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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
URS
176
Utah Retirement Systems
Utah
$1.85M +$22.9K +500 +1%
MWM
177
Merriman Wealth Management
Washington
$1.84M +$5.21K +114 +0.3%
ANTB
178
AMG National Trust Bank
Colorado
$1.83M +$554K +12,112 +55%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$1.82M -$106K -2,310 -6%
BCM
180
Beck Capital Management
Texas
$1.75M +$240K +5,250 +19%
GHCM
181
Glen Harbor Capital Management
California
$1.74M +$1.48M +32,336 New
AAM
182
Augustine Asset Management
Florida
$1.73M +$1.47M +32,072 New
Parallax Volatility Advisers
183
Parallax Volatility Advisers
California
$1.71M +$459K +10,041 +46%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$1.7M +$53.9K +1,178 +4%
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.68M +$1.43M +31,250 New
SAM
186
Shell Asset Management
Netherlands
$1.65M
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$1.6M -$232K -5,076 -15%
HI
188
HBK Investments
Texas
$1.59M +$1.35M +29,554 New
Principal Financial Group
189
Principal Financial Group
Iowa
$1.59M +$144K +3,141 +12%
IA
190
IndexIQ Advisors
New York
$1.52M +$296K +6,469 +30%
GAM
191
Gotham Asset Management
New York
$1.51M -$423K -9,259 -25%
WJA
192
Williams Jones & Associates
New York
$1.51M -$449K -9,820 -26%
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$1.48M +$49K +1,072 +4%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$1.41M +$173K +3,777 +17%
SB
195
Suntrust Banks
Georgia
$1.38M +$177K +3,865 +18%
OCAM
196
Onex Canada Asset Management
Ontario, Canada
$1.35M +$1.15M +25,080 New
IAM
197
Impax Asset Management
New Hampshire
$1.35M
BSPF
198
British Steel Pension Fund
United Kingdom
$1.33M
AAM
199
Advisors Asset Management
Colorado
$1.33M +$221K +4,834 +24%
CI
200
Cavalier Investments
Georgia
$1.27M +$1.08M +23,600 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.