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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
WP
476
WealthPLAN Partners
Nebraska
$18.4K +$15.2K +624 +499%
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$51.4K -2,108 -75%
MA
478
MUFG Americas
New York
$17K +$17K +697 New
QCG
479
Quadrant Capital Group
Ohio
$16K +$4.9K +201 +33%
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
TDC
481
Thompson Davis & Co
Virginia
$13K -$18.8K -770 -58%
WTC
482
WhitTier Trust Company
Nevada
$13K -$1.05K -43 -7%
ATC
483
Adirondack Trust Company
New York
$11K -$34.4K -1,411 -75%
MWP
484
MYCIO Wealth Partners
Pennsylvania
$10K -$50.7K -2,081 -83%
CPA
485
Cowen Prime Advisors
New York
$10K
GWS
486
Glassman Wealth Services
Virginia
$10K +$10.1K +416 New
VOYA Investment Management
487
VOYA Investment Management
Georgia
$9.58K +$169K +6,922 +2%
CFN
488
Cordasco Financial Network
Florida
$9K
KT
489
Kanaly Trust
Texas
$8K
HWP
490
Hefty Wealth Partners
Indiana
$8K +$8.12K +333 New
PFSC
491
Peoples Financial Services Corp
Pennsylvania
$7K
SFG
492
SevenBridge Financial Group
Pennsylvania
$5K -$13.2K -543 -87%
CCM
493
Cribstone Capital Management
Maine
$5K -$3.93K -161 -67%
HI
494
Hudock Inc
Pennsylvania
$5K
PRS
495
Pinkerton Retirement Specialists
Idaho
$5K
AWM
496
Avior Wealth Management
Nebraska
$4K
BL
497
Balentine LLC
Georgia
$4K
EWM
498
Evercore Wealth Management
New York
$4K
GAM
499
Gemmer Asset Management
California
$4K
CWM
500
Cranbrook Wealth Management
Michigan
$4K +$4.1K +168 New

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.