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457 hedge funds and large institutions have $7.41B invested in Alcoa in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $7.06B → $7.41B (+$349M)

4% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 53

0.41% more ownership

Funds ownership: 84.38%84.79% (+0.41%)

0% less funds holding

Funds holding: 458457 (-1)

1% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 148

8% less call options, than puts

Call options by funds: $158M | Put options by funds: $172M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
457
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
55
Increased
147
Reduced
148
Closed
53
Calls
$158M
Puts
$172M
Net Calls
-$14.1M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
476
Seven Eight Capital
New York
-$375K -8,344 Closed
BIAS
477
Beacon Investment Advisory Services
New Jersey
-$297K -6,600 Closed
UCFA
478
United Capital Financial Advisors
Texas
-$283K -6,290 Closed
CA
479
Calton & Associates
Florida
-$256K -5,688 Closed
MA
480
MANA Advisors
New York
-$246K -5,464 Closed
FSA
481
Financial Sense Advisors
California
-$223K -4,963 Closed
QC
482
QCM Cayman
Texas
-$221K -4,907 Closed
AGM
483
Alpine Global Management
New York
-$208K -4,633 Closed
SM
484
Sciencast Management
New Jersey
-$217K -3,800 Closed
FA
485
Fortis Advisors
Pennsylvania
-$89.4K -1,777 -100%
IIC
486
Integrated Investment Consultants
Michigan
-$44K -988 Closed
WCM
487
Whitener Capital Management
North Carolina
-$36K -805 Closed
K
488
Kemper
Illinois
-$26K -570 Closed
APP
489
Avantax Planning Partners
Iowa
-$25K -532 Closed
PWM
490
Perigon Wealth Management
California
-$17K -388 Closed
PFGIA
491
Patriot Financial Group Insurance Agency
Massachusetts
-$8K -187 Closed
IWM
492
IHT Wealth Management
Illinois
-$7K -156 Closed
WPW
493
Winthrop Partners - WNY
New York
-$7.85K -155 Closed
TSW
494
Thompson Siegel & Walmsley
Virginia
-$5K -116 Closed
RWP
495
RWA Wealth Partners
Massachusetts
-$5K -111 Closed
IFAM
496
Institutional & Family Asset Management
Colorado
-$4K -100 Closed
LFA
497
Legacy Financial Advisors
Kentucky
-$5K -94 Closed
MGIA
498
Moneta Group Investment Advisors
Missouri
-$4K -79 Closed
PMFA
499
Plante Moran Financial Advisors
Michigan
-$2K -37 Closed
FWM
500
Focused Wealth Management
New York
-$1K -29 Closed

AA Hedge Fund Activity: Q2 2018 in Review

457 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q2 2018, worth a combined $7.41B — up 4.9% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AA positions and 53 closed out — a net gain of 2 holders — while 147 added to existing stakes and 148 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $412M. The largest seller was Balyasny Asset Management, cutting an estimated $206M.

  • 457 institutional investors held Alcoa (AA) as of Q2 2018, down from 458 in Q1 2018.
  • Funds reported $7.41B of Alcoa stock for Q2 2018, up 4.9% quarter-over-quarter.
  • 55 funds opened new Alcoa positions in Q2 2018 and 53 closed out, a net change of +2 holders.
  • The largest Alcoa buyer in Q2 2018 was Capital Research Global Investors, an estimated $412M added.
  • The largest Alcoa seller in Q2 2018 was Balyasny Asset Management, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2018.