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Alaska Air

428 hedge funds and large institutions have $4.57B invested in Alaska Air in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 132 increasing their positions, 159 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

10% more capital invested

Capital invested by funds: $4.14B → $4.57B (+$434M)

1.68% more ownership

Funds ownership: 82.73%84.41% (+1.7%)

6% less funds holding

Funds holding: 454428 (-26)

17% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 159

28% less call options, than puts

Call options by funds: $69.8M | Put options by funds: $96.3M

29% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 84

Holders
428
Holders Change
-26
Holders Change %
-5.73%
% of All Funds
6.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
132
Reduced
159
Closed
84
Calls
$69.8M
Puts
$96.3M
Net Calls
-$26.5M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$1.07K +$187 +5 +25%
AW
402
Avion Wealth
Texas
$1K
Lazard Asset Management
403
Lazard Asset Management
New York
$1K +$1.05K +28 New
AFG
404
Albion Financial Group
Utah
$947
QC
405
Quent Capital
New York
$946 -$1.68K -45 -67%
MAWCM
406
Mine & Arao Wealth Creation & Management
California
$860 -$7.48K -200 -91%
AA
407
Ancora Advisors
Ohio
$860
GI
408
Gradient Investments
Minnesota
$774 -$4.15K -111 -86%
TFM
409
TFC Financial Management
Massachusetts
$774
ECM
410
Everence Capital Management
Indiana
$714
BHWM
411
Beaird Harris Wealth Management
Texas
$645
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$602 +$37 +1 +8%
ACA
413
Atlas Capital Advisors
Wyoming
$558
MCM
414
MV Capital Management
Maryland
$516 -$8.23K -220 -95%
MFT
415
Moisand Fitzgerald Tamayo
Florida
$430
AWM
416
Abound Wealth Management
Tennessee
$430 +$374 +10 New
WWP
417
WR Wealth Planners
Missouri
$430 +$374 +10 New
DF
418
Dunhill Financial
United Kingdom
$402 +$37 +1 +13%
RIL
419
Rothschild Investment LLC
Illinois
$301 -$374 -10 -59%
DWA
420
Delos Wealth Advisors
Texas
$301 +$262 +7 New
CA
421
Crewe Advisors
Utah
$258
HFM
422
Hartford Financial Management
Connecticut
$215
TWP
423
TFO Wealth Partners
Ohio
$215
VWA
424
Valued Wealth Advisors
Utah
$215 +$187 +5 New
LFG
425
Larson Financial Group
Missouri
$172 -$1.46K -39 -91%

ALK Hedge Fund Activity: Q1 2024 in Review

428 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q1 2024, worth a combined $4.57B — up 10% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of ALK and 60 opened new positions — a net loss of 24 holders — while 159 trimmed existing stakes and 132 added.

The largest buyer was Balyasny Asset Management, adding an estimated $84.4M. The largest seller was Morgan Stanley, cutting an estimated $113M.

  • 428 institutional investors held Alaska Air (ALK) as of Q1 2024, down from 454 in Q4 2023.
  • Funds reported $4.57B of Alaska Air stock for Q1 2024, up 10% quarter-over-quarter.
  • 60 funds opened new Alaska Air positions in Q1 2024 and 84 closed out, a net change of -24 holders.
  • The largest Alaska Air buyer in Q1 2024 was Balyasny Asset Management, an estimated $84.4M added.
  • The largest Alaska Air seller in Q1 2024 was Morgan Stanley, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2024.