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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
MS
601
Mizuho Securities
Japan
-$163K -5,700 Closed
MME
602
Meag Munich Ergo
Germany
-$160K -5,641 Closed
NIM
603
NuWave Investment Management
New Jersey
-$135K -4,706 Closed
RA
604
Rational Advisors
New York
-$135K -4,706 Closed
GLI
605
Guardian Life Insurance
New York
-$33K -1,154 Closed
MUS
606
Mitsubishi UFJ Securities
Japan
-$29K -1,000 Closed
SOAMC
607
Spirit of America Management Corp
New York
-$29K -1,000 Closed
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$24K -850 Closed
RIA
609
Realta Investment Advisors
Delaware
-$22K -783 Closed
CHAM
610
Clear Harbor Asset Management
Connecticut
-$10.3K -360 Closed
WT
611
Whittier Trust
California
-$6K -200 Closed
LFA
612
Lighthouse Financial Advisors
Maryland
-$5K -189 Closed
AWM
613
Avior Wealth Management
Nebraska
-$3.51K -154 -88%
GDP
614
Great Diamond Partners
Maine
-$3K -135 Closed
TPWA
615
TRUE Private Wealth Advisors
Oregon
-$2K -102 Closed
TFA
616
Tobias Financial Advisors
Florida
-$2K -100 Closed
DAM
617
Delta Asset Management
Tennessee
-$2K -68 Closed
HWM
618
Howard Wealth Management
Connecticut
-$1K -65 Closed
TAIM
619
TD Ameritrade Investment Management
Nebraska
-$2K -56 Closed
ONST
620
Old North State Trust
North Carolina
-$1K -49 Closed
OAM
621
Oppenheimer Asset Management
New York
-$1K -45 Closed
OSAM
622
O'Shaughnessy Asset Management
Connecticut
-$1K -36 Closed
PCTC
623
Perkins Coie Trust Company
Washington
+$251 +11 New
ABC
624
Associated Banc-Corp
Wisconsin
+$296 +13 New
WOC
625
West Oak Capital
California
+$342 +15 New

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.