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AAR Corp

143 hedge funds and large institutions have $573M invested in AAR Corp in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.2% more ownership

Funds ownership: 80.7%85.89% (+5.2%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 146143 (-3)

28% less call options, than puts

Call options by funds: $669K | Put options by funds: $929K

44% less capital invested

Capital invested by funds: $1.02B → $573M (-$446M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
51
Reduced
48
Closed
25
Calls
$669K
Puts
$929K
Net Calls
-$260K
Net Calls Change
-$6.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$70.8M -$13M -501,900 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$63.8M -$355K -13,676 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.9M +$829K +31,975 +1%
BFA
4
BlackRock Fund Advisors
California
$41.7M +$564K +21,729 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$35.3M +$1.96M +75,600 +4%
Northern Trust
6
Northern Trust
Illinois
$23M -$935K -36,035 -3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$19.7M -$1.12M -43,137 -4%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$19.1M +$7.47M +288,035 +40%
VFA
9
Virtus Fund Advisers
Connecticut
$18.3M +$718K +27,700 +3%
BIT
10
BlackRock Institutional Trust
California
$17.6M +$1.12M +43,294 +5%
GC
11
GW Capital
Washington
$12.5M -$305K -11,764 -2%
RCMC
12
Rubric Capital Management (Connecticut)
Connecticut
$11.6M -$17.2M -664,335 -52%
LSV Asset Management
13
LSV Asset Management
Illinois
$11.5M -$866K -33,400 -5%
HA
14
Heartland Advisors
Wisconsin
$11.1M -$22.7K -875 -0.1%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$9.16M +$309K +11,932 +3%
O
16
OppenheimerFunds
New York
$8.85M +$464K +17,891 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.4M +$1.4M +53,939 +14%
DVM
18
Dreman Value Management
Florida
$6.88M +$1.03M +39,627 +12%
Ameriprise
19
Ameriprise
Minnesota
$6.75M -$1.23M -47,556 -12%
Norges Bank
20
Norges Bank
Norway
$4.98M +$1.57M +60,486 +30%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$4.66M -$8.06M -310,700 -56%
BCM
22
Buckhead Capital Management
Georgia
$4.36M +$778K +30,000 +15%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.29M +$59.4K +2,292 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$4.22M +$2.68M +103,210 +86%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.97M +$89.4K +3,449 +2%

AIR Hedge Fund Activity: Q3 2015 in Review

143 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AAR Corp (AIR) for Q3 2015, worth a combined $573M — down 44% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AIR and 23 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 51 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $7.47M. The largest seller was Orange Capital, exiting entirely with an estimated $19M sold.

  • 143 institutional investors held AAR Corp (AIR) as of Q3 2015, down from 146 in Q2 2015.
  • Funds reported $573M of AAR Corp stock for Q3 2015, down 44% quarter-over-quarter.
  • 23 funds opened new AAR Corp positions in Q3 2015 and 25 closed out, a net change of -2 holders.
  • The largest AAR Corp buyer in Q3 2015 was Brandywine Global Investment Management, an estimated $7.47M added.
  • The largest AAR Corp seller in Q3 2015 was Orange Capital, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2015.