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Allegiant Air

200 hedge funds and large institutions have $2.38B invested in Allegiant Air in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 213200 (-13)

9% less capital invested

Capital invested by funds: $2.62B → $2.38B (-$240M)

13% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $27.4M

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

Holders
200
Holders Change
-13
Holders Change %
-6.1%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
63
Reduced
84
Closed
38
Calls
$23.9M
Puts
$27.4M
Net Calls
-$3.47M
Net Calls Change
-$8.11M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$285M -$129M -776,870 -33%
Renaissance Technologies
2
Renaissance Technologies
New York
$216M -$9.29M -56,000 -4%
WA
3
Wasatch Advisors
Utah
$203M -$42.4M -255,659 -18%
Franklin Resources
4
Franklin Resources
California
$181M +$54.3M +327,287 +48%
Vanguard Group
5
Vanguard Group
Pennsylvania
$175M +$2.47M +14,890 +2%
TCM
6
TimesSquare Capital Management
New York
$157M +$50.1M +301,683 +52%
BFA
7
BlackRock Fund Advisors
California
$139M -$4.28M -25,793 -3%
RIM
8
RS Investment Management
California
$88.7M +$30M +180,910 +57%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$61.5M +$2.68M +16,143 +5%
BIT
10
BlackRock Institutional Trust
California
$54M -$3.69M -22,269 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$53.9M +$38.3M +230,608 +319%
State Street
12
State Street
Massachusetts
$53.5M -$5.76M -34,691 -10%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$43.6M +$421K +2,539 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$38.4M +$353K +2,126 +1%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$32.6M +$16.1M +96,800 +109%
Northern Trust
16
Northern Trust
Illinois
$32M -$135K -816 -0.5%
O
17
OppenheimerFunds
New York
$28.8M -$17.6M -106,270 -40%
GGHC
18
Gilder Gagnon Howe & Co
New York
$27M -$364K -2,194 -1%
Ameriprise
19
Ameriprise
Minnesota
$21M +$7.14M +43,018 +58%
Norges Bank
20
Norges Bank
Norway
$19.4M
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$18.3M -$3.66M -22,054 -18%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15.4M -$857K -5,166 -6%
Principal Financial Group
23
Principal Financial Group
Iowa
$14.9M -$458K -2,758 -3%
MC
24
Muhlenkamp & Co
Pennsylvania
$14.2M +$16.6K +100 +0.1%
Prudential Financial
25
Prudential Financial
New Jersey
$10.4M -$4.25M -25,630 -30%

ALGT Hedge Fund Activity: Q2 2015 in Review

200 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q2 2015, worth a combined $2.38B — down 9.2% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of ALGT and 25 opened new positions — a net loss of 13 holders — while 84 trimmed existing stakes and 63 added.

The largest buyer was Franklin Resources, adding an estimated $54.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 200 institutional investors held Allegiant Air (ALGT) as of Q2 2015, down from 213 in Q1 2015.
  • Funds reported $2.38B of Allegiant Air stock for Q2 2015, down 9.2% quarter-over-quarter.
  • 25 funds opened new Allegiant Air positions in Q2 2015 and 38 closed out, a net change of -13 holders.
  • The largest Allegiant Air buyer in Q2 2015 was Franklin Resources, an estimated $54.3M added.
  • The largest Allegiant Air seller in Q2 2015 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2015.