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American Airlines Group

569 hedge funds and large institutions have $21.6B invested in American Airlines Group in 2014 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 57

90% more call options, than puts

Call options by funds: $805M | Put options by funds: $424M

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

40% more capital invested

Capital invested by funds: $15.4B → $21.6B (+$6.14B)

18% more funds holding

Funds holding: 484569 (+85)

8% more funds holding in top 10

Funds holding in top 10: 6166 (+5)

Holders
569
Holders Change
+85
Holders Change %
+17.56%
% of All Funds
16.36%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.9%
New
145
Increased
248
Reduced
136
Closed
57
Calls
$805M
Puts
$424M
Net Calls
+$381M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
451
Oakbrook Investments
Illinois
$329K +$298K +7,650 New
SCM
452
Schnieders Capital Management
California
$329K +$299K +7,665 New
CCG
453
Crescent Capital Group
California
$322K +$39K +1,000 +15%
SIM
454
Sentry Investment Management
Wisconsin
$322K +$293K +7,500 New
AIM
455
Acropolis Investment Management
Missouri
$320K +$72.7K +1,863 +33%
NSEDCP
456
NJ State Employees Deferred Compensation Plan
New Jersey
$320K +$290K +7,439 New
PIP
457
Palisades Investment Partners
California
$309K -$191K -4,900 -40%
CTC
458
Central Trust Company
Missouri
$307K +$81.3K +2,085 +41%
FWIA
459
Fort Washington Investment Advisors
Ohio
$305K +$277K +7,100 New
VRS
460
Virginia Retirement Systems
Virginia
$304K -$1.16M -29,730 -81%
Envestnet Asset Management
461
Envestnet Asset Management
Illinois
$301K +$106K +2,730 +64%
DL
462
Delta Lloyd
Netherlands
$297K +$270K +6,916 New
DAS
463
Dynamic Advisor Solutions
Arizona
$293K +$266K +6,822 New
ST
464
Sabal Trust
Florida
$287K +$21.5K +550 +9%
DILH
465
Dai-ichi Life Holdings
Japan
$277K +$251K +6,442 New
ProShare Advisors
466
ProShare Advisors
Maryland
$275K +$250K +6,400 New
IIA
467
IPG Investment Advisors
California
$275K
BRWA
468
B. Riley Wealth Advisors
Florida
$275K +$295K +7,552 +141%
EWM
469
Evercore Wealth Management
New York
$273K +$235K +6,037 +1,929%
ST
470
Sentinel Trust
Texas
$266K +$936 +24 +0.4%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$264K +$123K +3,151 +105%
LDB
472
Lee, Danner & Bass
Tennessee
$258K
GIP
473
Greatmark Investment Partners
Georgia
$253K +$230K +5,900 New
NIM
474
Northeast Investment Management
Massachusetts
$252K +$229K +5,871 New
Zurich Cantonal Bank
475
Zurich Cantonal Bank
Switzerland
$248K +$225K +5,775 New

AAL Hedge Fund Activity: Q2 2014 in Review

569 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q2 2014, worth a combined $21.6B — up 40% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new AAL positions and 57 closed out — a net gain of 88 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $853M. The largest seller was Paulson & Co, exiting entirely with an estimated $445M sold.

  • 569 institutional investors held American Airlines Group (AAL) as of Q2 2014, up from 484 in Q1 2014.
  • Funds reported $21.6B of American Airlines Group stock for Q2 2014, up 40% quarter-over-quarter.
  • 145 funds opened new American Airlines Group positions in Q2 2014 and 57 closed out, a net change of +88 holders.
  • The largest American Airlines Group buyer in Q2 2014 was T. Rowe Price Associates, an estimated $853M added.
  • The largest American Airlines Group seller in Q2 2014 was Paulson & Co, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2014.