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414 hedge funds and large institutions have $4.13B invested in Alcoa in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 152

1.55% less ownership

Funds ownership: 81.28%79.73% (-1.6%)

8% less funds holding

Funds holding: 450414 (-36)

16% less capital invested

Capital invested by funds: $4.92B → $4.13B (-$786M)

38% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 82

42% less call options, than puts

Call options by funds: $349M | Put options by funds: $605M

Holders
414
Holders Change
-36
Holders Change %
-8%
% of All Funds
6.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
51
Increased
140
Reduced
152
Closed
82
Calls
$349M
Puts
$605M
Net Calls
-$256M
Net Calls Change
-$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
76
Mountaineer Partners Management
New York
$6.98M +$188K +6,005 +3%
SAM
77
Storebrand Asset Management
Norway
$6.87M -$1.12M -35,654 -13%
AG
78
Algert Global
California
$6.59M +$6.11M +194,854 +609%
GS
79
GTS Securities
New York
$6.22M +$2.82M +90,049 +73%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$6.1M -$10.8M -343,118 -62%
CF
81
Cantor Fitzgerald
New York
$6.08M +$4.46M +142,400 +213%
Citigroup
82
Citigroup
New York
$5.99M -$2.83M -90,275 -30%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$5.94M +$3.93M +125,323 +159%
WAS
84
Wesleyan Assurance Society
United Kingdom
$5.86M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$5.79M -$2.4M -76,544 -28%
Wells Fargo
86
Wells Fargo
California
$5.76M +$1.9M +60,690 +44%
SI
87
Symmetry Investments
Jersey
$5.19M +$5.21M +166,092 +1,329%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$5.08M +$163K +5,205 +3%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$4.99M -$230K -7,338 -4%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$4.95M +$1.69M +53,814 +60%
Handelsbanken Fonder
91
Handelsbanken Fonder
Sweden
$4.83M +$2.5M +79,802 +92%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.8M +$916K +29,200 +21%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$4.76M -$13.3M -422,825 -71%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$4.52M -$254K -8,101 -5%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$4.47M -$15.7K -500 -0.3%
TPSF
96
Texas Permanent School Fund
Texas
$4.4M -$173K -5,524 -4%
PAMP
97
Polar Asset Management Partners
Ontario, Canada
$3.99M +$4.31M +137,400 New
JF
98
Jump Financial
Illinois
$3.83M -$4.43M -141,397 -52%
First Trust Advisors
99
First Trust Advisors
Illinois
$3.82M -$151K -4,811 -4%
ERM
100
Elm Ridge Management
New York
$3.76M +$921K +29,366 +29%

AA Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2023, worth a combined $4.13B — down 16% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AA and 51 opened new positions — a net loss of 31 holders — while 152 trimmed existing stakes and 140 added.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $69.1M. The largest seller was Franklin Resources, cutting an estimated $93.8M.

  • 414 institutional investors held Alcoa (AA) as of Q3 2023, down from 450 in Q2 2023.
  • Funds reported $4.13B of Alcoa stock for Q3 2023, down 16% quarter-over-quarter.
  • 51 funds opened new Alcoa positions in Q3 2023 and 82 closed out, a net change of -31 holders.
  • The largest Alcoa buyer in Q3 2023 was Slate Path Capital, an estimated $69.1M added.
  • The largest Alcoa seller in Q3 2023 was Franklin Resources, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2023.