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American Airlines Group

531 hedge funds and large institutions have $3.62B invested in American Airlines Group in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

17% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 107

2% more funds holding

Funds holding: 521531 (+10)

10% less call options, than puts

Call options by funds: $391M | Put options by funds: $435M

11.75% less ownership

Funds ownership: 81.39%69.64% (-12%)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less capital invested

Capital invested by funds: $10.2B → $3.62B (-$6.62B)

Holders
531
Holders Change
+10
Holders Change %
+1.92%
% of All Funds
11.7%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.13%
New
125
Increased
187
Reduced
141
Closed
107
Calls
$391M
Puts
$435M
Net Calls
-$44.1M
Net Calls Change
+$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
251
H2O AM
United Kingdom
$288K -$73.8K -3,237 -12%
HA
252
Harbor Advisors
Florida
$288K
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$279K -$280K -12,300 -35%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$276K +$161K +7,043 +38%
SPC
255
Sigma Planning Corp
Michigan
$273K +$511K +22,433 New
WAM
256
Weiss Asset Management
Massachusetts
$268K +$500K +21,946 New
PFO
257
Pathstone Family Office
New Jersey
$265K +$1.71K +75 +0.3%
GC
258
GFG Capital
Florida
$263K +$491K +21,562 New
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$262K -$114K -5,013 -19%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$261K
WAM
261
World Asset Management
Michigan
$258K -$178K -7,808 -27%
ACM
262
AlphaCrest Capital Management
New York
$256K +$80.9K +3,550 +20%
Mariner
263
Mariner
Kansas
$256K +$479K +21,033 New
HC
264
Hourglass Capital
Texas
$254K -$6.89M -302,399 -94%
NMIMC
265
Northwestern Mutual Investment Management Company
Wisconsin
$247K +$116K +5,082 +34%
LIA
266
LS Investment Advisors
Michigan
$238K -$168K -7,388 -27%
Coatue Management
267
Coatue Management
New York
$237K +$442K +19,415 New
KPW
268
Kore Private Wealth
New York
$236K +$385K +16,904 +699%
Marshall Wace
269
Marshall Wace
United Kingdom
$235K +$439K +19,268 New
GAM
270
Gotham Asset Management
New York
$231K -$6.87M -301,607 -94%
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
$231K +$433K +18,998 New
CPIG
272
Chicago Partners Investment Group
Illinois
$230K +$453K +19,889 New
OPS
273
Orion Portfolio Solutions
Nebraska
$228K +$27.3K +1,197 +7%
CIA
274
CSat Investment Advisory
Michigan
$227K +$67.6K +2,968 +19%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$224K +$410K +17,995 +4,662%

AAL Hedge Fund Activity: Q1 2020 in Review

531 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q1 2020, worth a combined $3.62B — down 65% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new AAL positions and 107 closed out — a net gain of 18 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was U.S. Global Investors (USGI), adding an estimated $66.2M. The largest seller was Harris Associates, exiting entirely with an estimated $485M sold.

  • 531 institutional investors held American Airlines Group (AAL) as of Q1 2020, up from 521 in Q4 2019.
  • Funds reported $3.62B of American Airlines Group stock for Q1 2020, down 65% quarter-over-quarter.
  • 125 funds opened new American Airlines Group positions in Q1 2020 and 107 closed out, a net change of +18 holders.
  • The largest American Airlines Group buyer in Q1 2020 was U.S. Global Investors (USGI), an estimated $66.2M added.
  • The largest American Airlines Group seller in Q1 2020 was Harris Associates, an estimated $485M sold.

Based on aggregated 13F filings for Q1 2020.