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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
126
Bramshill Investments
Florida
$952K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
127
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$946K +$911K +44,001 New
BA
128
Bridgewater Associates
Connecticut
$926K +$891K +43,035 New
BF
129
BOK Financial
Oklahoma
$886K +$852K +41,176 New
AB
130
Amalgamated Bank
New York
$873K +$79.2K +3,827 +10%
VRS
131
Virginia Retirement Systems
Virginia
$867K +$116K +5,600 +16%
Prudential Financial
132
Prudential Financial
New Jersey
$846K -$17.9M -864,515 -96%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$834K +$802K +38,750 New
Aberdeen Group
134
Aberdeen Group
United Kingdom
$800K -$56K -2,705 -7%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$788K +$27K +1,302 +4%
HIMCH
136
Hartford Investment Management Co (HIMCO)
Connecticut
$765K +$4.39K +212 +0.6%
URS
137
Utah Retirement Systems
Utah
$763K +$4.14K +200 +0.6%
SFA
138
Spectrum Financial Alliance
Kentucky
$758K -$160K -7,724 -18%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$749K -$1.39M -67,200 -66%
MWM
140
Merriman Wealth Management
Washington
$736K
LPL Financial
141
LPL Financial
California
$705K -$120K -5,791 -15%
HHAM
142
HITE Hedge Asset Management
Massachusetts
$694K +$668K +32,261 New
RIA
143
Recurrent Investment Advisors
Texas
$682K +$656K +31,700 New
CIP
144
Chartwell Investment Partners
Pennsylvania
$609K -$699K -33,744 -54%
DADC
145
D.A. Davidson & Co
Montana
$602K +$94.3K +4,553 +19%
Victory Capital Management
146
Victory Capital Management
Texas
$587K +$32.3K +1,558 +6%
XK
147
Xact Kapitalforvaltning
Sweden
$576K
PCM
148
Prelude Capital Management
New York
$570K +$549K +26,506 New
OAM
149
Oxford Asset Management
United Kingdom
$556K -$297K -14,355 -36%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$546K

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.