We are live on ! Find out more

390 hedge funds and large institutions have $4.91B invested in Alcoa in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $248M | Put options by funds: $110M

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

10.23% more ownership

Funds ownership: 71.36%81.59% (+10%)

9% more capital invested

Capital invested by funds: $4.52B → $4.91B (+$390M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less funds holding

Funds holding: 410390 (-20)

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
390
Holders Change
-20
Holders Change %
-4.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
52
Increased
142
Reduced
108
Closed
67
Calls
$248M
Puts
$110M
Net Calls
+$138M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$485M +$61.2M +1,885,745 +15%
EM
2
Elliott Management
New York
$383M +$48.7M +1,500,000 +15%
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$256M +$23M +708,488 +10%
Norges Bank
4
Norges Bank
Norway
$256M +$117M +3,608,914 +85%
BlackRock
5
BlackRock
New York
$254M +$31.1M +958,494 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$182M +$55.8M +1,719,604 +44%
FPA
7
First Pacific Advisors
California
$168M +$2.22M +68,580 +1%
JIM
8
Jupiter Investment Management
United Kingdom
$148M +$91.4M +2,816,320 +163%
Citadel Advisors
9
Citadel Advisors
Florida
$115M +$54.2M +1,671,862 +91%
State Street
10
State Street
Massachusetts
$114M +$4.92M +151,562 +5%
Millennium Management
11
Millennium Management
New York
$106M +$9.97M +307,380 +11%
Renaissance Technologies
12
Renaissance Technologies
New York
$88.8M -$25.5M -784,500 -22%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$85M +$6.79M +209,415 +9%
PG
14
Pendal Group
Australia
$83.4M +$82.9M +2,553,737 New
Two Sigma Investments
15
Two Sigma Investments
New York
$79.3M -$19.7M -606,824 -20%
Morgan Stanley
16
Morgan Stanley
New York
$69.7M +$39.6M +1,220,191 +134%
Invesco
17
Invesco
Georgia
$67.4M -$638K -19,655 -0.9%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$63.7M +$63.3M +1,950,553 New
OAG
19
Orbis Allan Gray
Bermuda
$63M +$51.3M +1,580,729 +454%
SFM
20
Systematic Financial Management
New Jersey
$55.9M -$2.63M -81,068 -5%
Deutsche Bank
21
Deutsche Bank
Germany
$54.6M -$5.18M -159,711 -9%
PI
22
Putnam Investments
Massachusetts
$52.7M +$52.4M +1,614,246 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$50.8M +$29.1M +895,449 +141%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$50.3M +$14.3M +440,317 +40%
ETC
25
Evercore Trust Company
New York
$49.2M -$5.07M -156,201 -9%

AA Hedge Fund Activity: Q2 2017 in Review

390 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q2 2017, worth a combined $4.91B — up 8.6% from $4.52B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of AA and 52 opened new positions — a net loss of 15 holders — while 108 trimmed existing stakes and 142 added.

The largest buyer was Norges Bank, adding an estimated $117M. The largest seller was Westpac Banking Corp, exiting entirely with an estimated $87.8M sold.

  • 390 institutional investors held Alcoa (AA) as of Q2 2017, down from 410 in Q1 2017.
  • Funds reported $4.91B of Alcoa stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 52 funds opened new Alcoa positions in Q2 2017 and 67 closed out, a net change of -15 holders.
  • The largest Alcoa buyer in Q2 2017 was Norges Bank, an estimated $117M added.
  • The largest Alcoa seller in Q2 2017 was Westpac Banking Corp, an estimated $87.8M sold.

Based on aggregated 13F filings for Q2 2017.