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Allegiant Air

154 hedge funds and large institutions have $1.74B invested in Allegiant Air in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $5.12M | Put options by funds: $2.97M

6% more capital invested

Capital invested by funds: $1.64B → $1.74B (+$98.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 157154 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

44% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 75

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
42
Reduced
75
Closed
19
Calls
$5.12M
Puts
$2.97M
Net Calls
+$2.15M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$335M -$851K -6,950 -0.3%
Renaissance Technologies
2
Renaissance Technologies
New York
$171M +$2.88M +23,500 +2%
WA
3
Wasatch Advisors
Utah
$171M -$206K -1,680 -0.1%
Franklin Resources
4
Franklin Resources
California
$126M -$11M -89,548 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$111M -$787K -6,427 -0.7%
BFA
6
BlackRock Fund Advisors
California
$87.2M -$1.9M -15,529 -2%
TCM
7
TimesSquare Capital Management
New York
$75.9M -$681K -5,560 -0.9%
PCM
8
PAR Capital Management
Massachusetts
$47.6M +$47.2M +385,000 New
State Street
9
State Street
Massachusetts
$39.5M +$167K +1,364 +0.4%
BIT
10
BlackRock Institutional Trust
California
$38.5M -$8.18M -66,746 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$37.3M +$598K +4,879 +2%
GGHC
12
Gilder Gagnon Howe & Co
New York
$23.3M -$111K -907 -0.5%
Northern Trust
13
Northern Trust
Illinois
$23M +$917K +7,489 +4%
GCM
14
Geneva Capital Management
Wisconsin
$22.6M -$394K -3,216 -2%
O
15
OppenheimerFunds
New York
$21.6M +$6.31M +51,549 +42%
RHJA
16
Rice Hall James & Associates
California
$19.1M -$185K -1,513 -1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$18M +$184K +1,500 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$17.9M -$1.25M -10,197 -7%
CLM
19
ClearBridge LLC (Maryland)
Maryland
$15.4M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$12.4M +$9.19M +75,000 +301%
SBH
21
Segall Bryant & Hamill
Illinois
$12.2M -$141K -1,149 -1%
KCM
22
Kennedy Capital Management
Missouri
$11.7M +$1.16M +9,453 +11%
MC
23
Muhlenkamp & Co
Pennsylvania
$11.6M -$122K -1,000 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$11.5M -$529K -4,317 -4%
Principal Financial Group
25
Principal Financial Group
Iowa
$10.7M -$259K -2,113 -2%

ALGT Hedge Fund Activity: Q3 2014 in Review

154 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q3 2014, worth a combined $1.74B — up 6% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ALGT and 17 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 42 added.

The largest buyer was PAR Capital Management, opening a new position worth an estimated $47.2M. The largest seller was JP Morgan Chase, cutting an estimated $15M.

  • 154 institutional investors held Allegiant Air (ALGT) as of Q3 2014, down from 157 in Q2 2014.
  • Funds reported $1.74B of Allegiant Air stock for Q3 2014, up 6% quarter-over-quarter.
  • 17 funds opened new Allegiant Air positions in Q3 2014 and 19 closed out, a net change of -2 holders.
  • The largest Allegiant Air buyer in Q3 2014 was PAR Capital Management, an estimated $47.2M added.
  • The largest Allegiant Air seller in Q3 2014 was JP Morgan Chase, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2014.