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538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$40K -$177 -8 -0.5%
TWM
477
Torch Wealth Management
Ohio
$37K +$32.3K +1,457 New
CBT
478
Central Bank & Trust
Kentucky
$34K
TFO
479
Tarbox Family Office
California
$34K +$29.6K +1,334 New
AA
480
Apriem Advisors
California
$30K +$89 +4 +0.3%
JG
481
Jefferies Group
New York
$28K -$462K -20,830 -95%
VNB
482
Valley National Bancorp
New York
$27K +$23.4K +1,054 New
HRIA
483
Haberer Registered Investment Advisor
Ohio
$25K -$4.66K -210 -18%
ST
484
Smithfield Trust
Pennsylvania
$24K
PI
485
PineBridge Investments
New York
$23K -$709 -32 -3%
ASN
486
Advisory Services Network
Georgia
$23K +$20.3K +917 New
MAM
487
Mizuho Asset Management
Japan
$21K
ATC
488
Adirondack Trust Company
New York
$20K
M
489
MOTCO
Texas
$20K
CCS
490
Crosspoint Capital Strategies
California
$19K +$14.9K +671 New
HPBT
491
High Point Bank & Trust
North Carolina
$18K -$68.5K -3,089 -81%
PFSC
492
Peoples Financial Services Corp
Pennsylvania
$18K +$15.8K +712 New
DAM
493
Delta Asset Management
Tennessee
$17K
DSC
494
Duncker Streett & Co
Missouri
$17K
WA
495
Waverly Advisors
Alabama
$17K +$4.94K +223 +50%
EAMA
496
EFG Asset Management (Americas)
Florida
$16.7K +$14.5K +655 New
Envestnet Asset Management
497
Envestnet Asset Management
Illinois
$16K -$16.4K -738 -54%
SNT
498
Security National Trust
West Virginia
$15K -$15.7K -708 -55%
PSUF
499
People's United Financial
Connecticut
$15K -$6.45K -291 -33%
FWM
500
Focused Wealth Management
New York
$15K +$4.61K +208 +58%

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.