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American Airlines Group

531 hedge funds and large institutions have $3.62B invested in American Airlines Group in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

17% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 107

2% more funds holding

Funds holding: 521531 (+10)

10% less call options, than puts

Call options by funds: $391M | Put options by funds: $435M

11.75% less ownership

Funds ownership: 81.39%69.64% (-12%)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less capital invested

Capital invested by funds: $10.2B → $3.62B (-$6.62B)

Holders
531
Holders Change
+10
Holders Change %
+1.92%
% of All Funds
11.7%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.13%
New
125
Increased
187
Reduced
141
Closed
107
Calls
$391M
Puts
$435M
Net Calls
-$44.1M
Net Calls Change
+$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
BerganKDV Wealth Management
Minnesota
$1K
CMA
502
Cedar Mountain Advisors
Oregon
$1K
ClearBridge Investments
503
ClearBridge Investments
New York
$1K
RMC
504
Resources Management Corp
Connecticut
$1K
ZB
505
Zions Bancorporation
Utah
$1K +$251 +11 +18%
BBHC
506
Brown Brothers Harriman & Co
New York
$1K +$1.03K +45 New
GWS
507
Glassman Wealth Services
Virginia
$1K +$1.39K +61 +185%
LSA
508
Lion Street Advisors
Texas
$1K +$1.39K +61 New
PW
509
Price Wealth
Texas
$1K +$1.44K +63 New
WFMPM
510
Woodley Farra Manion Portfolio Management
Indiana
$1K +$1.94K +85 New
RDWM
511
Red Door Wealth Management
Tennessee
$1K +$2.05K +90 New
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$2.28K +100 New
PCA
513
Providence Capital Advisors
North Carolina
$1K +$2.28K +100 New
KFS
514
Kelly Financial Services
Massachusetts
$366 +$684 +30 New
WIM
515
Westside Investment Management
California
$46 +$86.3K +3,786 New
TI
516
tru Independence
Oregon
$4
Harris Associates
517
Harris Associates
Illinois
-$485M -16,925,979 Closed
LPU
518
Lansdowne Partners (UK)
United Kingdom
-$187M -6,507,310 Closed
MVP
519
Miller Value Partners
Florida
-$77.5M -2,702,650 Closed
MGIM
520
M&G Investment Management
United Kingdom
-$53.8M -1,855,000 Closed
TC
521
Towle & Co
Colorado
-$32.5M -1,133,202 Closed
FCM
522
Frontier Capital Management
Massachusetts
-$31.6M -1,101,910 Closed
MCM
523
Masters Capital Management
Georgia
-$23.9M -1,050,293 Closed
BCM
524
Bridgeway Capital Management
Texas
-$27.5M -960,052 Closed
PC
525
Packer & Co
Australia
-$26M -905,400 Closed

AAL Hedge Fund Activity: Q1 2020 in Review

531 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q1 2020, worth a combined $3.62B — down 65% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new AAL positions and 107 closed out — a net gain of 18 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was U.S. Global Investors (USGI), adding an estimated $66.2M. The largest seller was Harris Associates, exiting entirely with an estimated $485M sold.

  • 531 institutional investors held American Airlines Group (AAL) as of Q1 2020, up from 521 in Q4 2019.
  • Funds reported $3.62B of American Airlines Group stock for Q1 2020, down 65% quarter-over-quarter.
  • 125 funds opened new American Airlines Group positions in Q1 2020 and 107 closed out, a net change of +18 holders.
  • The largest American Airlines Group buyer in Q1 2020 was U.S. Global Investors (USGI), an estimated $66.2M added.
  • The largest American Airlines Group seller in Q1 2020 was Harris Associates, an estimated $485M sold.

Based on aggregated 13F filings for Q1 2020.