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440 hedge funds and large institutions have $5.06B invested in Alcoa in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 135

3% less funds holding

Funds holding: 453440 (-13)

4.65% less ownership

Funds ownership: 87.94%83.29% (-4.6%)

5% less capital invested

Capital invested by funds: $5.33B → $5.06B (-$274M)

16% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 69

24% less call options, than puts

Call options by funds: $453M | Put options by funds: $597M

Holders
440
Holders Change
-13
Holders Change %
-2.87%
% of All Funds
6.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
58
Increased
154
Reduced
135
Closed
69
Calls
$453M
Puts
$597M
Net Calls
-$144M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$753M +$19.2M +657,497 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M +$925K +31,615 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$314M -$235M -8,042,334 -46%
State Street
4
State Street
Massachusetts
$273M -$7.82M -267,500 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$212M +$57.4M +1,961,836 +45%
SPC
6
Slate Path Capital
New York
$133M +$43.3M +1,481,000 +60%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$101M +$668K +22,836 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$97.1M +$3.57M +122,158 +4%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$94.2M -$176K -6,019 -0.2%
Two Sigma Investments
10
Two Sigma Investments
New York
$94M -$24.7M -843,993 -23%
MMH
11
Menora Mivtachim Holdings
Israel
$86.6M +$36.8M +1,257,498 +96%
Citadel Advisors
12
Citadel Advisors
Florida
$76.1M +$32.9M +1,124,909 +100%
Fisher Asset Management
13
Fisher Asset Management
Washington
$73.8M -$4.81M -164,592 -7%
LC
14
L1 Capital
Australia
$72.7M +$64M +2,187,849 New
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$71.7M +$53M +1,811,241 +584%
ECA
16
Encompass Capital Advisors
New York
$70.5M +$37.5M +1,280,692 +159%
Capital Research Global Investors
17
Capital Research Global Investors
California
$69.9M +$13.9M +475,000 +30%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$69.4M -$10.4M -356,200 -15%
Norges Bank
19
Norges Bank
Norway
$62.5M +$14.7M +503,914 +37%
PC
20
PointState Capital
New York
$60.2M -$10.3M -352,391 -17%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$54.6M +$9.21M +314,717 +24%
AIM
22
ARGA Investment Management
Connecticut
$50.4M +$29.2M +997,912 +202%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$50M +$13M +444,393 +43%
UBS Group
24
UBS Group
Switzerland
$47.4M +$11.5M +392,447 +39%
Charles Schwab
25
Charles Schwab
California
$47.4M +$2.25M +77,080 +6%

AA Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q1 2024, worth a combined $5.06B — down 5.1% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AA and 58 opened new positions — a net loss of 11 holders — while 135 trimmed existing stakes and 154 added.

The largest buyer was L1 Capital, opening a new position worth an estimated $64M. The largest seller was Morgan Stanley, cutting an estimated $235M.

  • 440 institutional investors held Alcoa (AA) as of Q1 2024, down from 453 in Q4 2023.
  • Funds reported $5.06B of Alcoa stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 58 funds opened new Alcoa positions in Q1 2024 and 69 closed out, a net change of -11 holders.
  • The largest Alcoa buyer in Q1 2024 was L1 Capital, an estimated $64M added.
  • The largest Alcoa seller in Q1 2024 was Morgan Stanley, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2024.