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Allegiant Air

199 hedge funds and large institutions have $1.01B invested in Allegiant Air in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 67

3.95% less ownership

Funds ownership: 86.96%83.01% (-4%)

7% less funds holding

Funds holding: 214199 (-15)

13% less capital invested

Capital invested by funds: $1.16B → $1.01B (-$148M)

18% less call options, than puts

Call options by funds: $5.56M | Put options by funds: $6.74M

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

Holders
199
Holders Change
-15
Holders Change %
-7.01%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
79
Reduced
67
Closed
34
Calls
$5.56M
Puts
$6.74M
Net Calls
-$1.18M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$22.6M +310,030 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M +$4.52M +61,985 +4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$108M +$19.8M +271,378 +21%
USGIU
4
U.S. Global Investors (USGI)
Texas
$57.8M +$13M +178,000 +27%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$49.9M -$1.61M -22,069 -3%
State Street
6
State Street
Massachusetts
$45.9M +$3.14M +43,088 +7%
Macquarie Group
7
Macquarie Group
Australia
$33.8M +$615K +8,434 +2%
Franklin Resources
8
Franklin Resources
California
$33.6M +$6.34M +86,866 +21%
GCM
9
Geneva Capital Management
Wisconsin
$24.3M -$359K -4,916 -1%
PCM
10
PAR Capital Management
Massachusetts
$22.1M -$2.67M -36,614 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.8M +$1.28M +17,599 +6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$20.6M +$1.05M +14,388 +5%
Marshall Wace
13
Marshall Wace
United Kingdom
$19.5M -$4.89M -67,088 -19%
FWIA
14
Fort Washington Investment Advisors
Ohio
$16.5M -$414K -5,674 -2%
Morgan Stanley
15
Morgan Stanley
New York
$15.3M -$42.7K -586 -0.3%
GKIM
16
GW&K Investment Management
Massachusetts
$13.1M -$860K -11,782 -6%
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$12.8M +$4.65M +63,768 +51%
NIG
18
NFJ Investment Group
Texas
$11.4M -$7.74M -106,125 -39%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.2M +$572K +7,847 +5%
American Century Companies
20
American Century Companies
Missouri
$10.8M +$2.63M +35,989 +29%
Bank of America
21
Bank of America
North Carolina
$10.6M -$111K -1,515 -1%
Northern Trust
22
Northern Trust
Illinois
$10.4M -$237K -3,246 -2%
Charles Schwab
23
Charles Schwab
California
$9.78M +$681K +9,334 +7%
BCM
24
Bridgeway Capital Management
Texas
$8.22M +$5.75M +78,800 +187%
MLIM
25
Mountain Lake Investment Management
Florida
$8.06M +$401K +5,500 +5%

ALGT Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q4 2022, worth a combined $1.01B — down 13% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ALGT and 22 opened new positions — a net loss of 12 holders — while 67 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $22.6M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $29M sold.

  • 199 institutional investors held Allegiant Air (ALGT) as of Q4 2022, down from 214 in Q3 2022.
  • Funds reported $1.01B of Allegiant Air stock for Q4 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Allegiant Air positions in Q4 2022 and 34 closed out, a net change of -12 holders.
  • The largest Allegiant Air buyer in Q4 2022 was BlackRock, an estimated $22.6M added.
  • The largest Allegiant Air seller in Q4 2022 was Neuberger Berman Group, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2022.