Alcoa
576 hedge funds and large institutions have $11.9B invested in Alcoa in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 210 reducing their positions, and 64 closing their positions.
27% more call options, than puts
Call options by funds: $501M | Put options by funds: $396M
19% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 64
18% more capital invested
Capital invested by funds: $10.1B → $11.9B (+$1.81B)
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
2% more funds holding
Funds holding: 567 → 576 (+9)
5% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 210
1.89% less ownership
Funds ownership: 30.28% → 28.39% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118M |
| 2 |
AIM
Assured Investment Management
New York
|
+$76.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$71M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$63.8M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$84.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$78.3M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$70.5M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$66M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$37.1M |
AA Hedge Fund Activity: Q2 2014 in Review
576 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q2 2014, worth a combined $11.9B — up 18% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AA positions and 64 closed out — a net gain of 12 holders — while 200 added to existing stakes and 210 trimmed.
The largest buyer was Vanguard Group, adding an estimated $118M. The largest seller was Fairpointe Capital, cutting an estimated $84.5M.
- 576 institutional investors held Alcoa (AA) as of Q2 2014, up from 567 in Q1 2014.
- Funds reported $11.9B of Alcoa stock for Q2 2014, up 18% quarter-over-quarter.
- 76 funds opened new Alcoa positions in Q2 2014 and 64 closed out, a net change of +12 holders.
- The largest Alcoa buyer in Q2 2014 was Vanguard Group, an estimated $118M added.
- The largest Alcoa seller in Q2 2014 was Fairpointe Capital, an estimated $84.5M sold.
Based on aggregated 13F filings for Q2 2014.