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502 hedge funds and large institutions have $6.51B invested in Alcoa in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 138 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $4.8B → $6.51B (+$1.71B)

3.5% more ownership

Funds ownership: 79.08%82.58% (+3.5%)

9% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 81

0% less funds holding

Funds holding: 504502 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less call options, than puts

Call options by funds: $610M | Put options by funds: $781M

28% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 191

Holders
502
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
8.07%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
88
Increased
138
Reduced
191
Closed
81
Calls
$610M
Puts
$781M
Net Calls
-$171M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.01B -$5.92M -135,937 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$804M -$7.26M -166,754 -0.9%
State Street
3
State Street
Massachusetts
$364M +$31.9M +732,949 +10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$272M -$5.79M -133,111 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$221M -$25.9M -595,191 -11%
DZ Bank
6
DZ Bank
Germany
$208M +$195M +4,483,625 +4,737%
TP
7
Theleme Partners
United Kingdom
$185M +$28.7M +660,000 +19%
Franklin Resources
8
Franklin Resources
California
$180M +$172M +3,944,846 +24,498%
JP Morgan Chase
9
JP Morgan Chase
New York
$146M +$37M +850,023 +36%
Fisher Asset Management
10
Fisher Asset Management
Washington
$140M -$38.7M -889,614 -22%
Amundi
11
Amundi
France
$133M +$35.9M +824,565 +47%
Morgan Stanley
12
Morgan Stanley
New York
$132M -$40.3M -925,948 -24%
Norges Bank
13
Norges Bank
Norway
$129M +$13.8M +317,240 +13%
Invesco
14
Invesco
Georgia
$119M +$73.9M +1,698,128 +183%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$113M +$274K +6,298 +0.3%
Northern Trust
16
Northern Trust
Illinois
$87.6M -$4.7M -108,014 -5%
Bank of America
17
Bank of America
North Carolina
$85.2M -$1.53M -35,149 -2%
Renaissance Technologies
18
Renaissance Technologies
New York
$85.1M -$100M -2,305,700 -55%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$83.5M +$43.1M +989,119 +117%
N
20
Nuveen
North Carolina
$80.5M +$39.7M +912,340 +106%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$70.1M +$67.1M +1,542,400 New
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$62.5M +$21.2M +487,605 +55%
First Trust Advisors
23
First Trust Advisors
Illinois
$60.9M +$21.8M +500,875 +60%
MMH
24
Menora Mivtachim Holdings
Israel
$53M -$32.8M -753,370 -39%
Charles Schwab
25
Charles Schwab
California
$51.2M -$7.18K -165 -0%

AA Hedge Fund Activity: Q4 2022 in Review

502 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2022, worth a combined $6.51B — up 36% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AA positions and 81 closed out — a net gain of 7 holders — while 138 added to existing stakes and 191 trimmed.

The largest buyer was DZ Bank, adding an estimated $195M. The largest seller was Renaissance Technologies, cutting an estimated $100M.

  • 502 institutional investors held Alcoa (AA) as of Q4 2022, down from 504 in Q3 2022.
  • Funds reported $6.51B of Alcoa stock for Q4 2022, up 36% quarter-over-quarter.
  • 88 funds opened new Alcoa positions in Q4 2022 and 81 closed out, a net change of +7 holders.
  • The largest Alcoa buyer in Q4 2022 was DZ Bank, an estimated $195M added.
  • The largest Alcoa seller in Q4 2022 was Renaissance Technologies, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2022.