Guru Ownership Trend
Guru Analysis for Alcoa Corporation (AA)
Alcoa Corporation (AA), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $588.34 M.
Top institutional holders include Cliff Asness and Stanley Druckenmiller.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $154.05 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Jeremy Grantham reduced exposure by 1.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Alcoa Corporation (AA)
Major holders include Cliff Asness ($343.04 M), Stanley Druckenmiller ($99.06 M), Joel Greenblatt ($42.53 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 8.56 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $154.05 M, with 8 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited AA. The total reported sell value was $97,239.78.
Yes, 5 managers opened new positions in AA, and 3 increased their existing holdings. The total reported buy value was $154.15 M.
