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American Airlines Group

572 hedge funds and large institutions have $4.84B invested in American Airlines Group in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 215 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 81

1% more funds holding

Funds holding: 566572 (+6)

3% less capital invested

Capital invested by funds: $5.01B → $4.84B (-$171M)

5.47% less ownership

Funds ownership: 59.31%53.84% (-5.5%)

29% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 215

79% less call options, than puts

Call options by funds: $744M | Put options by funds: $3.47B

Holders
572
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
8.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
93
Increased
152
Reduced
215
Closed
81
Calls
$744M
Puts
$3.47B
Net Calls
-$2.73B
Net Calls Change
-$640M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B -$44.2M -3,517,784 -4%
BlackRock
2
BlackRock
New York
$523M +$13.2M +1,048,953 +3%
Primecap Management
3
Primecap Management
California
$509M -$1.55M -123,135 -0.3%
State Street
4
State Street
Massachusetts
$286M +$5.38M +428,450 +2%
Morgan Stanley
5
Morgan Stanley
New York
$234M +$80.9M +6,443,408 +61%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$210M +$4.4M +350,502 +2%
USGIU
7
U.S. Global Investors (USGI)
Texas
$174M +$25.1M +2,001,247 +19%
Invesco
8
Invesco
Georgia
$160M -$5.79M -460,916 -4%
Two Sigma Investments
9
Two Sigma Investments
New York
$97.4M -$47.2M -3,756,695 -35%
Charles Schwab
10
Charles Schwab
California
$79.9M -$1.46M -116,257 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$74.2M -$214M -17,030,300 -76%
Northern Trust
12
Northern Trust
Illinois
$68.4M +$2.85M +226,775 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$56.4M +$5.38M +428,700 +12%
Squarepoint
14
Squarepoint
New York
$49.2M -$1.04M -82,462 -2%
Man Group
15
Man Group
United Kingdom
$45.1M +$41.2M +3,282,864 New
Bank of America
16
Bank of America
North Carolina
$37.1M -$12.6M -1,000,950 -27%
Millennium Management
17
Millennium Management
New York
$35.5M -$6.16M -490,911 -16%
Barclays
18
Barclays
United Kingdom
$34.8M -$9.77M -778,489 -23%
PCM
19
PAR Capital Management
Massachusetts
$34.5M +$133K +10,600 +0.4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$31.5M -$85.2M -6,783,900 -75%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$29.6M +$1.04M +82,537 +4%
Jane Street
22
Jane Street
New York
$28.9M +$20.3M +1,617,761 +332%
Goldman Sachs
23
Goldman Sachs
New York
$27.4M +$7.77M +619,130 +45%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$27.3M -$5.76M -458,701 -19%
N
25
Nuveen
North Carolina
$25.5M -$83.2K -6,630 -0.4%

AAL Hedge Fund Activity: Q4 2023 in Review

572 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q4 2023, worth a combined $4.84B — down 3.4% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AAL positions and 81 closed out — a net gain of 12 holders — while 152 added to existing stakes and 215 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.9M. The largest seller was Renaissance Technologies, cutting an estimated $214M.

  • 572 institutional investors held American Airlines Group (AAL) as of Q4 2023, up from 566 in Q3 2023.
  • Funds reported $4.84B of American Airlines Group stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 93 funds opened new American Airlines Group positions in Q4 2023 and 81 closed out, a net change of +12 holders.
  • The largest American Airlines Group buyer in Q4 2023 was Morgan Stanley, an estimated $80.9M added.
  • The largest American Airlines Group seller in Q4 2023 was Renaissance Technologies, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2023.