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517 hedge funds and large institutions have $6.23B invested in Alcoa in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 159 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

3% more funds holding

Funds holding: 502517 (+15)

5% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 159

0.46% less ownership

Funds ownership: 82.58%82.11% (-0.46%)

4% less capital invested

Capital invested by funds: $6.51B → $6.23B (-$282M)

34% less call options, than puts

Call options by funds: $422M | Put options by funds: $637M

Holders
517
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
95
Increased
167
Reduced
159
Closed
69
Calls
$422M
Puts
$637M
Net Calls
-$215M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.45M +$249K +5,163 +18%
QP
202
Quilter Plc
United Kingdom
$1.44M +$69.9K +1,450 New
LOAMS
203
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.44M +$975K +20,227 +149%
BCM
204
Bourgeon Capital Management
Connecticut
$1.4M +$1.26M +26,150 +382%
PP
205
PDT Partners
New York
$1.4M +$1.58M +32,800 New
BFG
206
Bleakley Financial Group
New Jersey
$1.37M -$1.37M -28,512 -47%
SS
207
Simplicity Solutions
Minnesota
$1.37M +$1.55M +32,118 New
II
208
IFM Investors
Australia
$1.37M -$14.7K -304 -0.9%
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$1.36M +$145K +3,000 +10%
Axa
210
Axa
France
$1.36M -$13.2M -274,327 -90%
Mariner
211
Mariner
Kansas
$1.34M -$14.8K -307 -1%
JCA
212
Jade Capital Advisors
New Jersey
$1.28M +$1.06M +22,000 +275%
OC
213
Oppenheimer & Co
New York
$1.27M +$1.43M +29,755 New
TRSOTSOK
214
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$1.24M +$189K +3,928 +16%
CCP
216
Carmel Capital Partners
California
$1.21M +$47.5K +986 +4%
Federated Hermes
217
Federated Hermes
Pennsylvania
$1.19M -$306K -6,356 -19%
WJWM
218
Williams Jones Wealth Management
New York
$1.18M +$107K +2,228 +9%
II
219
Ibex Investors
Colorado
$1.17M +$1.33M +27,600 New
Osaic Holdings
220
Osaic Holdings
Arizona
$1.17M -$18.7K -388 -1%
PAM
221
Pinpoint Asset Management
Hong Kong
$1.17M +$1.32M +27,400 New
HCM
222
Hollencrest Capital Management
California
$1.15M
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$1.13M
Bessemer Group
224
Bessemer Group
New Jersey
$1.09M -$88.2K -1,830 -7%
RF
225
Robbins Farley
New Hampshire
$1.09M +$1.23M +25,512 New

AA Hedge Fund Activity: Q1 2023 in Review

517 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2023, worth a combined $6.23B — down 4.3% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AA positions and 69 closed out — a net gain of 26 holders — while 167 added to existing stakes and 159 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 517 institutional investors held Alcoa (AA) as of Q1 2023, up from 502 in Q4 2022.
  • Funds reported $6.23B of Alcoa stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 95 funds opened new Alcoa positions in Q1 2023 and 69 closed out, a net change of +26 holders.
  • The largest Alcoa buyer in Q1 2023 was Bank of New York Mellon, an estimated $209M added.
  • The largest Alcoa seller in Q1 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.