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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
Canada Pension Plan Investment Board
451
Canada Pension Plan Investment Board
Ontario, Canada
$145K +$18.6K +915 +17%
SF
452
Synovus Financial
Georgia
$145K +$40.8K +2,007 +47%
Toronto Dominion Bank
453
Toronto Dominion Bank
Ontario, Canada
$144K -$256K -12,572 -67%
SIC
454
Shoker Investment Counsel
Ohio
$144K -$2.46K -121 -2%
BTS
455
BB&T Securities
Virginia
$142K -$17.9K -878 -12%
FT
456
Fiduciary Trust
Massachusetts
$142K +$2.3K +113 +2%
BHBT
457
Burke & Herbert Bank & Trust
Virginia
$142K +$125K +6,148 New
HFS
458
HL Financial Services
Kentucky
$140K -$28K -1,376 -18%
CWM
459
Concert Wealth Management
California
$140K -$27.8K -1,368 -18%
AIS
460
Accurate Investment Solutions
Pennsylvania
$137K +$75.6K +3,715 +166%
Federated Hermes
461
Federated Hermes
Pennsylvania
$136K -$208K -10,218 -63%
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K
PTC
463
Petrus Trust Company
Texas
$133K +$117K +5,771 New
RBC
464
Ronald Blue & Co
Georgia
$133K +$118K +5,786 New
IH
465
IFC Holdings
Florida
$131K -$6.74K -331 -6%
AIM
466
Assured Investment Management
New York
$131K +$115K +5,673 New
Brown Advisory
467
Brown Advisory
Maryland
$128K +$113K +5,563 New
BB
468
Busey Bank
Illinois
$123K +$13.3K +652 +14%
CNBT
469
Canandaigua National Bank & Trust
New York
$122K +$108K +5,310 New
Jennison Associates
470
Jennison Associates
New York
$121K -$867K -42,609 -89%
AFP
471
Ausdal Financial Partners
Iowa
$121K +$12K +588 +13%
IIM
472
Ivory Investment Management
New York
$118K -$58.1M -2,854,696 -100%
Calamos Advisors
473
Calamos Advisors
Illinois
$118K +$104K +5,119 New
MHS
474
M Holdings Securities
Oregon
$115K -$6.59K -324 -6%
Axa
475
Axa
France
$115K +$102K +4,994 New

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.