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519 hedge funds and large institutions have $8.77B invested in Alcoa in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 162 increasing their positions, 209 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $545M | Put options by funds: $244M

3% more capital invested

Capital invested by funds: $8.52B → $8.77B (+$259M)

1.61% less ownership

Funds ownership: 29.07%27.46% (-1.6%)

15% less funds holding

Funds holding: 611519 (-92)

22% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 209

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

59% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 140

Holders
519
Holders Change
-92
Holders Change %
-15.06%
% of All Funds
13.85%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
57
Increased
162
Reduced
209
Closed
140
Calls
$545M
Puts
$244M
Net Calls
+$301M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
451
Guardian Life Insurance
New York
$50K -$122 -5 -0.2%
KKAMG
452
Kernodle & Katon Asset Management Group
Arkansas
$50K +$46K +1,886 New
OC
453
Oakworth Capital
Alabama
$45K -$658 -27 -1%
CTC
454
Central Trust Company
Missouri
$45K
JIC
455
Joel Isaacson & Co
New York
$41K
CBT
456
Central Bank & Trust
Kentucky
$40K
TRCT
457
Tower Research Capital (TRC)
New York
$36K -$341K -13,977 -90%
MIP
458
Mondrian Investment Partners
United Kingdom
$36K
SAMC
459
Shinko Asset Management Company
Japan
$36K
PWM
460
Perigon Wealth Management
California
$35K +$35.5K +1,457 New
AIM
461
Advantage Investment Management
Iowa
$33K
WEC
462
Winslow Evans & Crocker
Massachusetts
$31.9K
ARMC
463
American Research & Management Company
Massachusetts
$30K -$3.05K -125 -9%
JCM
464
Jacobi Capital Management
Pennsylvania
$28K
JWA
465
JFS Wealth Advisors
Pennsylvania
$27K +$3.1K +127 +13%
CHC
466
City Holding Co
West Virginia
$25K
FIB
467
First Interstate Bank
Montana
$24K
AA
468
Apriem Advisors
California
$24K +$73 +3 +0.3%
CFA
469
Carroll Financial Associates
North Carolina
$21K -$6K -246 -22%
S
470
SignatureFD
Georgia
$20K -$12.5K -511 -39%
VIA
471
Vantage Investment Advisors
Pennsylvania
$20K
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$20K +$2.22K +91 +12%
JFA
473
JNBA Financial Advisors
Minnesota
$20K +$15.6K +640 +364%
M
474
MOTCO
Texas
$19K -$4.05K -166 -17%
WA
475
Winfield Associates
Ohio
$19K

AA Hedge Fund Activity: Q3 2016 in Review

519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2016, worth a combined $8.77B — up 3% from $8.52B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of AA and 57 opened new positions — a net loss of 83 holders — while 209 trimmed existing stakes and 162 added.

The largest buyer was Morgan Stanley, adding an estimated $58.2M. The largest seller was Slate Path Capital, exiting entirely with an estimated $65.3M sold.

  • 519 institutional investors held Alcoa (AA) as of Q3 2016, down from 611 in Q2 2016.
  • Funds reported $8.77B of Alcoa stock for Q3 2016, up 3% quarter-over-quarter.
  • 57 funds opened new Alcoa positions in Q3 2016 and 140 closed out, a net change of -83 holders.
  • The largest Alcoa buyer in Q3 2016 was Morgan Stanley, an estimated $58.2M added.
  • The largest Alcoa seller in Q3 2016 was Slate Path Capital, an estimated $65.3M sold.

Based on aggregated 13F filings for Q3 2016.