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609 hedge funds and large institutions have $8.81B invested in Alcoa in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 204 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $537M | Put options by funds: $399M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

6% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 204

0.42% more ownership

Funds ownership: 29.16%29.58% (+0.42%)

1% less funds holding

Funds holding: 614609 (-5)

3% less capital invested

Capital invested by funds: $9.04B → $8.81B (-$229M)

Holders
609
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
16.23%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
94
Increased
217
Reduced
204
Closed
88
Calls
$537M
Puts
$399M
Net Calls
+$138M
Net Calls Change
+$250M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
501
Kelman-Lazarov Inc
Tennessee
$76K +$66.5K +3,267 New
FHA
502
First Horizon Advisors
Tennessee
$74K
EDRH
503
Edmond de Rothschild Holding
Switzerland
$72K -$101K -4,981 -62%
CF
504
CenterStar Fund
Illinois
$70K
IIC
505
Integrated Investment Consultants
Michigan
$70K +$63.5K +3,121 New
TDC
506
Thompson Davis & Co
Virginia
$69K -$26.3K -1,291 -30%
SEI Investments
507
SEI Investments
Pennsylvania
$68K -$7.47K -367 -11%
CB
508
Community Bank
New York
$67K
FMLI
509
Fukoku Mutual Life Insurance
Japan
$67K
SWA
510
Sutton Wealth Advisors
Florida
$64.4K +$56.9K +2,796 New
CCA
511
Checchi Capital Advisers
California
$63K +$55.3K +2,717 New
First Manhattan
512
First Manhattan
New York
$57K
MWP
513
MYCIO Wealth Partners
Pennsylvania
$57K
IA
514
IndexIQ Advisors
New York
$54K -$281K -13,813 -85%
CTC
515
Central Trust Company
Missouri
$51K
K
516
Kemper
Illinois
$49K
GLI
517
Guardian Life Insurance
New York
$46K -$11.6K -570 -22%
SGAM
518
Smith Group Asset Management
Texas
$46K +$40.7K +2,002 New
GXMC
519
Global X Management Company
New York
$45K +$35.4K +1,738 +801%
ATC
520
Adirondack Trust Company
New York
$43K
TCOV
521
Trust Company of Vermont
Vermont
$43K +$26.3K +1,293 +217%
OC
522
Oakworth Capital
Alabama
$42K
FCCM
523
First City Capital Management
Georgia
$40.2K +$35.6K +1,748 New
EDRS
524
Edmond de Rothschild (Suisse)
Switzerland
$40K
CBT
525
Central Bank & Trust
Kentucky
$38K

AA Hedge Fund Activity: Q1 2016 in Review

609 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2016, worth a combined $8.81B — down 2.5% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AA positions and 88 closed out — a net gain of 6 holders — while 217 added to existing stakes and 204 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $95.4M.

  • 609 institutional investors held Alcoa (AA) as of Q1 2016, down from 614 in Q4 2015.
  • Funds reported $8.81B of Alcoa stock for Q1 2016, down 2.5% quarter-over-quarter.
  • 94 funds opened new Alcoa positions in Q1 2016 and 88 closed out, a net change of +6 holders.
  • The largest Alcoa buyer in Q1 2016 was HSBC Holdings, an estimated $110M added.
  • The largest Alcoa seller in Q1 2016 was JP Morgan Chase, an estimated $95.4M sold.

Based on aggregated 13F filings for Q1 2016.