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538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$4K +$2.31K +104 +217%
CWM
527
Cranbrook Wealth Management
Michigan
$4K +$3.73K +168 New
ARMC
528
American Research & Management Company
Massachusetts
$3K
SFSIG
529
San Francisco Sentry Investment Group
California
$3K
QAM
530
QCI Asset Management
New York
$3K +$2.64K +119 New
PH
531
Pinnacle Holdings
Oklahoma
$2.43K -$3.06K -138 -59%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.04K +92 New
ITIM
533
Indiana Trust & Investment Management
Indiana
$1K -$909 -41 -49%
CFA
534
Carroll Financial Associates
North Carolina
$1K -$89 -4 -6%
CAW
535
Cornerstone Advisors (Washington)
Washington
$1K
LFR
536
Lehman Financial Resources
Pennsylvania
$1K
PAS
537
Partnervest Advisory Services
California
$1K
WRM
538
Westport Resources Management
Connecticut
$1K
HR
539
Howe & Rusling
New York
$1K +$931 +42 New
UB
540
UMB Bank
Missouri
$326 -$20.2K -912 -7%
Renaissance Technologies
541
Renaissance Technologies
New York
-$44.8M -2,295,839 Closed
PVH
542
Psagot Value Holdings
Israel
-$26.6M -1,363,496 Closed
Arrowstreet Capital
543
Arrowstreet Capital
Massachusetts
-$9.03M -462,547 Closed
GCM
544
Graham Capital Management
Connecticut
-$4.06M -208,073 Closed
CC
545
Coastland Capital
California
-$3.81M -171,702 Closed
ICM
546
Ionic Capital Management
New York
-$2.37M -121,364 Closed
ANI
547
American National Insurance
Texas
-$2.04M -104,661 Closed
QIM
548
Quantitative Investment Management
Virginia
-$1.96M -100,583 Closed
UOC
549
UBS O'Connor
Illinois
-$1.48M -76,049 Closed
BA
550
Bridgewater Associates
Connecticut
-$1.45M -74,457 Closed

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.