We are live on ! Find out more

567 hedge funds and large institutions have $10.1B invested in Alcoa in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 918 (+9)

77% more call options, than puts

Call options by funds: $529M | Put options by funds: $300M

71% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 52

60.16% more ownership

Funds ownership: 28.02%88.18% (+60%)

5% more funds holding

Funds holding: 538567 (+29)

4% less capital invested

Capital invested by funds: $10.5B → $10.1B (-$441M)

13% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 214

Holders
567
Holders Change
+29
Holders Change %
+5.39%
% of All Funds
16.38%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.52%
New
89
Increased
187
Reduced
214
Closed
52
Calls
$529M
Puts
$300M
Net Calls
+$230M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$956M +$34.3M +1,232,951 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$801M +$189M +6,802,101 +36%
State Street
3
State Street
Massachusetts
$678M -$19.8M -710,727 -3%
MNA
4
Manning & Napier Advisors
New York
$514M -$121M -4,368,655 -21%
OH
5
Orbis Holdings
Bermuda
$482M +$175M +6,296,802 +68%
BIT
6
BlackRock Institutional Trust
California
$357M +$3.8M +136,692 +1%
MAM
7
Marketfield Asset Management
New York
$335M +$24.7M +886,974 +9%
Invesco
8
Invesco
Georgia
$333M +$58.4M +2,099,973 +24%
FPA
9
First Pacific Advisors
California
$281M +$785K +28,256 +0.3%
SC
10
Sasco Capital
Connecticut
$243M -$7.5M -269,985 -3%
PIM
11
Platinum Investment Management
Australia
$237M +$213M +7,670,828 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$216M +$42.2M +1,518,806 +28%
Northern Trust
13
Northern Trust
Illinois
$209M +$7.66M +275,441 +4%
BFA
14
BlackRock Fund Advisors
California
$203M +$2.86M +102,948 +2%
FC
15
Fairpointe Capital
Illinois
$188M -$15.8M -568,574 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$187M +$34.1M +1,225,652 +25%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$145M +$3.75M +134,963 +3%
SSM
18
Sound Shore Management
Connecticut
$138M -$8.18M -294,326 -6%
ACA
19
Anchor Capital Advisors
Massachusetts
$134M +$1.81M +65,202 +2%
Morgan Stanley
20
Morgan Stanley
New York
$111M +$21.7M +779,618 +28%
Deutsche Bank
21
Deutsche Bank
Germany
$106M +$41.4M +1,490,130 +78%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$103M +$1.76M +63,176 +2%
BG
23
BlackRock Group
United Kingdom
$99.7M -$2.15M -77,462 -2%
SFM
24
Systematic Financial Management
New Jersey
$76M +$68.3M +2,458,935 New
Legal & General Group
25
Legal & General Group
United Kingdom
$66.9M -$1.61M -58,040 -3%

AA Hedge Fund Activity: Q1 2014 in Review

567 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2014, worth a combined $10.1B — down 4.2% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new AA positions and 52 closed out — a net gain of 37 holders — while 187 added to existing stakes and 214 trimmed.

The largest buyer was Raab & Moskowitz Asset Management, adding an estimated $17.3B. The largest seller was Manning & Napier Advisors, cutting an estimated $121M.

  • 567 institutional investors held Alcoa (AA) as of Q1 2014, up from 538 in Q4 2013.
  • Funds reported $10.1B of Alcoa stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 89 funds opened new Alcoa positions in Q1 2014 and 52 closed out, a net change of +37 holders.
  • The largest Alcoa buyer in Q1 2014 was Raab & Moskowitz Asset Management, an estimated $17.3B added.
  • The largest Alcoa seller in Q1 2014 was Manning & Napier Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2014.