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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
JIC
526
Joel Isaacson & Co
New York
$38K
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$34K -$39K -1,917 -56%
MIP
528
Mondrian Investment Partners
United Kingdom
$34K
SAMC
529
Shinko Asset Management Company
Japan
$34K
WTC
530
WhitTier Trust Company
Nevada
$34K
PWM
531
Perigon Wealth Management
California
$34K +$29.6K +1,457 New
WEC
532
Winslow Evans & Crocker
Massachusetts
$33.5K
ARMC
533
American Research & Management Company
Massachusetts
$32K +$25.4K +1,248 +998%
GWM
534
Gupta Wealth Management
California
$31K -$116K -5,704 -81%
IWMPD
535
Integrated Wealth Management (Palm Desert)
California
$31K
ASN
536
Advisory Services Network
Georgia
$29K +$7.22K +355 +40%
CHC
537
City Holding Co
West Virginia
$24K
NCMG
538
NCM Capital Management Group
North Carolina
$23K -$1.26K -62 -6%
JWA
539
JFS Wealth Advisors
Pennsylvania
$23K +$20 +1 +0.1%
AA
540
Apriem Advisors
California
$23K +$81 +4 +0.4%
FIB
541
First Interstate Bank
Montana
$22K -$2.58K -127 -12%
NFG
542
Next Financial Group
Texas
$22K -$834 -41 -4%
ST
543
Smithfield Trust
Pennsylvania
$22K
VIA
544
Vantage Investment Advisors
Pennsylvania
$21K
CFA
545
Carroll Financial Associates
North Carolina
$20K -$5.09K -250 -22%
WAM
546
Wealthspire Advisors (Maryland)
Maryland
$19K -$68.8K -3,380 -81%
RFA
547
Reilly Financial Advisors
California
$19K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$18.4K +$12.5K +613 +330%
M
549
MOTCO
Texas
$18K
WA
550
Winfield Associates
Ohio
$18K +$16.1K +789 New

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.