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414 hedge funds and large institutions have $4.13B invested in Alcoa in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

1.55% less ownership

Funds ownership: 81.28%79.73% (-1.6%)

8% less funds holding

Funds holding: 450414 (-36)

16% less capital invested

Capital invested by funds: $4.92B → $4.13B (-$786M)

38% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 82

42% less call options, than puts

Call options by funds: $349M | Put options by funds: $605M

Holders
414
Holders Change
-36
Holders Change %
-8%
% of All Funds
6.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
51
Increased
140
Reduced
152
Closed
82
Calls
$349M
Puts
$605M
Net Calls
-$256M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
401
RFP Financial Group
Georgia
$378
PB
402
Pinnacle Bancorp
Nebraska
$378 +$408 +13 New
MCA
403
Maryland Capital Advisors
Maryland
$349
PPWM
404
PFG Private Wealth Management
Florida
$324 +$345 +11 New
ME
405
McIlrath & Eck
Washington
$320
SIC
406
Salem Investment Counselors
North Carolina
$320
CA
407
Crewe Advisors
Utah
$320 +$94 +3 +38%
FGA
408
Fortis Group Advisors
New Jersey
$320 +$345 +11 New
SL
409
Salomon & Ludwin
Virginia
$291 +$314 +10 New
TWP
410
TFO Wealth Partners
Ohio
$204
UFF
411
USA Financial Formulas
Michigan
$203
KFS
412
Kelly Financial Services
Massachusetts
$145
GI
413
Gradient Investments
Minnesota
$58
Aviva
414
Aviva
United Kingdom
-$18.7M -550,065 Closed
IUHSA
415
Itau Unibanco Holding S.A.
Brazil
-$13.5M -398,000 Closed
Sumitomo Mitsui Trust Group
416
Sumitomo Mitsui Trust Group
Japan
-$12.8M -375,801 Closed
Qube Research & Technologies (QRT)
417
Qube Research & Technologies (QRT)
United Kingdom
-$10.2M -326,622 Closed
CS
418
Clear Street
New York
-$8.48M -250,000 Closed
CSS
419
Cubist Systematic Strategies
Connecticut
-$7.72M -246,121 Closed
WorldQuant Millennium Advisors
420
WorldQuant Millennium Advisors
New York
-$6.87M -202,496 Closed
JWM
421
Jessup Wealth Management
Ohio
-$5.79M -170,761 Closed
QC
422
Quadrature Capital
United Kingdom
-$4.53M -133,494 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.24M -125,000 Closed
Mitsubishi UFJ Trust & Banking
424
Mitsubishi UFJ Trust & Banking
Japan
-$3.66M -107,833 Closed
PFPT
425
Pinnacle Financial Partners (Tennessee)
Tennessee
-$3.08M -90,825 Closed

AA Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2023, worth a combined $4.13B — down 16% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AA and 51 opened new positions — a net loss of 31 holders — while 152 trimmed existing stakes and 140 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $69.1M. The largest seller was Franklin Resources, cutting an estimated $93.8M.

  • 414 institutional investors held Alcoa (AA) as of Q3 2023, down from 450 in Q2 2023.
  • Funds reported $4.13B of Alcoa stock for Q3 2023, down 16% quarter-over-quarter.
  • 51 funds opened new Alcoa positions in Q3 2023 and 82 closed out, a net change of -31 holders.
  • The largest Alcoa buyer in Q3 2023 was Slate Path Capital, an estimated $69.1M added.
  • The largest Alcoa seller in Q3 2023 was Franklin Resources, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2023.