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538 hedge funds and large institutions have $10.5B invested in Alcoa in 2013 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 167 increasing their positions, 200 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

42% more capital invested

Capital invested by funds: $7.42B → $10.5B (+$3.11B)

24% more call options, than puts

Call options by funds: $380M | Put options by funds: $306M

8% more funds holding

Funds holding: 496538 (+42)

2.47% more ownership

Funds ownership: 25.55%28.02% (+2.5%)

17% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 200

Holders
538
Holders Change
+42
Holders Change %
+8.47%
% of All Funds
15.62%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
93
Increased
167
Reduced
200
Closed
46
Calls
$380M
Puts
$306M
Net Calls
+$73.7M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
126
Texas Permanent School Fund
Texas
$5.26M -$340K -15,346 -7%
Comerica Bank
127
Comerica Bank
Texas
$5.17M -$306K -13,799 -6%
WSIB
128
Washington State Investment Board
Washington
$5.1M
NTCOC
129
Northern Trust Company of Connecticut
Connecticut
$4.99M +$164K +7,410 +4%
AIG
130
American International Group
New York
$4.94M +$86.7K +3,911 +2%
CBOA
131
Commonwealth Bank of Australia
Australia
$4.93M -$158K -7,121 -4%
Nomura Holdings
132
Nomura Holdings
Japan
$4.89M -$4.86M -219,394 -53%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$4.78M -$191K -8,601 -4%
SC
134
Saiers Capital
New York
$4.74M +$1.84M +83,111 +81%
LBG
135
Lloyds Banking Group
United Kingdom
$4.71M +$896K +40,427 +28%
AIC
136
Argus Investors Counsel
New York
$4.66M
Korea Investment Corp
137
Korea Investment Corp
South Korea
$4.64M +$678K +30,587 +20%
TGI
138
Tradewinds Global Investors
California
$4.6M -$2.78M -125,416 -41%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$4.6M -$270K -12,161 -6%
IRF
140
IBM Retirement Fund
New York
$4.55M -$130K -5,862 -3%
ACI
141
AMP Capital Investors
Australia
$4.47M +$177K +7,974 +5%
ProShare Advisors
142
ProShare Advisors
Maryland
$4.45M +$1.61M +72,594 +71%
BA
143
BlackRock Advisors
Delaware
$4.32M +$1.17M +52,936 +46%
UGIF
144
US Global Investors Funds
Maine
$4.25M +$3.69M +166,459 New
USGIU
145
U.S. Global Investors (USGI)
Texas
$4.25M +$3.69M +166,459 New
Public Sector Pension Investment Board (PSP Investments)
146
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.24M +$379K +17,104 +12%
AQR Capital Management
147
AQR Capital Management
Connecticut
$4.18M +$2.44M +110,195 +206%
CCMH
148
Cornerstone Capital Management Holdings
New York
$4.17M +$1.21M +54,369 +50%
FP
149
Foundry Partners
Minnesota
$4.13M +$3.58M +161,645 New
GAM
150
Gotham Asset Management
New York
$4.02M -$889K -40,098 -20%

AA Hedge Fund Activity: Q4 2013 in Review

538 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2013, worth a combined $10.5B — up 42% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AA positions and 46 closed out — a net gain of 47 holders — while 167 added to existing stakes and 200 trimmed.

The largest buyer was Orbis Holdings, opening a new position worth an estimated $206M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $164M.

  • 538 institutional investors held Alcoa (AA) as of Q4 2013, up from 496 in Q3 2013.
  • Funds reported $10.5B of Alcoa stock for Q4 2013, up 42% quarter-over-quarter.
  • 93 funds opened new Alcoa positions in Q4 2013 and 46 closed out, a net change of +47 holders.
  • The largest Alcoa buyer in Q4 2013 was Orbis Holdings, an estimated $206M added.
  • The largest Alcoa seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2013.