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517 hedge funds and large institutions have $6.23B invested in Alcoa in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 159 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

3% more funds holding

Funds holding: 502517 (+15)

5% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 159

0.46% less ownership

Funds ownership: 82.58%82.11% (-0.46%)

4% less capital invested

Capital invested by funds: $6.51B → $6.23B (-$282M)

34% less call options, than puts

Call options by funds: $422M | Put options by funds: $637M

Holders
517
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
95
Increased
167
Reduced
159
Closed
69
Calls
$422M
Puts
$637M
Net Calls
-$215M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
501
RFP Financial Group
Georgia
$553
MCA
502
Maryland Capital Advisors
Maryland
$511
SIC
503
Salem Investment Counselors
North Carolina
$469
ME
504
McIlrath & Eck
Washington
$468
CWC
505
Carolinas Wealth Consulting
North Carolina
$426 +$482 +10 New
CFO
506
CVA Family Office
Colorado
$426 +$482 +10 New
CTC
507
Central Trust Company
Missouri
$384
UFF
508
USA Financial Formulas
Michigan
$298 +$337 +7 New
TWP
509
TFO Wealth Partners
Ohio
$255 -$337 -7 -54%
KFS
510
Kelly Financial Services
Massachusetts
$213
TWD
511
True Wealth Design
Ohio
$171 +$48 +1 +33%
AWM
512
Abound Wealth Management
Tennessee
$171 +$193 +4 New
FA
513
Fortis Advisors
Pennsylvania
$128
SFCL
514
Strengthening Families & Communities LLC
Massachusetts
$11
ClearBridge Investments
515
ClearBridge Investments
New York
-$26M -571,146 Closed
ECA
516
Encompass Capital Advisors
New York
-$22.7M -500,073 Closed
CHP
517
Castle Hook Partners
New York
-$17M -373,353 Closed
TAAM
518
Top Ace Asset Management
Hong Kong
-$9.1M -200,100 Closed
CM
519
Caption Management
Oklahoma
-$8.45M -185,787 Closed
MAM
520
Meeder Asset Management
Ohio
-$5.9M -129,806 Closed
Alyeska Investment Group
521
Alyeska Investment Group
Illinois
-$3.95M -86,847 Closed
SAM
522
Sabadell Asset Management
Spain
-$4.43M -85,314 Closed
Allianz Asset Management
523
Allianz Asset Management
Germany
-$3.47M -76,321 Closed
HAI
524
Hennessy Advisors Inc
California
-$3.46M -76,100 Closed
WMSA
525
Weiss Multi-Strategy Advisers
New York
-$2.72M -59,741 Closed

AA Hedge Fund Activity: Q1 2023 in Review

517 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2023, worth a combined $6.23B — down 4.3% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AA positions and 69 closed out — a net gain of 26 holders — while 167 added to existing stakes and 159 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 517 institutional investors held Alcoa (AA) as of Q1 2023, up from 502 in Q4 2022.
  • Funds reported $6.23B of Alcoa stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 95 funds opened new Alcoa positions in Q1 2023 and 69 closed out, a net change of +26 holders.
  • The largest Alcoa buyer in Q1 2023 was Bank of New York Mellon, an estimated $209M added.
  • The largest Alcoa seller in Q1 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.