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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.47M -$50.2K -1,600 -3%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$1.46M -$703K -22,433 -31%
FM
153
Freemont Management
Switzerland
$1.45M
TC
154
Tejara Capital
United Kingdom
$1.45M +$1.57M +50,000 New
QP
155
Quilter Plc
United Kingdom
$1.45M
SEI Investments
156
SEI Investments
Pennsylvania
$1.44M -$2.29M -73,181 -60%
Nordea Investment Management
157
Nordea Investment Management
Sweden
$1.42M -$454K -14,466 -23%
SG Americas Securities
158
SG Americas Securities
New York
$1.41M +$1.52M +48,462 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$1.37M -$667K -21,269 -31%
GVAG
160
Great Valley Advisor Group
Delaware
$1.33M +$100K +3,190 +7%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.24M -$157K -5,000 -10%
CCP
162
Carmel Capital Partners
California
$1.23M +$41.5K +1,323 +3%
Osaic Holdings
163
Osaic Holdings
Arizona
$1.18M +$325K +10,380 +34%
LSC
164
Lesa Sroufe & Co
Washington
$1.18M -$12.6K -402 -1%
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$1.16M -$224K -7,154 -15%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M -$2.19K -70 -0.2%
Group One Trading
167
Group One Trading
Illinois
$1.14M -$313K -9,984 -20%
GFS
168
GYL Financial Synergies
Connecticut
$1.12M -$59.8K -1,908 -5%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$1.11M +$134K +4,272 +13%
CCI
170
Credit Capital Investments
New Jersey
$1.08M
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$1.05M
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M -$1.57M -50,100 -58%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$1.03M +$350K +11,152 +46%
Nomura Holdings
174
Nomura Holdings
Japan
$1.01M -$1.82M -58,052 -62%
Mariner
175
Mariner
Kansas
$935K +$35K +1,116 +4%

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.