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458 hedge funds and large institutions have $7.06B invested in Alcoa in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $141M | Put options by funds: $133M

5% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 77

2% less funds holding

Funds holding: 467458 (-9)

2.65% less ownership

Funds ownership: 87.03%84.38% (-2.7%)

11% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 149

19% less capital invested

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

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
458
Holders Change
-9
Holders Change %
-1.93%
% of All Funds
10.5%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
73
Increased
133
Reduced
149
Closed
77
Calls
$141M
Puts
$133M
Net Calls
+$7.98M
Net Calls Change
-$5.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$822M +$321M +6,479,259 +55%
Vanguard Group
2
Vanguard Group
Pennsylvania
$775M +$47.3M +955,241 +6%
BlackRock
3
BlackRock
New York
$388M -$7.04M -142,075 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$318M +$189M +3,809,830 +116%
AllianceBernstein
5
AllianceBernstein
Tennessee
$252M +$16.1M +324,456 +6%
PI
6
Putnam Investments
Massachusetts
$252M -$25.6M -517,389 -8%
Norges Bank
7
Norges Bank
Norway
$248M -$200M -4,039,853 -42%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$222M -$35.5M -716,572 -13%
AQR Capital Management
9
AQR Capital Management
Connecticut
$190M +$69.8M +1,409,179 +50%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$185M -$22M -443,410 -10%
Goldman Sachs
11
Goldman Sachs
New York
$156M +$62.6M +1,263,264 +57%
State Street
12
State Street
Massachusetts
$152M -$9.91M -200,014 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$137M +$13.6M +274,757 +10%
OAG
14
Orbis Allan Gray
Bermuda
$113M +$26.8M +540,678 +27%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$106M +$49.1M +991,403 +73%
PG
16
Pendal Group
Australia
$104M -$13.8M -277,911 -11%
Morgan Stanley
17
Morgan Stanley
New York
$101M -$1.9M -38,400 -2%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$100M -$4.97M -100,449 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$99.2M -$243M -4,916,773 -69%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$98.1M -$13M -262,754 -11%
Renaissance Technologies
21
Renaissance Technologies
New York
$81.7M -$14.9M -301,200 -14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$79.6M +$26.9M +543,650 +44%
Millennium Management
23
Millennium Management
New York
$79.5M +$12.5M +253,186 +17%
LPC
24
Lion Point Capital
New York
$75.6M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$71.8M +$5.35M +107,932 +7%

AA Hedge Fund Activity: Q1 2018 in Review

458 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2018, worth a combined $7.06B — down 19% from $8.67B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of AA and 73 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 133 added.

The largest buyer was Capital World Investors, adding an estimated $321M. The largest seller was JP Morgan Chase, cutting an estimated $243M.

  • 458 institutional investors held Alcoa (AA) as of Q1 2018, down from 467 in Q4 2017.
  • Funds reported $7.06B of Alcoa stock for Q1 2018, down 19% quarter-over-quarter.
  • 73 funds opened new Alcoa positions in Q1 2018 and 77 closed out, a net change of -4 holders.
  • The largest Alcoa buyer in Q1 2018 was Capital World Investors, an estimated $321M added.
  • The largest Alcoa seller in Q1 2018 was JP Morgan Chase, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2018.