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American Airlines Group

572 hedge funds and large institutions have $19B invested in American Airlines Group in 2016 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 140 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

78.5% more ownership

Funds ownership: 0%78.5% (+78%)

31% more call options, than puts

Call options by funds: $1.72B | Put options by funds: $1.32B

30% more capital invested

Capital invested by funds: $14.6B → $19B (+$4.34B)

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

9% more funds holding

Funds holding: 526572 (+46)

43% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 244

Holders
572
Holders Change
+46
Holders Change %
+8.75%
% of All Funds
14.3%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
104
Increased
140
Reduced
244
Closed
51
Calls
$1.72B
Puts
$1.32B
Net Calls
+$404M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.29B -$668M -15,339,496 -18%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.13B +$1.04B +23,774,299 +109%
Primecap Management
3
Primecap Management
California
$2.11B +$40.3M +926,565 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.42B -$31.6M -726,537 -2%
State Street
5
State Street
Massachusetts
$873M +$41.9M +962,400 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$801M +$199M +4,560,205 +36%
BIT
7
BlackRock Institutional Trust
California
$604M -$8.24M -189,234 -1%
BFA
8
BlackRock Fund Advisors
California
$464M +$44.5M +1,022,264 +11%
PI
9
Putnam Investments
Massachusetts
$279M -$291M -6,671,158 -53%
Morgan Stanley
10
Morgan Stanley
New York
$276M +$85.7M +1,967,073 +50%
Invesco
11
Invesco
Georgia
$255M +$18.2M +418,107 +8%
Northern Trust
12
Northern Trust
Illinois
$241M -$5.34M -122,688 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$230M +$7.23M +166,111 +3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$205M -$120M -2,745,320 -38%
SIM
15
Stelliam Investment Management
New York
$187M -$68.3M -1,567,500 -28%
CCP
16
Cyrus Capital Partners
New York
$179M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$176M -$1.85M -42,524 -1%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$174M +$749K +17,200 +0.5%
N
19
Nuveen
North Carolina
$171M -$868K -19,924 -0.5%
CG
20
Carmignac Gestion
France
$149M +$139M +3,180,765 New
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$148M +$4.37M +100,376 +3%
Goldman Sachs
22
Goldman Sachs
New York
$128M +$21.9M +503,584 +22%
BG
23
BlackRock Group
United Kingdom
$126M +$12.2M +279,136 +12%
CL
24
CSS LLC
Illinois
$117M
LSV Asset Management
25
LSV Asset Management
Illinois
$110M +$4.39M +100,730 +4%

AAL Hedge Fund Activity: Q4 2016 in Review

572 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q4 2016, worth a combined $19B — up 30% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAL positions and 51 closed out — a net gain of 53 holders — while 140 added to existing stakes and 244 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $668M.

  • 572 institutional investors held American Airlines Group (AAL) as of Q4 2016, up from 526 in Q3 2016.
  • Funds reported $19B of American Airlines Group stock for Q4 2016, up 30% quarter-over-quarter.
  • 104 funds opened new American Airlines Group positions in Q4 2016 and 51 closed out, a net change of +53 holders.
  • The largest American Airlines Group buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.04B added.
  • The largest American Airlines Group seller in Q4 2016 was T. Rowe Price Associates, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2016.