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410 hedge funds and large institutions have $4.52B invested in Alcoa in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 113 increasing their positions, 111 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

138% more call options, than puts

Call options by funds: $284M | Put options by funds: $119M

51% more capital invested

Capital invested by funds: $2.99B → $4.52B (+$1.53B)

45% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 71

13.34% more ownership

Funds ownership: 58.02%71.36% (+13%)

7% more funds holding

Funds holding: 384410 (+26)

2% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 111

Holders
410
Holders Change
+26
Holders Change %
+6.77%
% of All Funds
10.21%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.27%
New
103
Increased
113
Reduced
111
Closed
71
Calls
$284M
Puts
$119M
Net Calls
+$165M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$446M -$13.4M -382,106 -3%
EM
2
Elliott Management
New York
$352M
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$246M +$56.3M +1,610,012 +29%
BlackRock
4
BlackRock
New York
$235M +$233M +6,658,703 +4,113%
FPA
5
First Pacific Advisors
California
$175M -$50.3M -1,438,424 -22%
Norges Bank
6
Norges Bank
Norway
$145M +$100M +2,871,194 +212%
JP Morgan Chase
7
JP Morgan Chase
New York
$133M +$89.1M +2,547,180 +193%
Renaissance Technologies
8
Renaissance Technologies
New York
$121M +$55.7M +1,592,700 +83%
State Street
9
State Street
Massachusetts
$115M -$7.91M -226,057 -6%
Two Sigma Investments
10
Two Sigma Investments
New York
$104M +$82M +2,343,791 +339%
Millennium Management
11
Millennium Management
New York
$101M +$78.6M +2,245,664 +331%
WBC
12
Westpac Banking Corp
Australia
$87.8M -$18.9M -538,776 -17%
TP
13
Third Point
New York
$86M +$87.5M +2,500,000 New
Two Sigma Advisers
14
Two Sigma Advisers
New York
$82.3M +$42M +1,199,162 +100%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$75M +$24M +687,163 +46%
Invesco
16
Invesco
Georgia
$71.7M +$529K +15,121 +0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$63.1M +$63.8M +1,823,794 +16,133%
Deutsche Bank
18
Deutsche Bank
Germany
$63.1M +$33.3M +950,830 +108%
SFM
19
Systematic Financial Management
New Jersey
$61.7M +$62.7M +1,792,858 New
Goldman Sachs
20
Goldman Sachs
New York
$59.4M +$34M +971,574 +129%
JIM
21
Jupiter Investment Management
United Kingdom
$59.3M +$60.3M +1,722,699 New
ETC
22
Evercore Trust Company
New York
$57.2M -$11.5M -329,090 -17%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$47.6M -$537K -15,353 -1%
DFO
24
Duquesne Family Office
New York
$47.1M +$5.94M +169,711 +14%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$44.7M +$8.87M +253,555 +24%

AA Hedge Fund Activity: Q1 2017 in Review

410 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2017, worth a combined $4.52B — up 51% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new AA positions and 71 closed out — a net gain of 32 holders — while 113 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Manning & Napier Advisors, exiting entirely with an estimated $105M sold.

  • 410 institutional investors held Alcoa (AA) as of Q1 2017, up from 384 in Q4 2016.
  • Funds reported $4.52B of Alcoa stock for Q1 2017, up 51% quarter-over-quarter.
  • 103 funds opened new Alcoa positions in Q1 2017 and 71 closed out, a net change of +32 holders.
  • The largest Alcoa buyer in Q1 2017 was BlackRock, an estimated $233M added.
  • The largest Alcoa seller in Q1 2017 was Manning & Napier Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2017.