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320 hedge funds and large institutions have $867M invested in Alcoa in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

4% less funds holding

Funds holding: 333320 (-13)

11.12% less ownership

Funds ownership: 86.85%75.73% (-11%)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

46% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $52.6M

75% less capital invested

Capital invested by funds: $3.47B → $867M (-$2.6B)

Holders
320
Holders Change
-13
Holders Change %
-3.9%
% of All Funds
7.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
55
Increased
104
Reduced
88
Closed
66
Calls
$28.2M
Puts
$52.6M
Net Calls
-$24.4M
Net Calls Change
+$4.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M +$7.97M +580,733 +3%
BlackRock
2
BlackRock
New York
$64.5M -$1.2M -87,725 -0.8%
OAG
3
Orbis Allan Gray
Bermuda
$63.7M +$32.9M +2,398,489 +30%
Capital Research Global Investors
4
Capital Research Global Investors
California
$60.1M -$133M -9,693,231 -50%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45M -$2.51M -182,999 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$42.9M -$37.9M -2,759,596 -28%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$34.3M +$75.6M +5,505,519 +7,996%
Goldman Sachs
8
Goldman Sachs
New York
$32.5M -$13.6M -991,060 -16%
Two Sigma Investments
9
Two Sigma Investments
New York
$22.2M -$4.39M -319,904 -8%
State Street
10
State Street
Massachusetts
$21.7M -$3.78M -275,377 -7%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$20.3M +$1.85M +134,600 +4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$18.8M -$41.5M -3,024,127 -50%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$13.9M +$18.8M +1,372,762 +155%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.9M -$674K -49,138 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$12.7M +$16.5M +1,205,694 +141%
MCM
16
Masters Capital Management
Georgia
$11.7M +$19.5M +1,422,820 +298%
LPC
17
Lion Point Capital
New York
$10.5M +$16.5K +1,200 +0.1%
Charles Schwab
18
Charles Schwab
California
$10M +$1.4M +102,171 +7%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.51M -$13.2M -962,207 -38%
DSC
20
Donald Smith & Co
New York
$9.26M +$20.6M +1,503,760 New
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$9.24M +$20.6M +1,500,000 New
Deutsche Bank
22
Deutsche Bank
Germany
$9.02M +$2.7M +197,112 +16%
Barclays
23
Barclays
United Kingdom
$8.73M +$12.3M +898,455 +173%
Wells Fargo
24
Wells Fargo
California
$7.58M +$14.6M +1,060,359 +625%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$6.95M +$14M +1,018,210 +920%

AA Hedge Fund Activity: Q1 2020 in Review

320 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2020, worth a combined $867M — down 75% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AA and 55 opened new positions — a net loss of 11 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $75.6M. The largest seller was Capital World Investors, cutting an estimated $158M.

  • 320 institutional investors held Alcoa (AA) as of Q1 2020, down from 333 in Q4 2019.
  • Funds reported $867M of Alcoa stock for Q1 2020, down 75% quarter-over-quarter.
  • 55 funds opened new Alcoa positions in Q1 2020 and 66 closed out, a net change of -11 holders.
  • The largest Alcoa buyer in Q1 2020 was T. Rowe Price Associates, an estimated $75.6M added.
  • The largest Alcoa seller in Q1 2020 was Capital World Investors, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2020.