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320 hedge funds and large institutions have $3.2B invested in Alcoa in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $186M | Put options by funds: $109M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.77% more ownership

Funds ownership: 84.14%85.92% (+1.8%)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

5% less funds holding

Funds holding: 336320 (-16)

12% less capital invested

Capital invested by funds: $3.64B → $3.2B (-$443M)

23% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 60

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
46
Increased
95
Reduced
99
Closed
60
Calls
$186M
Puts
$109M
Net Calls
+$77.3M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$390M -$10.8M -518,610 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$337M -$8.47M -407,553 -2%
Capital World Investors
3
Capital World Investors
California
$321M -$48.7M -2,343,063 -13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$195M +$12M +576,209 +6%
BlackRock
5
BlackRock
New York
$182M +$6.49M +312,039 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$135M +$28.2M +1,355,962 +25%
Renaissance Technologies
7
Renaissance Technologies
New York
$130M +$73.4M +3,531,166 +120%
OAG
8
Orbis Allan Gray
Bermuda
$127M +$6.99M +336,331 +6%
Capital International Investors
9
Capital International Investors
California
$100M +$9.5M +456,808 +10%
Goldman Sachs
10
Goldman Sachs
New York
$97.5M +$21.4M +1,030,783 +27%
PI
11
Putnam Investments
Massachusetts
$81.9M +$798K +38,389 +0.9%
State Street
12
State Street
Massachusetts
$66.4M -$5.98M -287,490 -8%
Two Sigma Investments
13
Two Sigma Investments
New York
$64.1M -$10.1M -487,469 -13%
Citadel Advisors
14
Citadel Advisors
Florida
$64.1M +$62.1M +2,988,159 +1,448%
AllianceBernstein
15
AllianceBernstein
Tennessee
$63.2M -$41.8M -2,008,313 -39%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$59.5M -$99.8K -4,800 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.4M -$394K -18,936 -0.9%
LPC
18
Lion Point Capital
New York
$32.8M +$21.5M +1,036,000 +173%
Charles Schwab
19
Charles Schwab
California
$30.1M +$8.28M +398,260 +36%
Northern Trust
20
Northern Trust
Illinois
$28.4M -$5.81M -279,371 -16%
AQR Capital Management
21
AQR Capital Management
Connecticut
$24.7M +$4.09M +196,763 +19%
N
22
Nuveen
North Carolina
$24.3M +$9.95M +478,639 +65%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$22.6M -$7.98M -383,769 -25%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$22.4M -$1.34M -64,350 -5%
Prudential Financial
25
Prudential Financial
New Jersey
$18.1M -$2.77M -133,028 -13%

AA Hedge Fund Activity: Q3 2019 in Review

320 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q3 2019, worth a combined $3.2B — down 12% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AA and 46 opened new positions — a net loss of 14 holders — while 99 trimmed existing stakes and 95 added.

The largest buyer was Renaissance Technologies, adding an estimated $73.4M. The largest seller was Capital World Investors, cutting an estimated $48.7M.

  • 320 institutional investors held Alcoa (AA) as of Q3 2019, down from 336 in Q2 2019.
  • Funds reported $3.2B of Alcoa stock for Q3 2019, down 12% quarter-over-quarter.
  • 46 funds opened new Alcoa positions in Q3 2019 and 60 closed out, a net change of -14 holders.
  • The largest Alcoa buyer in Q3 2019 was Renaissance Technologies, an estimated $73.4M added.
  • The largest Alcoa seller in Q3 2019 was Capital World Investors, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.