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567 hedge funds and large institutions have $10.1B invested in Alcoa in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

77% more call options, than puts

Call options by funds: $529M | Put options by funds: $300M

71% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 52

60.16% more ownership

Funds ownership: 28.02%88.18% (+60%)

5% more funds holding

Funds holding: 538567 (+29)

4% less capital invested

Capital invested by funds: $10.5B → $10.1B (-$441M)

13% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 214

Holders
567
Holders Change
+29
Holders Change %
+5.39%
% of All Funds
16.38%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.52%
New
89
Increased
187
Reduced
214
Closed
52
Calls
$529M
Puts
$300M
Net Calls
+$230M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
51
Nomura Holdings
Japan
$30.7M +$23.4M +842,282 +427%
HCM
52
Huber Capital Management
California
$29.3M +$1.88M +67,665 +8%
Credit Agricole
53
Credit Agricole
France
$28.6M +$7.87M +283,273 +44%
PIA
54
Piedmont Investment Advisors
North Carolina
$28.6M -$126K -4,525 -0.5%
MAA
55
Managed Account Advisors
New Jersey
$27M -$7.02M -252,582 -22%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$26.7M -$1.71M -61,484 -7%
CCMH
57
Cornerstone Capital Management Holdings
New York
$26.3M +$19.1M +686,825 +420%
BIM
58
BlackRock Investment Management
Delaware
$26.2M +$696K +25,049 +3%
U
59
UBS
Switzerland
$25.8M +$290K +10,443 +1%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$25.7M -$134K -4,829 -0.6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$25M +$866K +31,170 +4%
PFC
62
Poplar Forest Capital
California
$24.9M +$1.27M +45,770 +6%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$24.5M +$3.25M +117,037 +18%
GF
64
Gabelli Funds
New York
$24.2M +$1.16M +41,781 +6%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$23.7M -$9.81M -352,936 -31%
PPA
66
Parametric Portfolio Associates
Washington
$23.7M +$293K +10,527 +1%
Bank of America
67
Bank of America
North Carolina
$23.6M -$21.1M -758,614 -50%
LBG
68
Lloyds Banking Group
United Kingdom
$23.2M +$15.7M +565,348 +307%
VDBMI
69
Van Den Berg Management I
Texas
$23.1M -$293K -10,558 -1%
Barclays
70
Barclays
United Kingdom
$21.7M -$39.5M -1,422,911 -65%
Prudential Financial
71
Prudential Financial
New Jersey
$21.5M +$3.24M +116,719 +20%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$20.9M -$1.54M -55,537 -8%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$19.4M +$9.66M +347,541 +125%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$19.2M -$1.42M -50,979 -8%
SO
75
STRS Ohio
Ohio
$18.9M -$2.46M -88,556 -13%

AA Hedge Fund Activity: Q1 2014 in Review

567 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2014, worth a combined $10.1B — down 4.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AA positions and 52 closed out — a net gain of 37 holders — while 187 added to existing stakes and 214 trimmed.

The largest buyer was Raab & Moskowitz Asset Management, adding an estimated $17.3B. The largest seller was Manning & Napier Advisors, cutting an estimated $121M.

  • 567 institutional investors held Alcoa (AA) as of Q1 2014, up from 538 in Q4 2013.
  • Funds reported $10.1B of Alcoa stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 89 funds opened new Alcoa positions in Q1 2014 and 52 closed out, a net change of +37 holders.
  • The largest Alcoa buyer in Q1 2014 was Raab & Moskowitz Asset Management, an estimated $17.3B added.
  • The largest Alcoa seller in Q1 2014 was Manning & Napier Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2014.