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AAR Corp

228 hedge funds and large institutions have $2.07B invested in AAR Corp in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.94B → $2.07B (+$135M)

1.34% more ownership

Funds ownership: 92.18%93.52% (+1.3%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% less funds holding

Funds holding: 229228 (-1)

14% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $3.21M

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
228
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
74
Reduced
87
Closed
28
Calls
$2.75M
Puts
$3.21M
Net Calls
-$461K
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M +$23.7M +369,125 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M +$2.89M +44,948 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$176M -$291K -4,539 -0.2%
State Street
4
State Street
Massachusetts
$119M +$8.92M +138,950 +8%
EARNEST Partners
5
EARNEST Partners
Georgia
$118M -$5.41M -84,184 -4%
Morgan Stanley
6
Morgan Stanley
New York
$86M +$53.1M +826,785 +150%
Franklin Resources
7
Franklin Resources
California
$56.8M -$1.36M -21,259 -2%
RCMNY
8
Rubric Capital Management (New York)
New York
$55.9M -$21.4M -332,518 -27%
Invesco
9
Invesco
Georgia
$51.3M +$24.7M +384,033 +88%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$44.9M +$1.66M +25,918 +4%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$43.9M +$1.52M +23,651 +3%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$34.5M +$21.6M +336,077 +155%
Charles Schwab
13
Charles Schwab
California
$33.2M +$1.12M +17,465 +3%
Principal Financial Group
14
Principal Financial Group
Iowa
$30.8M -$5.77M -89,818 -15%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$29.1M +$1.29M +20,025 +4%
SBH
16
Segall Bryant & Hamill
Illinois
$27.1M -$5.78M -89,956 -17%
Northern Trust
17
Northern Trust
Illinois
$26.7M +$45.5K +708 +0.2%
EA
18
Emerald Advisers
Pennsylvania
$24.6M -$431K -6,706 -2%
Norges Bank
19
Norges Bank
Norway
$21.5M -$2.01M -31,335 -8%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.2M +$934K +14,542 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20M -$688K -10,710 -3%
FAM
22
Fred Alger Management
New York
$19.7M +$9.54M +148,649 +89%
GI
23
GAMCO Investors
Connecticut
$17.5M -$471K -7,337 -3%
DCM
24
Driehaus Capital Management
Illinois
$16.1M +$1.97M +30,607 +13%
Goldman Sachs
25
Goldman Sachs
New York
$13.4M -$1.61M -25,093 -10%

AIR Hedge Fund Activity: Q4 2023 in Review

228 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AAR Corp (AIR) for Q4 2023, worth a combined $2.07B — up 6.9% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AIR positions and 28 closed out — a net gain of 1 holder — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.1M. The largest seller was Victory Capital Management, cutting an estimated $43.5M.

  • 228 institutional investors held AAR Corp (AIR) as of Q4 2023, down from 229 in Q3 2023.
  • Funds reported $2.07B of AAR Corp stock for Q4 2023, up 6.9% quarter-over-quarter.
  • 29 funds opened new AAR Corp positions in Q4 2023 and 28 closed out, a net change of +1 holder.
  • The largest AAR Corp buyer in Q4 2023 was Morgan Stanley, an estimated $53.1M added.
  • The largest AAR Corp seller in Q4 2023 was Victory Capital Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2023.