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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
SSB
501
Sandy Spring Bank
Maryland
$3K -$12.9K -527 -79%
MFW
502
Mosaic Family Wealth
Missouri
$3K -$7.02K -288 -67%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$3K
FWM
504
Focused Wealth Management
New York
$3K +$24 +1 +0.9%
EWM
505
Elite Wealth Management
Washington
$3K +$2.85K +117 New
HCM
506
Highlander Capital Management
New Jersey
$3K +$3.05K +125 New
FNBSF
507
First National Bank Sioux Falls
South Dakota
$3K +$3.46K +142 New
CFA
508
CT Financial Advisors
Pennsylvania
$2.03K
ECM
509
Estabrook Capital Management
New York
$2.03K
BFEC
510
Benjamin F. Edwards & Company
Missouri
$2K
PCP
511
Proficio Capital Partners
Massachusetts
$2K
LCS
512
Levin Capital Strategies
New York
$1.54K -$61.3K -2,514 -4%
EWM
513
Edge Wealth Management
New York
$1K
HCM
514
Herndon Capital Management
Georgia
$1K
HPBT
515
High Point Bank & Trust
North Carolina
$1K
NR
516
Newfound Research
Massachusetts
$1K
TC
517
Trust Company
Kansas
$1K
WAS
518
Winch Advisory Services
Wisconsin
$1K
SIC
519
Salem Investment Counselors
North Carolina
$10 +$1.02K +42 New
SPC
520
Slate Path Capital
New York
-$65.3M -2,929,671 Closed
Nomura Holdings
521
Nomura Holdings
Japan
-$45M -1,839,160 Closed
DFO
522
Duquesne Family Office
New York
-$31.4M -1,411,028 Closed
EA
523
Euclid Advisors
Connecticut
-$25.1M -1,127,371 Closed
Allianz Asset Management
524
Allianz Asset Management
Germany
-$20.7M -927,569 Closed
CG
525
Clinton Group
New York
-$19.7M -884,474 Closed

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.