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625 hedge funds and large institutions have $13.2B invested in Alcoa in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 213 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 42

10% more capital invested

Capital invested by funds: $11.9B → $13.2B (+$1.25B)

9% more funds holding

Funds holding: 576625 (+49)

2% more call options, than puts

Call options by funds: $631M | Put options by funds: $619M

0.53% more ownership

Funds ownership: 28.39%28.92% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

3% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 219

Holders
625
Holders Change
+49
Holders Change %
+8.51%
% of All Funds
18.13%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
96
Increased
213
Reduced
219
Closed
42
Calls
$631M
Puts
$619M
Net Calls
+$12.3M
Net Calls Change
-$92.3M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
501
Yorktown Management & Research Company
Virginia
$177K
FNFDCM
502
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$175K
SIC
503
Sigma Investment Counselors
Michigan
$174K +$176K +4,489 New
Truist Financial
504
Truist Financial
North Carolina
$173K -$17.1K -435 -9%
PA
505
Pinnacle Associates
New York
$172K -$1.65K -42 -0.9%
FSA
506
Franklin Street Advisors
North Carolina
$171K
PIA
507
Peachtree Investment Advisors
Georgia
$171K +$314 +8 +0.2%
CCM
508
Cupps Capital Management
Illinois
$169K +$172K +4,388 New
SAM
509
Symphony Asset Management
California
$167K +$169K +4,322 New
1SB
510
1ST Source Bank
Indiana
$164K
SAM
511
Summit Asset Management
Tennessee
$161K +$163K +4,161 New
First Manhattan
512
First Manhattan
New York
$151K
W
513
Wealthfront
California
$150K +$65.9K +1,681 +76%
GIS
514
Guardian Investor Services
New York
$134K -$6K -153 -4%
1IC
515
1919 Investment Counsel
Maryland
$134K +$125K +3,196 +1,234%
WRM
516
Westport Resources Management
Connecticut
$122K +$122K +3,121 +7,431%
HCM
517
Horrell Capital Management
Arkansas
$112K
CFS
518
Community Financial System
New York
$110K -$3.25K -83 -3%
GLI
519
Guardian Life Insurance
New York
$108K +$784 +20 +0.7%
WTB
520
Washington Trust Bank
Washington
$106K -$92.3K -2,354 -46%
SSB
521
Sandy Spring Bank
Maryland
$104K
TF
522
Tompkins Financial
New York
$101K
DADC
523
D.A. Davidson & Co
Montana
$100K -$14.3K -364 -12%
Acadian Asset Management
524
Acadian Asset Management
Massachusetts
$95K -$292K -7,457 -75%
NES
525
New England Securities
New York
$90K +$26.3K +670 +41%

AA Hedge Fund Activity: Q3 2014 in Review

625 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2014, worth a combined $13.2B — up 10% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new AA positions and 42 closed out — a net gain of 54 holders — while 213 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $160M. The largest seller was Manning & Napier Advisors, cutting an estimated $252M.

  • 625 institutional investors held Alcoa (AA) as of Q3 2014, up from 576 in Q2 2014.
  • Funds reported $13.2B of Alcoa stock for Q3 2014, up 10% quarter-over-quarter.
  • 96 funds opened new Alcoa positions in Q3 2014 and 42 closed out, a net change of +54 holders.
  • The largest Alcoa buyer in Q3 2014 was JP Morgan Chase, an estimated $160M added.
  • The largest Alcoa seller in Q3 2014 was Manning & Napier Advisors, an estimated $252M sold.

Based on aggregated 13F filings for Q3 2014.