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Allegiant Air

235 hedge funds and large institutions have $1.9B invested in Allegiant Air in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 53 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

34% more capital invested

Capital invested by funds: $1.41B → $1.9B (+$483M)

11% more funds holding

Funds holding: 212235 (+23)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.03% less ownership

Funds ownership: 84.55%81.51% (-3%)

36% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 83

39% less call options, than puts

Call options by funds: $23M | Put options by funds: $37.6M

Holders
235
Holders Change
+23
Holders Change %
+10.85%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
53
Reduced
83
Closed
23
Calls
$23M
Puts
$37.6M
Net Calls
-$14.6M
Net Calls Change
-$9.98M
Name Holding Trade Value Shares
Change
Change in
Stake
MLIM
26
Mountain Lake Investment Management
Florida
$14.5M -$523K -5,000 -4%
Marshall Wace
27
Marshall Wace
United Kingdom
$12.7M -$12.8M -122,161 -55%
SBH
28
Segall Bryant & Hamill
Illinois
$12.7M +$329K +3,147 +3%
CISOA
29
Capital Investment Services of America
Wisconsin
$11.8M +$309K +2,954 +3%
Goldman Sachs
30
Goldman Sachs
New York
$11.3M +$4.26M +40,700 +83%
Principal Financial Group
31
Principal Financial Group
Iowa
$11.2M -$563K -5,382 -6%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$9.09M +$3.95M +37,725 +110%
Invesco
33
Invesco
Georgia
$8.68M +$205K +1,963 +3%
ONPI
34
Owls Nest Partners IA
Pennsylvania
$8.45M -$638K -6,100 -8%
RCW
35
Rheos Capital Works
Japan
$7.54M -$4.18M -40,000 -40%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$7.49M -$636K -6,083 -9%
Ameriprise
37
Ameriprise
Minnesota
$7.18M -$297K -2,842 -5%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.76M +$57.5K +550 +1%
EST
39
EA Series Trust
Pennsylvania
$6.29M +$5.21M +49,776 New
EF
40
Empowered Funds
Pennsylvania
$6.29M +$5.21M +49,776 New
N
41
Nuveen
North Carolina
$6.15M -$463K -4,423 -8%
RA
42
Royce & Associates
New York
$5.75M -$858K -8,200 -15%
TI
43
Trexquant Investment
Connecticut
$5.59M +$1.38M +13,211 +43%
Primecap Management
44
Primecap Management
California
$5.56M
GLA
45
Great Lakes Advisors
Illinois
$5.34M -$5.15M -49,235 -54%
Legal & General Group
46
Legal & General Group
United Kingdom
$4.6M +$15K +143 +0.4%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$4M -$201K -1,921 -6%
OAM
48
Oberweis Asset Management
Illinois
$3.84M +$3.18M +30,400 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.67M +$1.19M +11,422 +65%
JP Morgan Chase
50
JP Morgan Chase
New York
$3.66M +$549K +5,245 +22%

ALGT Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q2 2023, worth a combined $1.9B — up 34% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ALGT positions and 23 closed out — a net gain of 23 holders — while 53 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was U.S. Global Investors (USGI), cutting an estimated $30M.

  • 235 institutional investors held Allegiant Air (ALGT) as of Q2 2023, up from 212 in Q1 2023.
  • Funds reported $1.9B of Allegiant Air stock for Q2 2023, up 34% quarter-over-quarter.
  • 46 funds opened new Allegiant Air positions in Q2 2023 and 23 closed out, a net change of +23 holders.
  • The largest Allegiant Air buyer in Q2 2023 was Millennium Management, an estimated $28.4M added.
  • The largest Allegiant Air seller in Q2 2023 was U.S. Global Investors (USGI), an estimated $30M sold.

Based on aggregated 13F filings for Q2 2023.