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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
US Bancorp
201
US Bancorp
Minnesota
$2.11M -$267K -12,026 -13%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$2.08M -$476K -21,456 -21%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$2.05M +$115K +5,202 +7%
URS
204
Utah Retirement Systems
Utah
$2.03M
B
205
Barings
North Carolina
$2.02M -$1.46M -65,733 -45%
SCM
206
Snow Capital Management
Pennsylvania
$2M
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
$1.96M -$73.8K -3,329 -4%
WAM
208
World Asset Management
Michigan
$1.96M -$255K -11,511 -13%
CR
209
Cooperatieve Rabobank
Netherlands
$1.96M -$5.45M -245,612 -76%
TRSOTSOK
210
Teachers Retirement System of the State of Kentucky
Kentucky
$1.94M
APFBOT
211
Amica Pension Fund Board of Trustees
Rhode Island
$1.89M
MSA
212
Mason Street Advisors
Wisconsin
$1.89M -$225K -10,135 -12%
SCM
213
Sterneck Capital Management
Missouri
$1.82M -$118K -5,343 -7%
BTS
214
BB&T Securities
Virginia
$1.77M +$47.1K +2,123 +44%
OA
215
OFI Advisors
Pennsylvania
$1.76M -$97.4K -4,394 -6%
PI
216
Putnam Investments
Massachusetts
$1.72M +$23.1K +1,040 +2%
DC
217
Deere & Company
Illinois
$1.72M +$1.49M +67,430 New
CAM
218
Capstone Asset Management
Texas
$1.71M -$421K -18,970 -22%
ERSOT
219
Employees Retirement System of Texas
Texas
$1.65M
CAM
220
Cubic Asset Management
Massachusetts
$1.63M -$640K -28,849 -31%
GWM
221
Greenwich Wealth Management
Connecticut
$1.59M
LMGAM
222
Liberty Mutual Group Asset Management
Massachusetts
$1.56M +$762K +34,380 +128%
Asset Management One
223
Asset Management One
Japan
$1.48M -$6.32K -285 -0.5%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$1.44M
FCI
225
Financial Counselors Inc
Kansas
$1.43M -$184K -8,316 -13%

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.