Alcoa
630 hedge funds and large institutions have $10.6B invested in Alcoa in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 94 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 206
1.11% less ownership
Funds ownership: 28.99% → 27.87% (-1.1%)
3% less funds holding
Funds holding: 651 → 630 (-21)
13% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 94
21% less capital invested
Capital invested by funds: $13.5B → $10.6B (-$2.89B)
36% less funds holding in top 10
Funds holding in top 10: 14 → 9 (-5)
40% less call options, than puts
Call options by funds: $199M | Put options by funds: $334M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$141M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$95.2M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$85.7M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$82M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$522M |
| 2 |
JP Morgan Chase
New York
|
-$425M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$117M |
| 4 |
CCI
Columbus Circle Investors
|
-$111M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$105M |
AA Hedge Fund Activity: Q1 2015 in Review
630 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2015, worth a combined $10.6B — down 21% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of AA and 82 opened new positions — a net loss of 12 holders — while 206 trimmed existing stakes and 241 added.
The largest buyer was Vanguard Group, adding an estimated $141M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $522M sold.
- 630 institutional investors held Alcoa (AA) as of Q1 2015, down from 651 in Q4 2014.
- Funds reported $10.6B of Alcoa stock for Q1 2015, down 21% quarter-over-quarter.
- 82 funds opened new Alcoa positions in Q1 2015 and 94 closed out, a net change of -12 holders.
- The largest Alcoa buyer in Q1 2015 was Vanguard Group, an estimated $141M added.
- The largest Alcoa seller in Q1 2015 was Americafirst Capital Management, an estimated $522M sold.
Based on aggregated 13F filings for Q1 2015.