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Allegiant Air

224 hedge funds and large institutions have $1.15B invested in Allegiant Air in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $6.39M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.39% less ownership

Funds ownership: 81.51%81.12% (-0.39%)

5% less funds holding

Funds holding: 235224 (-11)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

21% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 84

39% less capital invested

Capital invested by funds: $1.9B → $1.15B (-$745M)

Holders
224
Holders Change
-11
Holders Change %
-4.68%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
66
Reduced
84
Closed
44
Calls
$12.5M
Puts
$6.39M
Net Calls
+$6.12M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$181M -$14.3M -139,322 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M -$760K -7,393 -0.4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$106M -$5.97M -58,129 -4%
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$66.2M +$9.3M +90,496 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.8M +$4.92M +47,857 +7%
State Street
6
State Street
Massachusetts
$46.6M -$8.12K -79 -0%
Franklin Resources
7
Franklin Resources
California
$41.3M +$2.84M +27,623 +5%
Macquarie Group
8
Macquarie Group
Australia
$40.9M +$1.96M +19,042 +4%
USGIU
9
U.S. Global Investors (USGI)
Texas
$40.3M +$4.88M +47,531 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25.6M +$860K +8,371 +3%
Morgan Stanley
11
Morgan Stanley
New York
$21.6M +$4.63M +45,059 +19%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$21.2M +$27.4M +266,481 +2,878%
American Century Companies
13
American Century Companies
Missouri
$20.2M +$4.39M +42,688 +19%
GCM
14
Geneva Capital Management
Wisconsin
$19.4M -$11.9M -115,607 -31%
PCM
15
PAR Capital Management
Massachusetts
$19.2M
FWIA
16
Fort Washington Investment Advisors
Ohio
$18.7M
GKIM
17
GW&K Investment Management
Massachusetts
$13.4M -$3.93M -38,257 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.1M -$874K -8,500 -5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$11.7M -$17M -165,540 -52%
Millennium Management
20
Millennium Management
New York
$11.6M -$14.1M -136,829 -48%
Northern Trust
21
Northern Trust
Illinois
$11.5M -$264K -2,565 -2%
BCM
22
Bridgeway Capital Management
Texas
$10.4M +$1.54M +14,949 +12%
Charles Schwab
23
Charles Schwab
California
$9.33M +$25.6K +249 +0.2%
MLIM
24
Mountain Lake Investment Management
Florida
$9.22M +$565K +5,500 +5%
Bank of America
25
Bank of America
North Carolina
$9.1M +$9.87K +96 +0.1%

ALGT Hedge Fund Activity: Q3 2023 in Review

224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Allegiant Air (ALGT) for Q3 2023, worth a combined $1.15B — down 39% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ALGT and 35 opened new positions — a net loss of 9 holders — while 84 trimmed existing stakes and 66 added.

The largest buyer was Balyasny Asset Management, adding an estimated $27.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $17M.

  • 224 institutional investors held Allegiant Air (ALGT) as of Q3 2023, down from 235 in Q2 2023.
  • Funds reported $1.15B of Allegiant Air stock for Q3 2023, down 39% quarter-over-quarter.
  • 35 funds opened new Allegiant Air positions in Q3 2023 and 44 closed out, a net change of -9 holders.
  • The largest Allegiant Air buyer in Q3 2023 was Balyasny Asset Management, an estimated $27.4M added.
  • The largest Allegiant Air seller in Q3 2023 was T. Rowe Price Associates, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2023.