We are live on ! Find out more

467 hedge funds and large institutions have $8.67B invested in Alcoa in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 145 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 48

29% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 112

23% more capital invested

Capital invested by funds: $7.06B → $8.67B (+$1.61B)

14% more funds holding

Funds holding: 411467 (+56)

4.79% more ownership

Funds ownership: 82.25%87.03% (+4.8%)

7% more call options, than puts

Call options by funds: $205M | Put options by funds: $192M

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
467
Holders Change
+56
Holders Change %
+13.63%
% of All Funds
10.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
106
Increased
145
Reduced
112
Closed
48
Calls
$205M
Puts
$192M
Net Calls
+$13M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$877M +$29.9M +653,214 +4%
Capital World Investors
2
Capital World Investors
California
$636M +$540M +11,798,741 New
Norges Bank
3
Norges Bank
Norway
$515M +$78.1M +1,707,266 +22%
BlackRock
4
BlackRock
New York
$472M +$26.1M +570,178 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$384M +$74.9M +1,637,632 +30%
PI
6
Putnam Investments
Massachusetts
$329M -$24.9M -545,091 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$305M +$82.1M +1,795,940 +46%
AllianceBernstein
8
AllianceBernstein
Tennessee
$284M +$163M +3,559,958 +207%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$245M -$149M -3,264,773 -42%
State Street
10
State Street
Massachusetts
$193M +$10.2M +222,382 +7%
Capital Research Global Investors
11
Capital Research Global Investors
California
$176M -$102M -2,222,410 -40%
EM
12
Elliott Management
New York
$156M -$248M -5,425,000 -65%
AQR Capital Management
13
AQR Capital Management
Connecticut
$152M +$101M +2,205,192 +361%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$149M +$3.05M +66,699 +2%
PG
15
Pendal Group
Australia
$140M +$2.93M +64,148 +3%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$132M -$2.95M -64,567 -3%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$126M +$6.18M +135,039 +6%
Morgan Stanley
18
Morgan Stanley
New York
$123M +$59.9M +1,310,844 +136%
Goldman Sachs
19
Goldman Sachs
New York
$118M +$47.7M +1,043,211 +90%
Invesco
20
Invesco
Georgia
$115M +$5.04M +110,263 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$114M +$8.4M +183,700 +9%
OAG
22
Orbis Allan Gray
Bermuda
$107M +$812K +17,759 +0.9%
Two Sigma Investments
23
Two Sigma Investments
New York
$95.7M -$24.9M -543,569 -23%
LPC
24
Lion Point Capital
New York
$90.6M
Prudential Financial
25
Prudential Financial
New Jersey
$86.9M +$17.5M +382,880 +31%

AA Hedge Fund Activity: Q4 2017 in Review

467 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2017, worth a combined $8.67B — up 23% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AA positions and 48 closed out — a net gain of 58 holders — while 145 added to existing stakes and 112 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $540M. The largest seller was Elliott Management, cutting an estimated $248M.

  • 467 institutional investors held Alcoa (AA) as of Q4 2017, up from 411 in Q3 2017.
  • Funds reported $8.67B of Alcoa stock for Q4 2017, up 23% quarter-over-quarter.
  • 106 funds opened new Alcoa positions in Q4 2017 and 48 closed out, a net change of +58 holders.
  • The largest Alcoa buyer in Q4 2017 was Capital World Investors, an estimated $540M added.
  • The largest Alcoa seller in Q4 2017 was Elliott Management, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2017.