We are live on ! Find out more
AAL icon

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
HighTower Advisors
301
HighTower Advisors
Illinois
$168K -$12.6K -552 -4%
SWP
302
Stratos Wealth Partners
Ohio
$160K -$1.03M -45,374 -78%
SBH
303
Segall Bryant & Hamill
Illinois
$159K +$114K +5,000 +62%
WIA
304
Wealthstreet Investment Advisors
Texas
$157K +$3.76K +165 +1%
IWM
305
IHT Wealth Management
Illinois
$153K +$98.6K +4,325 +52%
SB
306
Simmons Bank
Arkansas
$153K +$286K +12,569 New
TYCC
307
Texas Yale Capital Corp
Florida
$152K +$284K +12,479 New
PFM
308
Parsec Financial Management
North Carolina
$151K -$142K -6,217 -33%
FCI
309
Financial Counselors Inc
Kansas
$150K +$281K +12,319 New
LRPA
310
L. Roy Papp & Associates
Arizona
$149K
GWM
311
Geneos Wealth Management
Colorado
$149K +$73.9K +3,243 +45%
BCIM
312
British Columbia Investment Management
British Columbia, Canada
$147K -$323K -14,194 -54%
IAA
313
Independent Advisor Alliance
North Carolina
$147K +$275K +12,078 New
KRSITF
314
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$144K +$58.9K +2,583 +28%
OC
315
Oppenheimer & Co
New York
$142K -$126K -5,514 -32%
NSIM
316
North Star Investment Management
Illinois
$140K +$11.4K +500 +5%
KA
317
Kovack Advisors
Florida
$139K +$260K +11,422 New
IRF
318
IBM Retirement Fund
New York
$138K +$77.9K +3,417 +43%
LF
319
Lee Financial
Texas
$138K +$238K +10,440 +1,172%
PFS
320
Prospera Financial Services
Texas
$137K +$255K +11,202 New
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$136K +$7.18K +315 +3%
BWA
322
BDO Wealth Advisors
Florida
$136K +$255K +11,192 New
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$135K +$889 +39 +0.4%
PIA
324
Piedmont Investment Advisors
North Carolina
$134K +$19.3K +849 +8%
JMPWA
325
JP Morgan Private Wealth Advisors
California
$134K +$251K +11,008 New

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.