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American Airlines Group

592 hedge funds and large institutions have $19.7B invested in American Airlines Group in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 141 increasing their positions, 233 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 65

7% more capital invested

Capital invested by funds: $18.5B → $19.7B (+$1.25B)

6% more funds holding

Funds holding: 557592 (+35)

0.58% less ownership

Funds ownership: 80.13%79.55% (-0.58%)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

17% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.49B

39% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 233

Holders
592
Holders Change
+35
Holders Change %
+6.28%
% of All Funds
13.43%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.39%
New
104
Increased
141
Reduced
233
Closed
65
Calls
$1.23B
Puts
$1.49B
Net Calls
-$255M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$30K +$21.5K +431 +306%
VNA
527
Valley National Advisers
Pennsylvania
$29K
SWA
528
Sutton Wealth Advisors
Florida
$28.4K
PG
529
Patten Group
Tennessee
$28K
SIM
530
Sonora Investment Management
Arizona
$26.3K +$50 +1 +0.2%
ADL
531
Asset Dedication LLC
California
$26K
GRP
532
Global Retirement Partners
California
$26K +$50 +1 +0.2%
LFA
533
Legacy Financial Advisors
Kentucky
$26K +$24.9K +500 New
C
534
Cerebellum
California
$25K +$24.4K +490 New
CCM
535
Covington Capital Management
California
$21K
KA
536
Kaizen Advisory
Illinois
$21K +$20K +401 New
RFM
537
Royal Fund Management
Florida
$19K
CPA
538
Clear Perspective Advisors
Illinois
$17K
WA
539
WealthTrust-Arizona
Arizona
$17K
TFO
540
Tarbox Family Office
California
$16K
VIA
541
Vantage Investment Advisors
Pennsylvania
$16K
SBL
542
Sargent Bickham Lagudis
Colorado
$16K +$14.9K +300 New
QCG
543
Quadrant Capital Group
Ohio
$14K -$3.29K -66 -19%
MWM
544
MinichMacGregor Wealth Management
New York
$13K
PFBT
545
Parkside Financial Bank & Trust
Missouri
$13K +$1.1K +22 +9%
AssetMark Inc
546
AssetMark Inc
California
$12K +$9.17K +184 +341%
Bessemer Group
547
Bessemer Group
New Jersey
$11K -$14.2K -285 -58%
CBT
548
Central Bank & Trust
Kentucky
$11K
PSC
549
Prentiss Smith & Co
Vermont
$11K
TIM
550
Tortoise Investment Management
New York
$11K

AAL Hedge Fund Activity: Q4 2017 in Review

592 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q4 2017, worth a combined $19.7B — up 6.8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAL positions and 65 closed out — a net gain of 39 holders — while 141 added to existing stakes and 233 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $305M. The largest seller was Citadel Advisors, cutting an estimated $156M.

  • 592 institutional investors held American Airlines Group (AAL) as of Q4 2017, up from 557 in Q3 2017.
  • Funds reported $19.7B of American Airlines Group stock for Q4 2017, up 6.8% quarter-over-quarter.
  • 104 funds opened new American Airlines Group positions in Q4 2017 and 65 closed out, a net change of +39 holders.
  • The largest American Airlines Group buyer in Q4 2017 was Fidelity Investments, an estimated $305M added.
  • The largest American Airlines Group seller in Q4 2017 was Citadel Advisors, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2017.