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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
Ameriprise
101
Ameriprise
Minnesota
$7.25M -$1.22M -26,617 -16%
EGM
102
Engineers Gate Manager
New York
$7.21M +$2.49M +54,403 +68%
Axa
103
Axa
France
$7.2M +$5.82M +127,200 +1,957%
AIM
104
Assured Investment Management
New York
$7.04M +$5.97M +130,607 New
Fidelity International
105
Fidelity International
Bermuda
$6.67M +$843K +18,436 +17%
CA
106
Commerzbank Aktiengesellschaft
Germany
$6.59M -$135K -2,953 -2%
BCFA
107
BP Capital Fund Advisors
Texas
$6.31M
MC
108
Maverick Capital
Texas
$6.29M +$5.34M +116,740 New
AP
109
AHL Partners
United Kingdom
$6.03M +$5.12M +111,867 New
LOAMU
110
Lombard Odier Asset Management (USA)
New York
$6.01M -$341K -7,463 -6%
Canada Life
111
Canada Life
Manitoba, Canada
$5.66M -$374K -8,189 -7%
SEI Investments
112
SEI Investments
Pennsylvania
$5.61M -$2.96M -64,663 -38%
UOC
113
UBS O'Connor
Illinois
$5.51M -$1.45M -31,779 -24%
Aviva
114
Aviva
United Kingdom
$5.51M -$613K -13,408 -12%
O
115
OppenheimerFunds
New York
$5.22M +$4.43M +96,907 New
LSA
116
L & S Advisors
California
$5.21M -$1.3M -28,342 -23%
B
117
Barings
North Carolina
$5.21M +$988K +21,600 +29%
Boston Partners
118
Boston Partners
Massachusetts
$4.92M +$243K +5,323 +6%
Citigroup
119
Citigroup
New York
$4.92M -$1.65M -36,166 -28%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.66M +$1.07M +23,441 +37%
RJA
121
Raymond James & Associates
Florida
$4.61M +$1.18M +25,814 +43%
Canada Pension Plan Investment Board
122
Canada Pension Plan Investment Board
Ontario, Canada
$4.57M +$964K +21,090 +33%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.32M +$5.95K +130 +0.2%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$4.09M
ARTA
125
A.R.T. Advisors
New York
$4.07M +$3.46M +75,600 New

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.