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Alcoa
AA

467 hedge funds and large institutions have $8.67B invested in Alcoa in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 145 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 112

23% more capital invested

Capital invested by funds: $7.06B → $8.67B (+$1.61B)

14% more funds holding

Funds holding: 411 → 467 (+56)

4.79% more ownership

Funds ownership: 82.25% → 87.03% (+4.8%)

7% more call options, than puts

Call options by funds: $205M | Put options by funds: $192M

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
467
Holders Change
+56
Holders Change %
+13.63%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
106
Increased
145
Reduced
112
Closed
48
Calls
$205M
Puts
$192M
Net Calls
+$13M
Net Calls Change
-$121M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$540M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$163M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$101M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$82.1M
5
Norges Bank
Norges Bank
Norway
+$78.1M

Top Sellers

Rank Fund Capital Flow
1
EM
Elliott Management
New York
-$248M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$126M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$102M
5
JIM
Jupiter Investment Management
United Kingdom
-$96.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
426
MGO One Seven
Ohio
$3K +$2.74K +60 New
BWA
427
BDO Wealth Advisors
Florida
$2K -$1.83K -40 -50%
FWM
428
Focused Wealth Management
New York
$2K – – –
GAM
429
Gemmer Asset Management
California
$2K – – –
LWCFA
430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
MFW
431
Mosaic Family Wealth
Missouri
$2K – – –
OC
432
Oakworth Capital
Alabama
$2K – – –
PMFA
433
Plante Moran Financial Advisors
Michigan
$2K – – –
VFA
434
Valeo Financial Advisors
Indiana
$2K – – –
YWP
435
YorkBridge Wealth Partners
New York
$2K – – –
ME
436
McIlrath & Eck
Washington
$2K +$1.83K +40 New
GFP
437
Gryphon Financial Partners
Ohio
$2K +$2.01K +44 New
ECM
438
Estabrook Capital Management
New York
$1.19K – – –
BWM
439
Baystate Wealth Management
Massachusetts
$1K – – –
CWM
440
Cranbrook Wealth Management
Michigan
$1K – – –
HT
441
Heritage Trust
Oklahoma
$1K – – –
LC
442
Landaas & Company
Wisconsin
$1K – – –
OFW
443
Omnia Family Wealth
Florida
$1K – – –
PFBT
444
Parkside Financial Bank & Trust
Missouri
$1K – – –
SFSIG
445
San Francisco Sentry Investment Group
California
$1K – – –
SBL
446
Sargent Bickham Lagudis
Colorado
$1K – – –
SIAS
447
Shine Investment Advisory Services
Colorado
$1K – – –
TC
448
Trust Company
Kansas
$1K – – –
VNA
449
Valley National Advisers
Pennsylvania
$1K – – –
WAS
450
Winch Advisory Services
Wisconsin
$1K – – –
16 17
18
19 20

AA Hedge Fund Activity: Q4 2017 in Review

467 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2017, worth a combined $8.67B — up 23% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AA positions and 48 closed out — a net gain of 58 holders — while 145 added to existing stakes and 112 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $540M. The largest seller was Elliott Management, cutting an estimated $248M.

  • 467 institutional investors held Alcoa (AA) as of Q4 2017, up from 411 in Q3 2017.
  • Funds reported $8.67B of Alcoa stock for Q4 2017, up 23% quarter-over-quarter.
  • 106 funds opened new Alcoa positions in Q4 2017 and 48 closed out, a net change of +58 holders.
  • The largest Alcoa buyer in Q4 2017 was Capital World Investors, an estimated $540M added.
  • The largest Alcoa seller in Q4 2017 was Elliott Management, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2017.