Assenagon Asset Management S.A. has opened a new $32.8M position in $AA, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AA.
$AA Hedge Fund Activity
We have seen 379 institutional investors add shares of $AA stock to their portfolio, and 224 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIRABELLA FINANCIAL SERVICES LLP removed 40,061,147 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $2,128,849,351
- FMR LLC added 4,690,789 shares (+1940.0%) to their portfolio in Q4 2025, for an estimated $249,268,527
- L1 CAPITAL PTY LTD removed 4,342,223 shares (-73.8%) from their portfolio in Q4 2025, for an estimated $230,745,730
- BANK OF NEW YORK MELLON CORP added 4,247,559 shares (+211.7%) to their portfolio in Q4 2025, for an estimated $225,715,285
- CASTLE HOOK PARTNERS LP added 3,968,265 shares (+inf%) to their portfolio in Q4 2025, for an estimated $210,873,602
- MAPLE ROCK CAPITAL PARTNERS INC. added 3,263,300 shares (+inf%) to their portfolio in Q4 2025, for an estimated $173,411,762
- AQR CAPITAL MANAGEMENT LLC added 2,503,132 shares (+153.4%) to their portfolio in Q4 2025, for an estimated $133,016,434
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AA Analyst Ratings
Wall Street analysts have issued reports on $AA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 01/08/2026
- Citigroup issued a "Buy" rating on 12/19/2025
To track analyst ratings and price targets for $AA, check out Quiver Quantitative's $AA forecast page.
$AA Price Targets
Multiple analysts have issued price targets for $AA recently. We have seen 7 analysts offer price targets for $AA in the last 6 months, with a median target of $75.0.
Here are some recent targets:
- Carlos De Alba from Morgan Stanley set a target price of $80.0 on 04/09/2026
- Katja Jancic from BMO Capital set a target price of $75.0 on 04/09/2026
- Bill Peterson from JP Morgan set a target price of $70.0 on 04/09/2026
- Nick Giles from B. Riley Securities set a target price of $96.0 on 04/07/2026
- Alexander Hacking from Citigroup set a target price of $76.0 on 03/16/2026
- Daniel Major from UBS set a target price of $70.0 on 03/12/2026
- Timna Tanners from Wells Fargo set a target price of $64.0 on 01/23/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AA ticker page for more data.
