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American Airlines Group

484 hedge funds and large institutions have $15.4B invested in American Airlines Group in 2014 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 183 increasing their positions, 115 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 63

152% more capital invested

Capital invested by funds: $6.12B → $15.4B (+$9.3B)

79% more funds holding in top 10

Funds holding in top 10: 3461 (+27)

59% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 115

54% more call options, than puts

Call options by funds: $866M | Put options by funds: $564M

23% more funds holding

Funds holding: 392484 (+92)

Holders
484
Holders Change
+92
Holders Change %
+23.47%
% of All Funds
13.98%
Holding in Top 10
61
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+79.41%
% of All Funds
1.76%
New
160
Increased
183
Reduced
115
Closed
63
Calls
$866M
Puts
$564M
Net Calls
+$302M
Net Calls Change
+$283M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.84B +$1.21B +35,435,131 +238%
Capital World Investors
2
Capital World Investors
California
$1.33B +$930M +27,330,653 +303%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.24B +$485M +14,253,769 +73%
Vanguard Group
4
Vanguard Group
Pennsylvania
$531M +$90.9M +2,671,478 +23%
YCMGA
5
York Capital Management Global Advisors
New York
$522M +$213M +6,253,982 +78%
PC
6
Paulson & Co
New York
$445M +$125M +3,662,668 +43%
AM
7
Appaloosa Management
Florida
$315M +$53.8M +1,579,383 +22%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$276M +$22.8M +669,073 +10%
Primecap Management
9
Primecap Management
California
$239M +$123M +3,613,940 +124%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$239M -$61.8M -1,816,049 -22%
N
11
Nuveen
North Carolina
$228M +$212M +6,224,675 New
SAC
12
Smith Affiliated Capital
New York
$220M
OH
13
Orbis Holdings
Bermuda
$219M -$103M -3,033,910 -34%
HCMT
14
Highland Capital Management (Texas)
Texas
$215M +$188M +5,510,372 +1,582%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$171M -$15.2M -447,455 -9%
ECU
16
Egerton Capital (UK)
United Kingdom
$171M +$159M +4,668,955 New
BIT
17
BlackRock Institutional Trust
California
$171M +$10.3M +301,218 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$168M +$76.6M +2,250,243 +96%
KCM
19
Knighthead Capital Management
New York
$153M +$114M +3,357,596 +408%
PI
20
Putnam Investments
Massachusetts
$152M +$142M +4,164,053 New
Wells Fargo
21
Wells Fargo
California
$152M +$72.8M +2,138,184 +106%
Ameriprise
22
Ameriprise
Minnesota
$116M +$20.5M +602,001 +23%
BA
23
BlackRock Advisors
Delaware
$111M +$69.5M +2,041,284 +208%
Morgan Stanley
24
Morgan Stanley
New York
$108M +$70.5M +2,070,450 +234%
CCM
25
Causeway Capital Management
California
$105M +$12.8M +374,783 +16%

AAL Hedge Fund Activity: Q1 2014 in Review

484 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q1 2014, worth a combined $15.4B — up 152% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new AAL positions and 63 closed out — a net gain of 97 holders — while 183 added to existing stakes and 115 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.21B. The largest seller was Orbis Holdings, cutting an estimated $103M.

  • 484 institutional investors held American Airlines Group (AAL) as of Q1 2014, up from 392 in Q4 2013.
  • Funds reported $15.4B of American Airlines Group stock for Q1 2014, up 152% quarter-over-quarter.
  • 160 funds opened new American Airlines Group positions in Q1 2014 and 63 closed out, a net change of +97 holders.
  • The largest American Airlines Group buyer in Q1 2014 was T. Rowe Price Associates, an estimated $1.21B added.
  • The largest American Airlines Group seller in Q1 2014 was Orbis Holdings, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2014.