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American Airlines Group

572 hedge funds and large institutions have $19B invested in American Airlines Group in 2016 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 140 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

78.5% more ownership

Funds ownership: 0%78.5% (+78%)

31% more call options, than puts

Call options by funds: $1.72B | Put options by funds: $1.32B

30% more capital invested

Capital invested by funds: $14.6B → $19B (+$4.34B)

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

9% more funds holding

Funds holding: 526572 (+46)

43% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 244

Holders
572
Holders Change
+46
Holders Change %
+8.75%
% of All Funds
14.3%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
104
Increased
140
Reduced
244
Closed
51
Calls
$1.72B
Puts
$1.32B
Net Calls
+$404M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
Exchange Capital Management
Michigan
$53K
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$53K +$8.4K +193 +20%
WIM
503
Westside Investment Management
California
$50.8K +$45.5K +1,044 New
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$47K -$30K -689 -41%
ECM
505
Estabrook Capital Management
New York
$46.7K
NGA
506
New Generation Advisors
Massachusetts
$45K +$10.9K +250 +35%
TCOV
507
Trust Company of Vermont
Vermont
$44K
VNA
508
Valley National Advisers
Pennsylvania
$41K
PG
509
Patten Group
Tennessee
$36K -$21.8K -500 -39%
AIM
510
Advantage Investment Management
Iowa
$35K
TC
511
Trust Company
Kansas
$35K
CTC
512
Central Trust Company
Missouri
$32K -$8.71K -200 -22%
CFG
513
Citizens Financial Group
Rhode Island
$31K
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$26K -$34.8K -800 -59%
Bessemer Group
515
Bessemer Group
New Jersey
$26K +$23.7K +544 New
SQA
516
Simon Quick Advisors
New Jersey
$26K +$24.2K +555 New
QCG
517
Quadrant Capital Group
Ohio
$24K -$218 -5 -0.9%
CFS
518
Commonwealth Financial Services
West Virginia
$24K
SIM
519
Sonora Investment Management
Arizona
$23.4K
ADL
520
Asset Dedication LLC
California
$23K
CBT
521
Central Bank & Trust
Kentucky
$20K
IWM
522
IHT Wealth Management
Illinois
$18K +$16.9K +387 New
GBBWRPM
523
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K +$44 +1 +0.3%
WA
524
WealthTrust-Arizona
Arizona
$16K
CPA
525
Clear Perspective Advisors
Illinois
$16K +$14.6K +335 New

AAL Hedge Fund Activity: Q4 2016 in Review

572 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q4 2016, worth a combined $19B — up 30% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAL positions and 51 closed out — a net gain of 53 holders — while 140 added to existing stakes and 244 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $668M.

  • 572 institutional investors held American Airlines Group (AAL) as of Q4 2016, up from 526 in Q3 2016.
  • Funds reported $19B of American Airlines Group stock for Q4 2016, up 30% quarter-over-quarter.
  • 104 funds opened new American Airlines Group positions in Q4 2016 and 51 closed out, a net change of +53 holders.
  • The largest American Airlines Group buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.04B added.
  • The largest American Airlines Group seller in Q4 2016 was T. Rowe Price Associates, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2016.