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American Airlines Group
AAL

484 hedge funds and large institutions have $15.4B invested in American Airlines Group in 2014 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 183 increasing their positions, 115 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 63

152% more capital invested

Capital invested by funds: $6.12B → $15.4B (+$9.3B)

79% more funds holding in top 10

Funds holding in top 10: 34 → 61 (+27)

59% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 115

54% more call options, than puts

Call options by funds: $866M | Put options by funds: $564M

23% more funds holding

Funds holding: 392 → 484 (+92)

Holders
484
Holders Change
+92
Holders Change %
+23.47%
% of All Funds
13.98%
Holding in Top 10
61
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+79.41%
% of All Funds
1.76%
New
160
Increased
183
Reduced
115
Closed
63
Calls
$866M
Puts
$564M
Net Calls
+$302M
Net Calls Change
+$283M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.21B
2
Capital World Investors
Capital World Investors
California
+$930M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$485M
4
YCMGA
York Capital Management Global Advisors
New York
+$213M
5
N
Nuveen
North Carolina
+$212M

Top Sellers

Rank Fund Capital Flow
1
OH
Orbis Holdings
Bermuda
-$103M
2
PCM
Pentwater Capital Management
Florida
-$103M
3
SFM
Systematic Financial Management
New Jersey
-$84M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.8M
5
WCM
Wedge Capital Management
North Carolina
-$58.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGM
26
Capital Growth Management
Massachusetts
$103M +$92.8M +2,725,000 +2,725%
CL
27
CSS LLC
Illinois
$103M +$95.7M +2,810,705 New
TP
28
Third Point
New York
$98.8M +$91.9M +2,700,001 New
State Street
29
State Street
Massachusetts
$96.7M -$1.98M -58,229 -2%
Lazard Asset Management
30
Lazard Asset Management
New York
$96.3M +$89.6M +2,632,064 New
CPM
31
Chesapeake Partners Management
Maryland
$92.4M +$68.8M +2,022,396 +403%
PCM
32
PAR Capital Management
Massachusetts
$91.5M +$17M +500,000 +25%
TCIM
33
TIAA CREF Investment Management
New York
$90.9M +$49.2M +1,446,222 +139%
MVP
34
Miller Value Partners
Florida
$90.8M +$385K +11,325 +0.5%
Capital Research Global Investors
35
Capital Research Global Investors
California
$87.8M – – –
UOC
36
UBS O'Connor
Illinois
$87.2M -$7.27M -213,600 -8%
NM
37
Nokota Management
New York
$85M +$79M +2,321,705 New
MCM
38
Marsico Capital Management
Colorado
$83.6M +$77.7M +2,283,689 New
CCP
39
Cyrus Capital Partners
New York
$83M +$70M +2,056,814 +971%
FCM
40
Frontier Capital Management
Massachusetts
$78.2M +$56.8M +1,668,995 +356%
MDSL
41
M.D. Sass LLC
New York
$76.2M -$21.8M -641,105 -24%
JP Morgan Chase
42
JP Morgan Chase
New York
$75.9M +$52M +1,526,843 +279%
Jennison Associates
43
Jennison Associates
New York
$75.1M +$3.9M +114,640 +6%
EAM
44
Eagle Asset Management
Florida
$72.4M +$67.3M +1,978,109 New
DC
45
Davenport & Co
Virginia
$72.1M +$41.2M +1,210,306 +159%
VM
46
Valinor Management
New York
$70.8M +$65.9M +1,935,486 New
IIM
47
Ivory Investment Management
New York
$70.2M -$39.9M -1,173,589 -38%
AI
48
Axiom Investors
Connecticut
$67M +$17.3M +508,700 +38%
HT
49
HAP Trading
New York
$63.2M +$57.7M +1,696,010 +5,702%
TA
50
Teachers Advisors
New York
$59.5M +$21.2M +623,157 +62%
1
2
3 4 5

AAL Hedge Fund Activity: Q1 2014 in Review

484 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q1 2014, worth a combined $15.4B — up 152% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new AAL positions and 63 closed out — a net gain of 97 holders — while 183 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.21B. The largest seller was Orbis Holdings, cutting an estimated $103M.

  • 484 institutional investors held American Airlines Group (AAL) as of Q1 2014, up from 392 in Q4 2013.
  • Funds reported $15.4B of American Airlines Group stock for Q1 2014, up 152% quarter-over-quarter.
  • 160 funds opened new American Airlines Group positions in Q1 2014 and 63 closed out, a net change of +97 holders.
  • The largest American Airlines Group buyer in Q1 2014 was T. Rowe Price Associates, an estimated $1.21B added.
  • The largest American Airlines Group seller in Q1 2014 was Orbis Holdings, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2014.