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American Airlines Group

563 hedge funds and large institutions have $17.7B invested in American Airlines Group in 2014 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 191 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $784M | Put options by funds: $512M

11% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 191

1% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 83

1% less funds holding

Funds holding: 569563 (-6)

18% less capital invested

Capital invested by funds: $21.6B → $17.7B (-$3.9B)

32% less funds holding in top 10

Funds holding in top 10: 6645 (-21)

Holders
563
Holders Change
-6
Holders Change %
-1.05%
% of All Funds
16.33%
Holding in Top 10
45
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-31.82%
% of All Funds
1.31%
New
82
Increased
212
Reduced
191
Closed
83
Calls
$784M
Puts
$512M
Net Calls
+$272M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
501
Nordea Investment Management
Sweden
$88K
Robeco Institutional Asset Management
502
Robeco Institutional Asset Management
Netherlands
$86K
GH
503
GAM Holding
Switzerland
$85K -$1.66M -42,156 -95%
DADC
504
D.A. Davidson & Co
Montana
$85K +$52.2K +1,326 +120%
CAL
505
Capital Analysts LLC
Pennsylvania
$79.1K
PMFA
506
Plante Moran Financial Advisors
Michigan
$78K
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$71K +$11.8K +300 +18%
FANJ
508
Financial Architects (New Jersey)
New Jersey
$70K
Thrivent Financial for Lutherans
509
Thrivent Financial for Lutherans
Minnesota
$69K +$82.6K +2,100 New
CLOS
510
Compagnie Lombard Odier SCmA
Switzerland
$66K +$72.9K +1,854 New
TCM
511
Tradewinds Capital Management
Washington
$62K
TF
512
Tompkins Financial
New York
$62K +$23.6K +600 +52%
VM
513
Varde Management
Minnesota
$56K +$62.7K +1,593 New
FRM
514
Fore Research & Management
New York
$53K +$59K +1,500 New
TSW
515
Thompson Siegel & Walmsley
Virginia
$53K +$59K +1,500 New
PSI
516
Pinnacle Summer Investments
Virginia
$49K
MUMSS
517
Mitsubishi UFJ Morgan Stanley Securities
Japan
$42K +$46.8K +1,190 New
NSIM
518
North Star Investment Management
Illinois
$36K +$79 +2 +0.2%
ECM
519
Estabrook Capital Management
New York
$35.5K
TWA
520
TCI Wealth Advisors
Arizona
$35K
BFEC
521
Benjamin F. Edwards & Company
Missouri
$32K
TFA
522
Transamerica Financial Advisors
Florida
$31K
SAMC
523
Shinko Asset Management Company
Japan
$29K
IRS
524
Invictus RG (Singapore)
Singapore
$28K -$23.4K -596 -43%
NES
525
New England Securities
New York
$28K -$11.8K -300 -28%

AAL Hedge Fund Activity: Q3 2014 in Review

563 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q3 2014, worth a combined $17.7B — down 18% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of AAL and 82 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 212 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $626M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 563 institutional investors held American Airlines Group (AAL) as of Q3 2014, down from 569 in Q2 2014.
  • Funds reported $17.7B of American Airlines Group stock for Q3 2014, down 18% quarter-over-quarter.
  • 82 funds opened new American Airlines Group positions in Q3 2014 and 83 closed out, a net change of -1 holder.
  • The largest American Airlines Group buyer in Q3 2014 was T. Rowe Price Associates, an estimated $626M added.
  • The largest American Airlines Group seller in Q3 2014 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2014.