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Allegiant Air

195 hedge funds and large institutions have $1.8B invested in Allegiant Air in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 57

2% less funds holding

Funds holding: 198195 (-3)

2.29% less ownership

Funds ownership: 82.15%79.86% (-2.3%)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

18% less capital invested

Capital invested by funds: $2.19B → $1.8B (-$385M)

52% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $4.6M

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
22
Increased
78
Reduced
57
Closed
25
Calls
$2.23M
Puts
$4.6M
Net Calls
-$2.37M
Net Calls Change
+$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$209M -$667K -4,555 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$2.94M +20,068 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$154M -$7.63M -52,100 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$138M +$11.9M +81,533 +9%
WA
5
Wasatch Advisors
Utah
$97.4M -$1.82M -12,442 -2%
TCM
6
TimesSquare Capital Management
New York
$91.7M +$8.51M +58,065 +9%
Franklin Resources
7
Franklin Resources
California
$83.7M -$12.9M -88,008 -12%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$82.9M +$1.49M +10,163 +2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$74.2M +$20.2M +137,600 +34%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$54.5M +$2.71M +18,462 +5%
State Street
11
State Street
Massachusetts
$48M +$1.22M +8,300 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$41.1M -$58.6M -399,870 -57%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$36.1M +$5.57M +37,980 +17%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$34M -$3.58M -24,444 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.2M -$1.49M -10,170 -4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.8M -$1.14M -7,812 -4%
Northern Trust
17
Northern Trust
Illinois
$23.8M +$555K +3,790 +2%
FPA
18
First Pacific Advisors
California
$20.1M +$21.8M +148,450 New
ICOM
19
Investment Counselors of Maryland
Maryland
$17.8M +$7.8M +53,255 +68%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$16.1M +$1.39M +9,510 +9%
GGHC
21
Gilder Gagnon Howe & Co
New York
$15M -$474K -3,235 -3%
Bank of America
22
Bank of America
North Carolina
$14.3M -$295K -2,010 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.8M +$4.54K +31 +0%
IGIM
24
I.G. Investment Management
Manitoba, Canada
$11.9M
NFA
25
Nationwide Fund Advisors
Ohio
$11.2M +$278K +1,894 +2%

ALGT Hedge Fund Activity: Q2 2017 in Review

195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q2 2017, worth a combined $1.8B — down 18% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ALGT and 22 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 78 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $21.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $58.6M.

  • 195 institutional investors held Allegiant Air (ALGT) as of Q2 2017, down from 198 in Q1 2017.
  • Funds reported $1.8B of Allegiant Air stock for Q2 2017, down 18% quarter-over-quarter.
  • 22 funds opened new Allegiant Air positions in Q2 2017 and 25 closed out, a net change of -3 holders.
  • The largest Allegiant Air buyer in Q2 2017 was First Pacific Advisors, an estimated $21.8M added.
  • The largest Allegiant Air seller in Q2 2017 was T. Rowe Price Associates, an estimated $58.6M sold.

Based on aggregated 13F filings for Q2 2017.