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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
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$320K +$11.2K +540 +4%
AIM
177
Aigen Investment Management
New York
$313K +$301K +14,544 New
AG
178
Advisor Group
Arizona
$307K +$98.6K +4,764 +50%
ED
179
Exane Derivatives
France
$307K +$22.2K +1,072 +8%
American Century Companies
180
American Century Companies
Missouri
$292K +$281K +13,556 New
AAM
181
Advisors Asset Management
Colorado
$272K -$143K -6,898 -35%
TCMG
182
TSP Capital Management Group
New Jersey
$260K
SACTSONJ
183
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$258K
WAM
184
World Asset Management
Michigan
$255K -$13.8K -668 -5%
BCM
185
Bourgeon Capital Management
Connecticut
$253K +$243K +11,750 New
PAG
186
Private Advisor Group
New Jersey
$248K +$28.4K +1,372 +13%
Federated Hermes
187
Federated Hermes
Pennsylvania
$247K -$3.56K -172 -1%
EGM
188
Engineers Gate Manager
New York
$240K +$231K +11,164 New
ProShare Advisors
189
ProShare Advisors
Maryland
$237K -$26.8K -1,293 -11%
PCM
190
Penn Capital Management
Pennsylvania
$228K +$219K +10,600 New
NL
191
NWAM LLC
Washington
$227K -$27.8K -1,341 -11%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$221K +$84.1K +4,061 +65%
WBC
193
Westpac Banking Corp
Australia
$217K -$2.5M -120,686 -92%
Creative Planning
194
Creative Planning
Kansas
$210K +$202K +9,759 New
JMPWA
195
JP Morgan Private Wealth Advisors
California
$210K +$202K +9,778 New
Coatue Management
196
Coatue Management
New York
$202K +$195K +9,410 New
OAM
197
Oppenheimer Asset Management
New York
$194K +$187K +9,021 New
SFS
198
Sowell Financial Services
Arkansas
$179K +$166K +8,036 +2,860%
PCM
199
Penserra Capital Management
California
$175K +$169K +8,155 New
US Bancorp
200
US Bancorp
Minnesota
$160K -$8.71K -421 -5%

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.