LongAAJun 2026
Alcoa Corporation
Alcoa offers Eagle exposure to a structural change in global aluminum supply. China has imposed smelter caps and is no longer adding net capacity, meaning future demand growth…
AA
Which hedge funds are long AA?
1 published idea on Alcoa Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Alcoa Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.