We are live on ! Find out more

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
LS
426
Livforsakringsbolaget Skandia
Sweden
$13.6K
TCPG
427
Trivant Custom Portfolio Group
California
$12.8K +$14.5K +300 New
ST
428
Smithfield Trust
Pennsylvania
$12K
CHA
429
Carmichael Hill & Associates
Maryland
$11.8K
PWMG
430
Prestige Wealth Management Group
New Jersey
$11.6K -$337 -7 -3%
HIA
431
Harbor Investment Advisory
Maryland
$11.2K +$675 +14 +6%
AA
432
AlphaMark Advisors
Kentucky
$11K
KFI
433
Key Financial Inc
Pennsylvania
$10.8K
AWM
434
Atticus Wealth Management
Florida
$10.6K
TSW
435
Thompson Siegel & Walmsley
Virginia
$10K
SIC
436
SJS Investment Consulting
Ohio
$9.75K -$578 -12 -5%
EWA
437
EverSource Wealth Advisors
Alabama
$9.45K +$10.7K +222 New
WIM
438
WealthPlan Investment Management
Nebraska
$8.94K +$10.1K +210 New
JWA
439
JFS Wealth Advisors
Pennsylvania
$8.85K +$1.54K +32 +18%
GCM
440
Gables Capital Management
Florida
$8.04K
C
441
Covestor
United Kingdom
$8K +$145 +3 +2%
PTC
442
Private Trust Company
Ohio
$7.62K -$771 -16 -8%
NF
443
Norwood Financial
Pennsylvania
$7.45K
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$7.45K +$7.13K +148 +548%
CFD
445
Creative Financial Designs
Indiana
$6.87K
DRS
446
Deane Retirement Strategies
Louisiana
$6.51K +$7.38K +153 New
BF
447
BOK Financial
Oklahoma
$6.3K +$7.13K +148 New
HBW
448
Hazlett, Burt & Watson
West Virginia
$6K
TFGT
449
TS Financial Group (TSFG)
Illinois
$6K
FFL
450
Financial Freedom LLC
Ohio
$5.42K

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.