Alaska Air
454 hedge funds and large institutions have $4.14B invested in Alaska Air in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 154 increasing their positions, 149 reducing their positions, and 98 closing their positions.
12% more capital invested
Capital invested by funds: $3.69B → $4.14B (+$452M)
4.54% more ownership
Funds ownership: 78.19% → 82.73% (+4.5%)
3% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 149
4% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 98
3% less funds holding
Funds holding: 466 → 454 (-12)
39% less call options, than puts
Call options by funds: $98.9M | Put options by funds: $162M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$312M |
| 2 |
Morgan Stanley
New York
|
+$106M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$53.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$99.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$83.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$40.2M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$32.5M |
ALK Hedge Fund Activity: Q4 2023 in Review
454 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q4 2023, worth a combined $4.14B — up 12% from $3.69B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of ALK and 94 opened new positions — a net loss of 4 holders — while 149 trimmed existing stakes and 154 added.
The largest buyer was BlackRock, adding an estimated $312M. The largest seller was Invesco, cutting an estimated $99.1M.
- 454 institutional investors held Alaska Air (ALK) as of Q4 2023, down from 466 in Q3 2023.
- Funds reported $4.14B of Alaska Air stock for Q4 2023, up 12% quarter-over-quarter.
- 94 funds opened new Alaska Air positions in Q4 2023 and 98 closed out, a net change of -4 holders.
- The largest Alaska Air buyer in Q4 2023 was BlackRock, an estimated $312M added.
- The largest Alaska Air seller in Q4 2023 was Invesco, an estimated $99.1M sold.
Based on aggregated 13F filings for Q4 2023.