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Allegiant Air

213 hedge funds and large institutions have $2.65B invested in Allegiant Air in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $1.66B → $2.65B (+$987M)

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 198213 (+15)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.97% less ownership

Funds ownership: 86.4%85.42% (-0.97%)

5% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $14.5M

Holders
213
Holders Change
+15
Holders Change %
+7.58%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
48
Increased
68
Reduced
66
Closed
33
Calls
$13.8M
Puts
$14.5M
Net Calls
-$657K
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$372M +$960K +6,254 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$12.7M +82,888 +6%
WA
3
Wasatch Advisors
Utah
$227M -$43.3M -282,473 -19%
PCM
4
PAR Capital Management
Massachusetts
$153M -$68.9M -449,035 -36%
USGIU
5
U.S. Global Investors (USGI)
Texas
$127M +$22.2M +144,934 +27%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$127M +$4.94M +32,185 +5%
State Street
7
State Street
Massachusetts
$85.4M +$3.61M +23,561 +6%
Franklin Resources
8
Franklin Resources
California
$82.7M -$284K -1,849 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$78.6M -$6.75M -43,975 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$74.5M -$1.18M -7,691 -2%
GCM
11
Geneva Capital Management
Wisconsin
$72.3M +$1.67M +10,873 +3%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$68.2M -$10.8M -70,275 -16%
CCM
13
Channing Capital Management
Illinois
$43.8M +$3.73M +24,300 +12%
Macquarie Group
14
Macquarie Group
Australia
$39.8M +$27.9M +181,588 +627%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.9M +$1.01M +6,579 +3%
Goldman Sachs
16
Goldman Sachs
New York
$37.4M -$7.73M -50,392 -20%
GKIM
17
GW&K Investment Management
Massachusetts
$36.1M +$3.23M +21,034 +12%
BRIM
18
Broad Run Investment Management
Virginia
$34.3M +$7.78M +50,717 +39%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$30.9M -$1.11M -7,219 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$30.4M +$18.1M +118,278 +278%
Northern Trust
21
Northern Trust
Illinois
$30.2M -$1.12M -7,318 -4%
FWIA
22
Fort Washington Investment Advisors
Ohio
$23.3M +$18.9M +123,331 New
RA
23
Royce & Associates
New York
$21.8M +$2.72M +17,700 +18%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.6M +$34.7K +226 +0.2%
Charles Schwab
25
Charles Schwab
California
$19.4M +$285K +1,855 +2%

ALGT Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q4 2020, worth a combined $2.65B — up 59% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ALGT positions and 33 closed out — a net gain of 15 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was Macquarie Group, adding an estimated $27.9M. The largest seller was PAR Capital Management, cutting an estimated $68.9M.

  • 213 institutional investors held Allegiant Air (ALGT) as of Q4 2020, up from 198 in Q3 2020.
  • Funds reported $2.65B of Allegiant Air stock for Q4 2020, up 59% quarter-over-quarter.
  • 48 funds opened new Allegiant Air positions in Q4 2020 and 33 closed out, a net change of +15 holders.
  • The largest Allegiant Air buyer in Q4 2020 was Macquarie Group, an estimated $27.9M added.
  • The largest Allegiant Air seller in Q4 2020 was PAR Capital Management, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2020.