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467 hedge funds and large institutions have $8.67B invested in Alcoa in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 145 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 112

23% more capital invested

Capital invested by funds: $7.06B → $8.67B (+$1.61B)

14% more funds holding

Funds holding: 411467 (+56)

4.79% more ownership

Funds ownership: 82.25%87.03% (+4.8%)

7% more call options, than puts

Call options by funds: $205M | Put options by funds: $192M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
467
Holders Change
+56
Holders Change %
+13.63%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
106
Increased
145
Reduced
112
Closed
48
Calls
$205M
Puts
$192M
Net Calls
+$13M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$31.9M +$1.79M +39,132 +7%
Jennison Associates
52
Jennison Associates
New York
$29.9M -$2.32M -50,656 -8%
IAM
53
Impala Asset Management
Florida
$29.4M +$576K +12,594 +2%
BPM
54
Bronson Point Management
Connecticut
$26.9M +$4.57M +100,000 +25%
Barclays
55
Barclays
United Kingdom
$26.7M +$15.3M +333,755 +206%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$26.6M +$3.78M +82,607 +20%
Ninety One (UK)
57
Ninety One (UK)
United Kingdom
$25.8M +$12.4M +271,741 +132%
CCM
58
Cobalt Capital Management
New Jersey
$25.8M -$4.57M -99,886 -17%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$24.5M +$19.7M +431,366 +2,082%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$23.8M -$1.23M -26,816 -6%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$21.8M +$4.25M +92,850 +30%
AIM
62
Artemis Investment Management
United Kingdom
$21.8M -$58.2M -1,273,652 -76%
UBS AM
63
UBS AM
Illinois
$21M +$8.21M +179,555 +85%
HP
64
Hosking Partners
United Kingdom
$21M +$17.8M +390,210 New
First Trust Advisors
65
First Trust Advisors
Illinois
$18.5M -$5.23M -114,446 -25%
CG
66
Carmignac Gestion
France
$18.3M -$1.83M -40,000 -11%
KL
67
KGH Ltd
Bahamas
$17.8M +$15.1M +330,000 New
NAM
68
NorthCoast Asset Management
Connecticut
$17.5M +$14.9M +325,602 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$17.4M +$188K +4,122 +1%
BCM
70
Blockhouse Capital Management
New York
$17.4M +$3.09M +67,600 +26%
Swiss National Bank
71
Swiss National Bank
Switzerland
$16.9M +$325K +7,100 +2%
MIH
72
Meitav Investment House
Israel
$16.3M +$13.8M +302,721 New
CWM
73
CIBC World Markets
New York
$16.2M +$13.7M +300,000 New
BGDI
74
BW Gestao de Investimentos
Brazil
$16.1M +$13.7M +299,200 New
TAM
75
Tocqueville Asset Management
New York
$14.7M +$3.08M +67,248 +33%

AA Hedge Fund Activity: Q4 2017 in Review

467 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2017, worth a combined $8.67B — up 23% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AA positions and 48 closed out — a net gain of 58 holders — while 145 added to existing stakes and 112 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $540M. The largest seller was Elliott Management, cutting an estimated $248M.

  • 467 institutional investors held Alcoa (AA) as of Q4 2017, up from 411 in Q3 2017.
  • Funds reported $8.67B of Alcoa stock for Q4 2017, up 23% quarter-over-quarter.
  • 106 funds opened new Alcoa positions in Q4 2017 and 48 closed out, a net change of +58 holders.
  • The largest Alcoa buyer in Q4 2017 was Capital World Investors, an estimated $540M added.
  • The largest Alcoa seller in Q4 2017 was Elliott Management, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2017.