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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
OA
551
Oxbow Advisors
Texas
-$346K -7,600 Closed
AA
552
Aufman Associates
Pennsylvania
-$317K -6,978 Closed
MML Investors Services
553
MML Investors Services
Massachusetts
-$289K -6,366 Closed
AA
554
ALPS Advisors
Colorado
-$285K -6,274 Closed
ALAM
555
Asahi Life Asset Management
Japan
-$278K -6,110 Closed
CAM
556
Cresset Asset Management
Illinois
-$250K -5,504 Closed
PF
557
Phoenix Financial
Israel
-$243K -5,333 Closed
E
558
Ergoteles
New York
-$236K -5,191 Closed
SC
559
Searle & Co
Connecticut
-$232K -5,100 Closed
MAM
560
Monaco Asset Management
Monaco
-$227K -5,000 Closed
FA
561
Fiducient Advisors
Illinois
-$225K -4,950 Closed
KPF
562
K2 Principal Fund
Ontario, Canada
-$234K -4,859 Closed
BBP
563
Banco BTG Pactual
Brazil
-$204K -4,491 Closed
AP
564
Advisors Preferred
Maryland
-$178K -3,987 Closed
MCC
565
Money Concepts Capital
Florida
-$114K -2,508 Closed
FA
566
Fiduciary Alliance
South Carolina
-$105K -2,299 Closed
CC
567
Centiva Capital
New York
-$93.4K -1,938 Closed
SSG
568
Summit Securities Group
New York
-$85K -1,867 Closed
RBC
569
Romano Brothers & Co
Illinois
-$47.4K -1,042 Closed
RFA
570
Resurgent Financial Advisors
Georgia
-$31.6K -694 Closed
ZIG
571
Zullo Investment Group
Pennsylvania
-$10.6K -233 Closed
KC
572
Kenfarb & Co
Kentucky
-$9.09K -200 Closed
ACP
573
Arcus Capital Partners
Georgia
-$8.82K -194 Closed
AWM
574
Accurate Wealth Management
Florida
-$6.9K -130 Closed
KSWA
575
Kathleen S. Wright Associates
Pennsylvania
-$5K -114 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.