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Allegiant Air

149 hedge funds and large institutions have $1.57B invested in Allegiant Air in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $4.81M | Put options by funds: $4.4M

3% more capital invested

Capital invested by funds: $1.52B → $1.57B (+$46.7M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 152149 (-3)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
49
Reduced
60
Closed
23
Calls
$4.81M
Puts
$4.4M
Net Calls
+$414K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$305M +$2.32M +22,778 +0.8%
WA
2
Wasatch Advisors
Utah
$157M +$22.8M +223,645 +19%
Renaissance Technologies
3
Renaissance Technologies
New York
$149M +$3.3M +32,400 +2%
Franklin Resources
4
Franklin Resources
California
$125M +$29.5M +289,951 +35%
Vanguard Group
5
Vanguard Group
Pennsylvania
$110M +$2.6M +25,486 +3%
BFA
6
BlackRock Fund Advisors
California
$91.4M +$860K +8,443 +1%
TCM
7
TimesSquare Capital Management
New York
$80.4M -$12.6M -123,785 -15%
BIT
8
BlackRock Institutional Trust
California
$45.4M +$4.66M +45,735 +13%
State Street
9
State Street
Massachusetts
$34.9M +$1.49M +14,633 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$30.9M +$1.09M +10,738 +4%
Northern Trust
11
Northern Trust
Illinois
$24.9M +$135K +1,325 +0.6%
GGHC
12
Gilder Gagnon Howe & Co
New York
$21.7M +$2.06M +20,172 +12%
JP Morgan Chase
13
JP Morgan Chase
New York
$20.4M +$13.3M +130,351 +252%
GCM
14
Geneva Capital Management
Wisconsin
$19.5M -$81.5K -800 -0.5%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$19.3M -$17M -167,100 -49%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$18.1M -$9.12M -89,517 -36%
RHJA
17
Rice Hall James & Associates
California
$15.2M -$5.1M -50,091 -27%
CLM
18
ClearBridge LLC (Maryland)
Maryland
$13.9M +$2.69M +26,440 +27%
SBH
19
Segall Bryant & Hamill
Illinois
$12.6M +$443K +4,344 +4%
KCM
20
Kennedy Capital Management
Missouri
$11.9M +$10.8M +106,211 New
MC
21
Muhlenkamp & Co
Pennsylvania
$10.6M +$136K +1,330 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.5M +$407K +3,990 +4%
APG Asset Management
23
APG Asset Management
Netherlands
$10.3M +$9.38M +92,000 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.81M +$266K +2,609 +3%
Norges Bank
25
Norges Bank
Norway
$9.52M

ALGT Hedge Fund Activity: Q1 2014 in Review

149 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q1 2014, worth a combined $1.57B — up 3.1% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ALGT and 22 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 49 added.

The largest buyer was Franklin Resources, adding an estimated $29.5M. The largest seller was Wells Fargo, cutting an estimated $64.5M.

  • 149 institutional investors held Allegiant Air (ALGT) as of Q1 2014, down from 152 in Q4 2013.
  • Funds reported $1.57B of Allegiant Air stock for Q1 2014, up 3.1% quarter-over-quarter.
  • 22 funds opened new Allegiant Air positions in Q1 2014 and 23 closed out, a net change of -1 holder.
  • The largest Allegiant Air buyer in Q1 2014 was Franklin Resources, an estimated $29.5M added.
  • The largest Allegiant Air seller in Q1 2014 was Wells Fargo, an estimated $64.5M sold.

Based on aggregated 13F filings for Q1 2014.