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453 hedge funds and large institutions have $5.33B invested in Alcoa in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 141 increasing their positions, 136 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 58

29% more capital invested

Capital invested by funds: $4.13B → $5.33B (+$1.2B)

9% more funds holding

Funds holding: 414453 (+39)

8.22% more ownership

Funds ownership: 79.73%87.94% (+8.2%)

4% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 136

16% less call options, than puts

Call options by funds: $641M | Put options by funds: $765M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
453
Holders Change
+39
Holders Change %
+9.42%
% of All Funds
6.6%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
99
Increased
141
Reduced
136
Closed
58
Calls
$641M
Puts
$765M
Net Calls
-$123M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$41.6M +$14.8M +547,303 +81%
DLA
27
Douglas Lane & Associates
New York
$40.7M +$4.69M +173,367 +17%
Citadel Advisors
28
Citadel Advisors
Florida
$38.3M +$7.56M +279,368 +33%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$35.2M +$26M +959,655 +1,290%
Bank of America
30
Bank of America
North Carolina
$34.8M +$395K +14,606 +1%
UBS Group
31
UBS Group
Switzerland
$34.4M +$2.02M +74,767 +8%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$31.7M -$213K -7,862 -0.8%
Amundi
33
Amundi
France
$31.1M -$16.2M -597,615 -38%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$30.8M +$9.34M +345,004 +62%
MCM
35
Masters Capital Management
Georgia
$30.6M +$2.71M +100,000 +13%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$30.3M -$12.7M -470,985 -35%
ECA
37
Encompass Capital Advisors
New York
$27.4M +$21.8M +806,186 New
RJA
38
Raymond James & Associates
Florida
$27.2M +$21.1M +778,831 +3,731%
Renaissance Technologies
39
Renaissance Technologies
New York
$26.7M -$1.12M -41,304 -5%
SIG
40
Senator Investment Group
New York
$26.2M +$20.8M +769,207 New
Goldman Sachs
41
Goldman Sachs
New York
$25.9M +$9.17M +338,832 +80%
Walleye Trading
42
Walleye Trading
New York
$25.5M +$9.35M +345,441 +86%
Squarepoint
43
Squarepoint
New York
$24.9M -$10.7M -394,166 -35%
PI
44
PEAK6 Investments
Illinois
$23.9M +$19M +703,087 New
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.6M -$11.4M -420,074 -38%
JFG
46
Jefferies Financial Group
New York
$23.1M +$6.09M +225,051 +50%
Nomura Holdings
47
Nomura Holdings
Japan
$23M +$17.3M +641,116 +1,838%
Principal Financial Group
48
Principal Financial Group
Iowa
$22.3M -$81.7K -3,021 -0.5%
MAM
49
Monaco Asset Management
Monaco
$21.3M +$1.08M +40,000 +7%
HP
50
Hosking Partners
United Kingdom
$21.2M -$1.22M -45,249 -7%

AA Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2023, worth a combined $5.33B — up 29% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new AA positions and 58 closed out — a net gain of 41 holders — while 141 added to existing stakes and 136 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $309M. The largest seller was Theleme Partners, exiting entirely with an estimated $109M sold.

  • 453 institutional investors held Alcoa (AA) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $5.33B of Alcoa stock for Q4 2023, up 29% quarter-over-quarter.
  • 99 funds opened new Alcoa positions in Q4 2023 and 58 closed out, a net change of +41 holders.
  • The largest Alcoa buyer in Q4 2023 was Morgan Stanley, an estimated $309M added.
  • The largest Alcoa seller in Q4 2023 was Theleme Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.