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Allegiant Air

211 hedge funds and large institutions have $1.3B invested in Allegiant Air in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$149M)

4.35% more ownership

Funds ownership: 81.12%85.47% (+4.4%)

6% less funds holding

Funds holding: 224211 (-13)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

15% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $17.3M

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

Holders
211
Holders Change
-13
Holders Change %
-5.8%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
68
Reduced
78
Closed
47
Calls
$14.6M
Puts
$17.3M
Net Calls
-$2.63M
Net Calls Change
-$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MLIM
26
Mountain Lake Investment Management
Florida
$9.75M -$144K -2,000 -2%
Man Group
27
Man Group
United Kingdom
$8.02M +$7.01M +97,039 New
SBH
28
Segall Bryant & Hamill
Illinois
$7.58M +$572K +7,928 +9%
Bank of America
29
Bank of America
North Carolina
$7.34M -$2.13M -29,477 -25%
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$7.19M +$6.28M +87,000 New
Principal Financial Group
31
Principal Financial Group
Iowa
$6.5M -$203K -2,814 -3%
RA
32
Royce & Associates
New York
$6.44M +$2.59M +35,900 +85%
CISOA
33
Capital Investment Services of America
Wisconsin
$6.39M -$1.5M -20,777 -21%
EF
34
Empowered Funds
Pennsylvania
$5.46M +$93.4K +1,294 +2%
First Eagle Investment Management
35
First Eagle Investment Management
New York
$5.43M +$2.3M +31,875 +94%
Jane Street
36
Jane Street
New York
$4.88M +$2.6M +35,990 +156%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.28M -$29.8K -412 -0.8%
Prudential Financial
38
Prudential Financial
New Jersey
$4.07M +$714K +9,890 +25%
N
39
Nuveen
North Carolina
$4.04M +$35.3K +489 +1%
Ameriprise
40
Ameriprise
Minnesota
$3.93M -$228K -3,154 -6%
Primecap Management
41
Primecap Management
California
$3.47M
Goldman Sachs
42
Goldman Sachs
New York
$3.4M -$2.29M -31,775 -44%
GLA
43
Great Lakes Advisors
Illinois
$3.29M -$106K -1,472 -4%
HB
44
Hauser Brothers
Germany
$3.12M +$2.73M +37,800 New
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$3.08M -$8.31M -115,052 -76%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$2.99M +$670K +9,280 +34%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.77M -$37.2K -515 -2%
OP
48
Oldfield Partners
United Kingdom
$2.66M +$72.2K +1,000 +3%
Barclays
49
Barclays
United Kingdom
$2.62M +$1.28M +17,786 +128%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M +$911K +12,621 +68%

ALGT Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q4 2023, worth a combined $1.3B — up 13% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ALGT and 35 opened new positions — a net loss of 12 holders — while 78 trimmed existing stakes and 68 added.

The largest buyer was Morgan Stanley, adding an estimated $15.1M. The largest seller was Millennium Management, exiting entirely with an estimated $11.6M sold.

  • 211 institutional investors held Allegiant Air (ALGT) as of Q4 2023, down from 224 in Q3 2023.
  • Funds reported $1.3B of Allegiant Air stock for Q4 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Allegiant Air positions in Q4 2023 and 47 closed out, a net change of -12 holders.
  • The largest Allegiant Air buyer in Q4 2023 was Morgan Stanley, an estimated $15.1M added.
  • The largest Allegiant Air seller in Q4 2023 was Millennium Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2023.