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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$23.6M -$1.43M -64,583 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$23.3M +$4.87M +219,848 +32%
H
53
Hexavest
Quebec, Canada
$22.7M -$4.82M -217,452 -20%
HCM
54
Huber Capital Management
California
$22.5M +$1.22M +55,010 +7%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$21.4M -$364K -16,424 -2%
U
56
UBS
Switzerland
$21M -$8.1M -365,278 -31%
BIM
57
BlackRock Investment Management
Delaware
$21M -$579K -26,103 -3%
ST
58
Spot Trading
Illinois
$20.1M +$7.32M +330,388 +72%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$19.9M -$484K -21,848 -3%
EA
60
Euclid Advisors
Connecticut
$19.6M -$365K -16,450 -2%
PFC
61
Poplar Forest Capital
California
$19.4M -$1.09M -49,136 -6%
VDBMI
62
Van Den Berg Management I
Texas
$19.3M -$96.2K -4,338 -0.6%
PPA
63
Parametric Portfolio Associates
Washington
$19.3M +$1.24M +56,079 +8%
Norges Bank
64
Norges Bank
Norway
$19.2M +$1.88M +84,669 +13%
GF
65
Gabelli Funds
New York
$18.9M +$2.07M +93,466 +14%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$18.7M
SO
67
STRS Ohio
Ohio
$17.9M -$6.6M -297,640 -30%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$17.1M +$9.98M +449,931 +204%
GH
69
GAM Holding
Switzerland
$17.1M -$3.97M -178,895 -21%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$17M +$129K +5,826 +0.9%
Credit Agricole
71
Credit Agricole
France
$16.4M +$8.37M +377,554 +142%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$15.7M -$883K -39,845 -6%
MTB
73
Mizuho Trust & Banking
Japan
$15.5M +$123K +5,553 +0.9%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9M +$1.53M +69,105 +13%
Prudential Financial
75
Prudential Financial
New Jersey
$14.7M -$1.69M -76,071 -12%

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.