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Allegiant Air

212 hedge funds and large institutions have $1.41B invested in Allegiant Air in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

39% more capital invested

Capital invested by funds: $1.01B → $1.41B (+$399M)

7% more funds holding

Funds holding: 199212 (+13)

1.53% more ownership

Funds ownership: 83.01%84.55% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

33% less call options, than puts

Call options by funds: $9.23M | Put options by funds: $13.8M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
68
Reduced
66
Closed
21
Calls
$9.23M
Puts
$13.8M
Net Calls
-$4.57M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$239M -$8.87M -98,602 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M +$831K +9,241 +0.5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$143M -$2.93M -32,634 -2%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$72.7M +$5.03M +55,968 +8%
USGIU
5
U.S. Global Investors (USGI)
Texas
$70.2M -$7.75M -86,225 -10%
State Street
6
State Street
Massachusetts
$56.5M -$5.42M -60,272 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$50.5M +$17M +188,649 +52%
Macquarie Group
8
Macquarie Group
Australia
$46.7M +$907K +10,083 +2%
Franklin Resources
9
Franklin Resources
California
$45.9M +$408K +4,542 +0.9%
GCM
10
Geneva Capital Management
Wisconsin
$33.9M +$1.08M +12,061 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.9M +$768K +8,542 +3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$28.6M +$773K +8,603 +3%
PCM
13
PAR Capital Management
Massachusetts
$27.6M -$2.25M -25,000 -8%
Morgan Stanley
14
Morgan Stanley
New York
$22.4M +$1.63M +18,182 +8%
FWIA
15
Fort Washington Investment Advisors
Ohio
$22.3M
Marshall Wace
16
Marshall Wace
United Kingdom
$20.5M -$5.7M -63,363 -22%
GKIM
17
GW&K Investment Management
Massachusetts
$19.7M +$1.95M +21,636 +11%
American Century Companies
18
American Century Companies
Missouri
$17M +$2.77M +30,787 +19%
Bank of America
19
Bank of America
North Carolina
$16.3M +$1.92M +21,407 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.5M +$266K +2,956 +2%
Northern Trust
21
Northern Trust
Illinois
$14.1M +$31.3K +348 +0.2%
NIG
22
NFJ Investment Group
Texas
$13.2M -$2.12M -23,534 -14%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$11.5M +$3.26M +36,262 +41%
MLIM
24
Mountain Lake Investment Management
Florida
$11M +$89.9K +1,000 +0.8%
Charles Schwab
25
Charles Schwab
California
$10.9M -$2.27M -25,291 -18%

ALGT Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q1 2023, worth a combined $1.41B — up 39% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ALGT positions and 21 closed out — a net gain of 14 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $17M. The largest seller was Royal London Asset Management, exiting entirely with an estimated $12.8M sold.

  • 212 institutional investors held Allegiant Air (ALGT) as of Q1 2023, up from 199 in Q4 2022.
  • Funds reported $1.41B of Allegiant Air stock for Q1 2023, up 39% quarter-over-quarter.
  • 35 funds opened new Allegiant Air positions in Q1 2023 and 21 closed out, a net change of +14 holders.
  • The largest Allegiant Air buyer in Q1 2023 was Dimensional Fund Advisors, an estimated $17M added.
  • The largest Allegiant Air seller in Q1 2023 was Royal London Asset Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2023.