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517 hedge funds and large institutions have $6.23B invested in Alcoa in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 167 increasing their positions, 159 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

3% more funds holding

Funds holding: 502517 (+15)

5% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 159

0.46% less ownership

Funds ownership: 82.58%82.11% (-0.46%)

4% less capital invested

Capital invested by funds: $6.51B → $6.23B (-$282M)

34% less call options, than puts

Call options by funds: $422M | Put options by funds: $637M

Holders
517
Holders Change
+15
Holders Change %
+2.99%
% of All Funds
8.24%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
95
Increased
167
Reduced
159
Closed
69
Calls
$422M
Puts
$637M
Net Calls
-$215M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$936M -$12.8M -265,746 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$770M +$19.6M +407,544 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$438M +$209M +4,325,754 +72%
State Street
4
State Street
Massachusetts
$352M +$13.1M +271,387 +3%
Franklin Resources
5
Franklin Resources
California
$188M +$22M +455,750 +12%
TP
6
Theleme Partners
United Kingdom
$181M +$8.92M +185,000 +5%
Morgan Stanley
7
Morgan Stanley
New York
$172M +$54.7M +1,135,119 +39%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$152M +$10.9M +225,712 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$127M -$11.4M -237,224 -7%
Invesco
10
Invesco
Georgia
$123M +$12.7M +263,849 +10%
Fisher Asset Management
11
Fisher Asset Management
Washington
$121M -$11.4M -235,747 -8%
Bank of America
12
Bank of America
North Carolina
$114M +$39.1M +811,491 +43%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$107M +$1.4M +28,972 +1%
RL
14
Ruffer LLP
United Kingdom
$84.9M +$96.2M +1,996,243 New
Norges Bank
15
Norges Bank
Norway
$83M -$42.3M -877,863 -31%
MMH
16
Menora Mivtachim Holdings
Israel
$82.8M +$37.6M +780,861 +67%
DZ Bank
17
DZ Bank
Germany
$82M -$128M -2,651,726 -58%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$81.2M -$143M -2,963,168 -61%
PC
19
PointState Capital
New York
$80.3M +$48.3M +1,001,233 +113%
Northern Trust
20
Northern Trust
Illinois
$80.2M -$1.97M -40,925 -2%
Amundi
21
Amundi
France
$69M -$39.2M -812,776 -32%
N
22
Nuveen
North Carolina
$67.3M -$9.18M -190,398 -11%
Renaissance Technologies
23
Renaissance Technologies
New York
$60.9M -$21.2M -439,400 -23%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$57.7M -$948K -19,666 -1%
Charles Schwab
25
Charles Schwab
California
$48.6M +$750K +15,561 +1%

AA Hedge Fund Activity: Q1 2023 in Review

517 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2023, worth a combined $6.23B — down 4.3% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AA positions and 69 closed out — a net gain of 26 holders — while 167 added to existing stakes and 159 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $209M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 517 institutional investors held Alcoa (AA) as of Q1 2023, up from 502 in Q4 2022.
  • Funds reported $6.23B of Alcoa stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 95 funds opened new Alcoa positions in Q1 2023 and 69 closed out, a net change of +26 holders.
  • The largest Alcoa buyer in Q1 2023 was Bank of New York Mellon, an estimated $209M added.
  • The largest Alcoa seller in Q1 2023 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2023.