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American Airlines Group

557 hedge funds and large institutions have $18.5B invested in American Airlines Group in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 242 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 80.95%80.13% (-0.82%)

3% less funds holding

Funds holding: 572557 (-15)

8% less capital invested

Capital invested by funds: $20B → $18.5B (-$1.54B)

12% less call options, than puts

Call options by funds: $931M | Put options by funds: $1.05B

14% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 57

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 242

Holders
557
Holders Change
-15
Holders Change %
-2.62%
% of All Funds
13.89%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.5%
New
49
Increased
150
Reduced
242
Closed
57
Calls
$931M
Puts
$1.05B
Net Calls
-$124M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
AJO LP
Pennsylvania
$14.7M -$31.1M -643,255 -68%
USGIU
102
U.S. Global Investors (USGI)
Texas
$14.4M +$243K +5,014 +2%
AM
103
Ares Management
California
$14.2M
Point72 Asset Management
104
Point72 Asset Management
Connecticut
$14M -$9.42M -194,800 -40%
KBC Group
105
KBC Group
Belgium
$13.9M -$298K -6,168 -2%
TAM
106
Todd Asset Management
Kentucky
$13.9M +$14.2M +293,090 New
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$13.4M -$180K -3,715 -1%
Macquarie Group
108
Macquarie Group
Australia
$13.3M +$3.66M +75,570 +37%
HC
109
Hourglass Capital
Texas
$12.7M -$19.3K -400 -0.1%
LP
110
LMR Partners
United Kingdom
$12.2M +$12.5M +257,763 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$12.1M -$959K -19,827 -7%
FP
112
Foundry Partners
Minnesota
$11.8M -$1.16M -23,950 -9%
Credit Agricole
113
Credit Agricole
France
$11.6M +$2.03M +41,949 +21%
DAM
114
Deltec Asset Management
New York
$11.6M -$1.02M -21,000 -8%
USAA
115
United Services Automobile Association
Texas
$11.2M -$769K -15,896 -6%
Stifel Financial
116
Stifel Financial
Missouri
$11M +$1.37M +28,232 +14%
PVI
117
Partners Value Investments
Bermuda
$10.8M +$4.21M +87,000 +62%
CWM
118
CIBC World Markets
New York
$10.4M +$5.47M +113,182 +107%
AIG
119
American International Group
New York
$10.1M -$1.64M -33,916 -14%
ProShare Advisors
120
ProShare Advisors
Maryland
$9.97M +$745K +15,410 +8%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.97M -$162K -3,356 -2%
Squarepoint
122
Squarepoint
New York
$9.54M +$3.89M +80,465 +67%
UOC
123
UBS O'Connor
Illinois
$9.51M -$27.8M -573,965 -74%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$9.36M +$431K +8,902 +5%
Asset Management One
125
Asset Management One
Japan
$9.24M -$245K -5,062 -3%

AAL Hedge Fund Activity: Q3 2017 in Review

557 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q3 2017, worth a combined $18.5B — down 7.7% from $20B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AAL and 49 opened new positions — a net loss of 8 holders — while 242 trimmed existing stakes and 150 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $370M. The largest seller was Fidelity Investments, cutting an estimated $248M.

  • 557 institutional investors held American Airlines Group (AAL) as of Q3 2017, down from 572 in Q2 2017.
  • Funds reported $18.5B of American Airlines Group stock for Q3 2017, down 7.7% quarter-over-quarter.
  • 49 funds opened new American Airlines Group positions in Q3 2017 and 57 closed out, a net change of -8 holders.
  • The largest American Airlines Group buyer in Q3 2017 was T. Rowe Price Associates, an estimated $370M added.
  • The largest American Airlines Group seller in Q3 2017 was Fidelity Investments, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2017.