AA Alcoa Corp

BULLISH Impact: 7/10 Institutional Cluster
Horizon weeks Processed 3mo ago
Institutional cluster: 5 buyers, 2 sellers (bullish)
Final — all horizons settled through T+60d
AA ▲ +16.40% at T+60d
LONG call ✓ call won +16.40% · α vs SPY +7.07% · entry $64.07 → $74.57
Entry anchored
Feb 27, 04:59 PM ET
via Databento tick
T+1d
-0.39%
call -0.39% · α +0.52%
$63.82
settled 3mo ago
T+5d
-4.79%
call -4.79% · α -3.58%
$61.00
settled 3mo ago
T+20d
-1.79%
call -1.79% · α +6.14%
$62.92
settled 3mo ago
T+60d
+16.40%
call +16.40% · α +7.07%
$74.57
settled 18d ago

Executive Summary

In Q4 2025, a significant institutional cluster emerged in Alcoa Corp (AA), with five major institutions collectively adding $330.1M in new positions, led by Fidelity doubling its stake to $262.1M. This buying was partially offset by two large sellers, including BofA trimming $54.4M and RenTech fully exiting, resulting in net institutional accumulation signaling renewed confidence in the stock.

Key Financial Metrics

Direction
accumulating
Buy Value
$330.1M
Sell Value
$57.1M
Net Flow
$273.0M

Institutional Positions

Net institutional flow: $273.0M

▲ Buyers (5)

InstitutionActionChangePosition ValueValue Δ
Fidelity DOUBLED +1940% $262.1M $254.2M
Norges Bank NEW +0% $67.6M $67.6M
Wells Fargo ADD +40% $13.6M $7.6M
Two Sigma DOUBLED +112.8% $1.0M $735.0K
Duquesne NEW +0% $73.0K $73.0K

▼ Sellers (2)

InstitutionActionChangePrev ValueValue Δ
BofA TRIM -60.4% $151.3M -$54.4M
RenTech EXIT -100% $2.7M -$2.7M

Actionable Insight

The strong net buying from high-conviction investors like Fidelity and Norges Bank suggests growing institutional confidence in Alcoa’s fundamentals or sector outlook. Traders should monitor for follow-through buying and potential upward pressure on the stock, especially if aluminum prices or earnings support the thesis.

Key Facts

  • Fidelity established a $262.1M position in AA, more than doubling its holdings with a $254.2M net increase.
  • Norges Bank and Duquesne Fund initiated new positions worth $67.6M and $73K respectively.
  • BofA reduced its stake by 60.4%, selling $54.4M, while RenTech fully exited its $2.7M position.
  • Total institutional buying: $330.1M; total selling: $57.1M — net positive flow of $273M.
  • The cluster includes sovereign, mega-passive, quant, and family office investors, indicating broad-based conviction.

Financial Impact

Five institutions accumulated $330.1M in new positions while two reduced holdings by $57.1M, resulting in a net institutional inflow of $273M.

market_sentimentinstitutional_ownershipfloat_demand

Risk Factors

  • BofA and RenTech exiting or trimming raises questions about risk perception or portfolio rebalancing away from materials.
  • Mega-passive involvement (Fidelity, Wells Fargo) may reflect index flows rather than active conviction, though the scale of Fidelity's move suggests strategic intent.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-AA-2025-Q4
8 reports for AA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AA — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$69.02 awaiting T+5awaiting T+5
May 11, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$67.64 $62.59▼ −7.46%▼ −7.54%
Apr 16, 2026
8w ago
8-K
BULLISH ★ 8/10
$65.61 $65.96▲ +0.53%▼ −0.02%
Mar 24, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$58.69 $71.88▲ +22.48%▲ +22.72%
Mar 19, 2026
12w ago
DEFA14A
NEUTRAL ★ 2/10
$56.15 $58.19▲ +3.64%▲ +5.79%
Mar 19, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$56.15 $58.19▲ +3.64%▲ +5.79%
Mar 19, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$56.15 $58.19▲ +3.64%▲ +5.79%
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 7/10
$64.07 $61.00▼ −4.79%▼ −3.58%
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (49h 36m)

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