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Allegiant Air

193 hedge funds and large institutions have $1.77B invested in Allegiant Air in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 55

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

1% less funds holding

Funds holding: 195193 (-2)

1.6% less ownership

Funds ownership: 88.05%86.45% (-1.6%)

10% less capital invested

Capital invested by funds: $1.96B → $1.77B (-$190M)

47% less call options, than puts

Call options by funds: $5.95M | Put options by funds: $11.2M

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
80
Reduced
55
Closed
28
Calls
$5.95M
Puts
$11.2M
Net Calls
-$5.25M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$230M +$10.6M +79,958 +5%
PCM
2
PAR Capital Management
Massachusetts
$201M +$211M +1,583,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M +$4.29M +32,199 +3%
WA
4
Wasatch Advisors
Utah
$89.7M -$4.67M -35,081 -5%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$86.7M +$1.18M +8,896 +1%
Franklin Resources
6
Franklin Resources
California
$78.4M -$8.09M -60,751 -9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$72M -$193M -1,451,518 -72%
FPA
8
First Pacific Advisors
California
$70.4M +$6.08M +45,651 +9%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$66M +$13.5M +101,366 +24%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$66M +$32.1M +240,957 +86%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$56.5M +$2.01M +15,124 +4%
State Street
12
State Street
Massachusetts
$50.1M +$3.71M +27,840 +8%
Renaissance Technologies
13
Renaissance Technologies
New York
$40.1M -$8.64M -64,900 -17%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$35.4M -$1.17M -8,824 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.5M +$1.06M +7,954 +4%
RA
16
Royce & Associates
New York
$28.4M +$4.99M +37,505 +20%
GKIM
17
GW&K Investment Management
Massachusetts
$23.5M +$3.9M +29,311 +19%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$23M +$1.38M +10,386 +6%
Northern Trust
19
Northern Trust
Illinois
$22.4M +$583K +4,379 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$17.3M +$1.33M +9,966 +8%
Deutsche Bank
21
Deutsche Bank
Germany
$14.4M +$4.1M +30,826 +37%
Charles Schwab
22
Charles Schwab
California
$14.3M +$960K +7,214 +7%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.9M +$727K +5,457 +5%
ClearBridge Investments
24
ClearBridge Investments
New York
$13.5M +$14.2M +106,387 +967,155%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$13.4M +$2.92M +21,949 +26%

ALGT Hedge Fund Activity: Q3 2018 in Review

193 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q3 2018, worth a combined $1.77B — down 9.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ALGT and 27 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 80 added.

The largest buyer was PAR Capital Management, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $193M.

  • 193 institutional investors held Allegiant Air (ALGT) as of Q3 2018, down from 195 in Q2 2018.
  • Funds reported $1.77B of Allegiant Air stock for Q3 2018, down 9.7% quarter-over-quarter.
  • 27 funds opened new Allegiant Air positions in Q3 2018 and 28 closed out, a net change of -1 holder.
  • The largest Allegiant Air buyer in Q3 2018 was PAR Capital Management, an estimated $211M added.
  • The largest Allegiant Air seller in Q3 2018 was Fidelity Investments, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2018.