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American Airlines Group

645 hedge funds and large institutions have $27.6B invested in American Airlines Group in 2015 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $956M

15% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 105

2% more funds holding

Funds holding: 633645 (+12)

8% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 221

2% more capital invested

Capital invested by funds: $27.2B → $27.6B (+$423M)

34% less funds holding in top 10

Funds holding in top 10: 8657 (-29)

Holders
645
Holders Change
+12
Holders Change %
+1.9%
% of All Funds
17.19%
Holding in Top 10
57
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-33.72%
% of All Funds
1.52%
New
121
Increased
238
Reduced
221
Closed
105
Calls
$1.64B
Puts
$956M
Net Calls
+$682M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.63B -$120M -2,372,581 -3%
Capital World Investors
2
Capital World Investors
California
$2.22B +$184M +3,614,851 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.99B +$584M +11,494,363 +44%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.9B +$136M +2,674,063 +8%
State Street
5
State Street
Massachusetts
$1.27B +$798M +15,709,490 +186%
PI
6
Putnam Investments
Massachusetts
$986M -$1.8M -35,456 -0.2%
BIT
7
BlackRock Institutional Trust
California
$941M +$86.6M +1,704,889 +11%
Primecap Management
8
Primecap Management
California
$760M +$149M +2,925,540 +26%
YCMGA
9
York Capital Management Global Advisors
New York
$602M -$39.4M -776,989 -6%
Northern Trust
10
Northern Trust
Illinois
$415M +$193M +3,810,261 +94%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$381M +$120M +2,362,725 +49%
BFA
12
BlackRock Fund Advisors
California
$377M +$211M +4,159,959 +139%
Invesco
13
Invesco
Georgia
$359M +$1.69M +33,262 +0.5%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$344M -$23.7M -466,435 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$327M +$199M +3,912,264 +172%
HCMT
16
Highland Capital Management (Texas)
Texas
$316M -$71.6M -1,410,650 -19%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$292M +$95.9M +1,887,953 +52%
Morgan Stanley
18
Morgan Stanley
New York
$246M -$35.2M -692,389 -13%
AAMU
19
Amundi Asset Management US
Massachusetts
$221M -$44M -866,403 -17%
N
20
Nuveen
North Carolina
$214M -$6.83M -134,466 -3%
PCM
21
PAR Capital Management
Massachusetts
$211M -$6.35M -125,000 -3%
TCIM
22
TIAA CREF Investment Management
New York
$189M -$13.5M -266,036 -7%
CCP
23
Cyrus Capital Partners
New York
$177M +$136M +2,677,446 +396%
Norges Bank
24
Norges Bank
Norway
$153M +$33.9M +666,841 +30%
JP Morgan Chase
25
JP Morgan Chase
New York
$147M +$3.02M +59,456 +2%

AAL Hedge Fund Activity: Q1 2015 in Review

645 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q1 2015, worth a combined $27.6B — up 1.6% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AAL positions and 105 closed out — a net gain of 16 holders — while 238 added to existing stakes and 221 trimmed.

The largest buyer was State Street, adding an estimated $798M. The largest seller was Appaloosa Management, exiting entirely with an estimated $234M sold.

  • 645 institutional investors held American Airlines Group (AAL) as of Q1 2015, up from 633 in Q4 2014.
  • Funds reported $27.6B of American Airlines Group stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 121 funds opened new American Airlines Group positions in Q1 2015 and 105 closed out, a net change of +16 holders.
  • The largest American Airlines Group buyer in Q1 2015 was State Street, an estimated $798M added.
  • The largest American Airlines Group seller in Q1 2015 was Appaloosa Management, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2015.