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American Airlines Group

653 hedge funds and large institutions have $18.5B invested in American Airlines Group in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 172 increasing their positions, 293 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 69

34% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.12B

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$908M)

3% more funds holding

Funds holding: 631653 (+22)

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

41% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 293

Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
17.13%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1.21%
New
97
Increased
172
Reduced
293
Closed
69
Calls
$1.51B
Puts
$1.12B
Net Calls
+$384M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
501
USCA RIA
Texas
$305K -$64.5K -1,489 -17%
PJSIMP
502
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K -$3.47K -80 -1%
ACM
503
Argent Capital Management
Missouri
$298K +$305K +7,030 New
SWA
504
SFMG Wealth Advisors
Texas
$293K +$43 +1 +0%
CHC
505
City Holding Co
West Virginia
$275K +$282K +6,500 New
BFS
506
Bradley Foster & Sargent
Connecticut
$268K -$41.2K -950 -13%
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$268K +$275K +6,350 New
MC
508
Maverick Capital
Texas
$263K
OIA
509
Optimum Investment Advisors
Illinois
$261K -$47.5K -1,096 -15%
AP
510
Advisor Partners
California
$261K -$87 -2 -0%
EWM
511
Evercore Wealth Management
New York
$260K -$56.2K -1,297 -17%
CWM
512
Concert Wealth Management
California
$258K -$378K -8,714 -55%
Fisher Asset Management
513
Fisher Asset Management
Washington
$258K +$264K +6,087 New
AIM
514
Assured Investment Management
New York
$254K +$260K +5,997 New
Truist Financial
515
Truist Financial
North Carolina
$250K -$23.8K -550 -9%
RA
516
RFG Advisory
Alabama
$247K -$1.65K -38 -0.6%
Mariner
517
Mariner
Kansas
$243K -$1.22M -28,158 -83%
ASN
518
Advisory Services Network
Georgia
$243K -$14.4K -333 -5%
MC
519
Moors & Cabot
Massachusetts
$242K -$82.2K -1,898 -25%
ECM
520
Everence Capital Management
Indiana
$231K +$237K +5,460 New
CCM
521
Coldstream Capital Management
Washington
$228K +$233K +5,378 New
AAM
522
Advisors Asset Management
Colorado
$227K -$138K -3,195 -37%
GF
523
Gerstein Fisher
New York
$227K -$40.6K -936 -15%
IIM
524
Intact Investment Management
Quebec, Canada
$224K +$230K +5,300 New
CAM
525
Cubic Asset Management
Massachusetts
$221K +$226K +5,225 New

AAL Hedge Fund Activity: Q4 2015 in Review

653 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q4 2015, worth a combined $18.5B — up 5.1% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new AAL positions and 69 closed out — a net gain of 28 holders — while 172 added to existing stakes and 293 trimmed.

The largest buyer was Primecap Management, adding an estimated $140M. The largest seller was Fidelity Investments, cutting an estimated $271M.

  • 653 institutional investors held American Airlines Group (AAL) as of Q4 2015, up from 631 in Q3 2015.
  • Funds reported $18.5B of American Airlines Group stock for Q4 2015, up 5.1% quarter-over-quarter.
  • 97 funds opened new American Airlines Group positions in Q4 2015 and 69 closed out, a net change of +28 holders.
  • The largest American Airlines Group buyer in Q4 2015 was Primecap Management, an estimated $140M added.
  • The largest American Airlines Group seller in Q4 2015 was Fidelity Investments, an estimated $271M sold.

Based on aggregated 13F filings for Q4 2015.