We are live on ! Find out more
ALK icon

Alaska Air

535 hedge funds and large institutions have $10.4B invested in Alaska Air in 2017 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 30

11% more funds holding

Funds holding: 483535 (+52)

4% more capital invested

Capital invested by funds: $9.94B → $10.4B (+$417M)

0.13% less ownership

Funds ownership: 90.94%90.81% (-0.13%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

18% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $81.3M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 217

Holders
535
Holders Change
+52
Holders Change %
+10.77%
% of All Funds
13.32%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
95
Increased
163
Reduced
217
Closed
30
Calls
$66.5M
Puts
$81.3M
Net Calls
-$14.8M
Net Calls Change
-$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$86.3M -$16M -168,863 -15%
ACM
27
Altimeter Capital Management
Massachusetts
$86.3M +$3.12M +32,960 +4%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$78.9M -$424K -4,486 -0.5%
Bank of America
29
Bank of America
North Carolina
$78.9M +$46.4M +490,680 +134%
GT
30
Glenmede Trust
Pennsylvania
$78.2M -$7.6M -80,315 -9%
Invesco
31
Invesco
Georgia
$71.8M +$21.3M +225,116 +41%
EAM
32
Edge Asset Management
Washington
$70.2M -$6.64M -70,232 -8%
AII
33
AGF Investments Inc
Ontario, Canada
$67.7M +$69.5M +734,867 New
TSW
34
Thompson Siegel & Walmsley
Virginia
$65.7M -$5.48M -57,933 -8%
JIR
35
James Investment Research
Ohio
$63M -$6.05M -63,904 -9%
AL
36
AJO LP
Pennsylvania
$59.3M +$45.1M +476,786 +286%
Victory Capital Management
37
Victory Capital Management
Texas
$55.1M +$55.3M +585,036 +4,589%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$51.6M +$30.4M +321,467 +135%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$51.3M +$23.7M +250,245 +84%
Wells Fargo
40
Wells Fargo
California
$50.9M +$8.45M +89,289 +19%
Charles Schwab
41
Charles Schwab
California
$50.1M +$3.74M +39,539 +8%
First Trust Advisors
42
First Trust Advisors
Illinois
$45.9M -$18.2M -192,006 -28%
Principal Financial Group
43
Principal Financial Group
Iowa
$45.5M +$5.62M +59,452 +14%
JP Morgan Chase
44
JP Morgan Chase
New York
$41.7M -$4.63M -48,943 -10%
SCM
45
Smead Capital Management
Arizona
$41M -$893K -9,442 -2%
PI
46
PGGM Investments
Netherlands
$39.6M -$2.6M -27,480 -6%
MWA
47
Marshall Wace Asia
Hong Kong
$39M +$40.1M +423,400 New
TA
48
Teachers Advisors
New York
$37.8M -$203K -2,149 -0.5%
VFA
49
Virtus Fund Advisers
Connecticut
$36.3M -$20.3M -214,125 -35%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$35.9M -$2.7M -28,548 -7%

ALK Hedge Fund Activity: Q1 2017 in Review

535 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q1 2017, worth a combined $10.4B — up 4.2% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new ALK positions and 30 closed out — a net gain of 65 holders — while 163 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $647M. The largest seller was Millennium Management, cutting an estimated $78.7M.

  • 535 institutional investors held Alaska Air (ALK) as of Q1 2017, up from 483 in Q4 2016.
  • Funds reported $10.4B of Alaska Air stock for Q1 2017, up 4.2% quarter-over-quarter.
  • 95 funds opened new Alaska Air positions in Q1 2017 and 30 closed out, a net change of +65 holders.
  • The largest Alaska Air buyer in Q1 2017 was BlackRock, an estimated $647M added.
  • The largest Alaska Air seller in Q1 2017 was Millennium Management, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2017.