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Alaska Air

466 hedge funds and large institutions have $3.69B invested in Alaska Air in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 148 increasing their positions, 171 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.24% less ownership

Funds ownership: 80.43%78.19% (-2.2%)

6% less funds holding

Funds holding: 497466 (-31)

13% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 171

27% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $5.47B → $3.69B (-$1.79B)

36% less call options, than puts

Call options by funds: $65.5M | Put options by funds: $102M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
466
Holders Change
-31
Holders Change %
-6.24%
% of All Funds
7.4%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
67
Increased
148
Reduced
171
Closed
92
Calls
$65.5M
Puts
$102M
Net Calls
-$36.2M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
376
WhitTier Trust Company
Nevada
$12.3K
ST
377
Smithfield Trust
Pennsylvania
$12K
PCTC
378
Perkins Coie Trust Company
Washington
$11.1K
HFS
379
Hantz Financial Services
Michigan
$11K
QC
380
Quent Capital
New York
$10.7K
IFAM
381
Institutional & Family Asset Management
Colorado
$10.6K -$272 -6 -2%
Loomis, Sayles & Company
382
Loomis, Sayles & Company
Massachusetts
$9K +$11K +243 New
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$8.94K -$6.34K -140 -37%
QL
384
Quarry LP
New York
$8.31K +$10.1K +224 New
CFD
385
Creative Financial Designs
Indiana
$8.08K
GWS
386
Glassman Wealth Services
Virginia
$7.42K -$2.04K -45 -18%
TLCM
387
Twin Lakes Capital Management
California
$7.42K
FCAS
388
First Command Advisory Services
Texas
$7.42K +$9.06K +200 New
C
389
Covestor
United Kingdom
$7K
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$7K +$679 +15 +8%
CYG
391
Clean Yield Group
Vermont
$6.98K +$91 +2 +1%
DMBA
392
Deseret Mutual Benefit Administrators
Utah
$6.93K -$5.62K -124 -40%
AA
393
Addison Advisors
Vermont
$6.04K +$1.77K +39 +31%
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$6.01K
PTC
395
Private Trust Company
Ohio
$5.64K -$20.1K -443 -74%
LFA
396
Level Financial Advisors
New York
$5.19K -$906 -20 -13%
SIS
397
Sound Income Strategies
Florida
$4.89K
TAM
398
Tucker Asset Management
Colorado
$4.75K -$31K -684 -84%
VWM
399
Venturi Wealth Management
Texas
$4.41K -$136 -3 -2%
LFG
400
Larson Financial Group
Missouri
$4.41K -$10.4K -230 -66%

ALK Hedge Fund Activity: Q3 2023 in Review

466 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2023, worth a combined $3.69B — down 33% from $5.47B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of ALK and 67 opened new positions — a net loss of 25 holders — while 171 trimmed existing stakes and 148 added.

The largest buyer was Citadel Advisors, adding an estimated $52.2M. The largest seller was Point72 Asset Management, cutting an estimated $90.6M.

  • 466 institutional investors held Alaska Air (ALK) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $3.69B of Alaska Air stock for Q3 2023, down 33% quarter-over-quarter.
  • 67 funds opened new Alaska Air positions in Q3 2023 and 92 closed out, a net change of -25 holders.
  • The largest Alaska Air buyer in Q3 2023 was Citadel Advisors, an estimated $52.2M added.
  • The largest Alaska Air seller in Q3 2023 was Point72 Asset Management, an estimated $90.6M sold.

Based on aggregated 13F filings for Q3 2023.