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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$418M +$5.49K +265 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$359M -$2.36M -113,991 -0.7%
Capital World Investors
3
Capital World Investors
California
$268M -$73.2M -3,537,305 -22%
BlackRock
4
BlackRock
New York
$227M +$30.5M +1,472,084 +16%
Renaissance Technologies
5
Renaissance Technologies
New York
$209M +$67.2M +3,244,822 +50%
OAG
6
Orbis Allan Gray
Bermuda
$171M +$33.9M +1,636,991 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$161M +$15.6M +754,009 +11%
Goldman Sachs
8
Goldman Sachs
New York
$135M +$29.3M +1,416,819 +29%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$131M -$75M -3,623,233 -37%
Nomura Holdings
10
Nomura Holdings
Japan
$101M +$93.2M +4,503,344 +2,277%
PI
11
Putnam Investments
Massachusetts
$96.8M +$8.71M +420,823 +10%
Two Sigma Investments
12
Two Sigma Investments
New York
$84.5M +$15.2M +731,882 +23%
State Street
13
State Street
Massachusetts
$81.8M +$10.2M +494,413 +15%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$68M +$4.1M +198,101 +7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$67.3M -$494K -23,876 -0.8%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$53.9M +$46.4M +2,242,881 +851%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$46M +$2.56M +123,638 +6%
LPC
18
Lion Point Capital
New York
$36.5M +$1.3M +62,800 +4%
Charles Schwab
19
Charles Schwab
California
$32.8M +$459K +22,159 +1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$29.7M +$3.14M +151,890 +12%
N
21
Nuveen
North Carolina
$28.9M +$2.79M +134,971 +11%
Deutsche Bank
22
Deutsche Bank
Germany
$27.3M +$16.2M +780,979 +160%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$22.8M -$1.19M -57,316 -5%
Northern Trust
24
Northern Trust
Illinois
$19.9M -$10.2M -491,713 -35%
Man Group
25
Man Group
United Kingdom
$19.5M +$8.43M +407,195 +82%

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.