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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
FCT
451
First Community Trust
Iowa
$5.41K
CFGS
452
Concourse Financial Group Securities
Alabama
$5.32K
WTC
453
WhitTier Trust Company
Nevada
$5.02K
SFG
454
Steward Financial Group
Texas
$5K +$3.52K +73 +138%
CFB
455
Cullen/Frost Bankers
Texas
$4.77K +$5.4K +112 New
KM
456
Kalos Management
Georgia
$4.72K +$5.35K +111 New
PFBT
457
Parkside Financial Bank & Trust
Missouri
$4.47K +$4K +83 +377%
HC
458
Hoese & Co
Minnesota
$4.3K
FFA
459
Farther Finance Advisors
California
$4.04K -$530 -11 -10%
BWM
460
Baystate Wealth Management
Massachusetts
$3.97K +$4.48K +93 New
BIA
461
Bell Investment Advisors
California
$3.92K -$1.83K -38 -29%
BWM
462
BerganKDV Wealth Management
Minnesota
$3.87K
CT
463
Caldwell Trust
Florida
$3.62K
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$3.53K
RDIA
465
RE Dickinson Investment Advisors
Iowa
$3K +$48 +1 +1%
LWP
466
Lumature Wealth Partners
Georgia
$2.81K
SIS
467
Sound Income Strategies
Florida
$2.81K
CQS
468
Credential Qtrade Securities
$2.55K
AF
469
Advisornet Financial
Minnesota
$2.47K +$771 +16 +38%
BC
470
Barrett & Company
Rhode Island
$2.41K -$2.7K -56 -50%
SC
471
Schubert & Co
Texas
$2.34K -$96 -2 -4%
CT
472
Clearstead Trust
Maine
$2.26K
FHA
473
First Horizon Advisors
Tennessee
$2.17K +$1.25K +26 +104%
MSFP
474
Mark Sheptoff Financial Planning
Connecticut
$2.15K
WT
475
Whittier Trust
California
$2.08K

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.