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Alaska Air

502 hedge funds and large institutions have $7.04B invested in Alaska Air in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 150 increasing their positions, 201 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

6% more funds holding

Funds holding: 474502 (+28)

1% more capital invested

Capital invested by funds: $6.98B → $7.04B (+$60.6M)

0.56% less ownership

Funds ownership: 88.6%88.04% (-0.56%)

23% less call options, than puts

Call options by funds: $82.2M | Put options by funds: $107M

25% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 201

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
502
Holders Change
+28
Holders Change %
+5.91%
% of All Funds
11.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
74
Increased
150
Reduced
201
Closed
42
Calls
$82.2M
Puts
$107M
Net Calls
-$24.8M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Scout Investments
Missouri
$19.8M -$13.5M -214,258 -41%
CCMG
52
Clark Capital Management Group
Pennsylvania
$18.2M +$17.7M +281,003 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$17.7M +$5.01M +79,438 +41%
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$17.4M -$47.3M -751,392 -74%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$16.8M -$112K -1,775 -0.7%
DIA
56
Davidson Investment Advisors
Montana
$14.9M -$75.9K -1,205 -0.5%
Stifel Financial
57
Stifel Financial
Missouri
$14.3M +$1.57M +24,961 +13%
CTA
58
Carillon Tower Advisers
Florida
$13.5M -$9.26M -147,000 -41%
GC
59
Guggenheim Capital
Illinois
$13.5M -$513K -8,149 -4%
AAMU
60
Amundi Asset Management US
Massachusetts
$13.4M +$1.67M +26,434 +15%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$13.1M -$290K -4,600 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$12.6M +$84.7K +1,344 +0.7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$12.3M +$180K +2,852 +2%
Legal & General Group
64
Legal & General Group
United Kingdom
$12.1M +$854K +13,559 +8%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$12M +$11.6M +184,457 New
CT
66
Cambridge Trust
Massachusetts
$11.7M +$2.85M +45,247 +34%
BTS
67
BB&T Securities
Virginia
$11.5M +$1.19M +18,920 +12%
AQR Capital Management
68
AQR Capital Management
Connecticut
$11.3M +$10.6M +168,976 +2,982%
ZIC
69
ZWJ Investment Counsel
Georgia
$11.2M +$10.9M +172,748 New
EIP
70
Epoch Investment Partners
New York
$11.2M -$48.4K -768 -0.4%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$11.2M +$3.97M +63,074 +58%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$63.9K -1,014 -0.6%
Renaissance Technologies
73
Renaissance Technologies
New York
$10.8M +$10.5M +166,900 New
Prudential Financial
74
Prudential Financial
New Jersey
$9.99M +$9.58K +152 +0.1%
DADC
75
D.A. Davidson & Co
Montana
$9.95M +$2.01M +31,932 +26%

ALK Hedge Fund Activity: Q3 2019 in Review

502 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2019, worth a combined $7.04B — up 0.87% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ALK positions and 42 closed out — a net gain of 32 holders — while 150 added to existing stakes and 201 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $66.2M. The largest seller was Point72 Asset Management, cutting an estimated $47.3M.

  • 502 institutional investors held Alaska Air (ALK) as of Q3 2019, up from 474 in Q2 2019.
  • Funds reported $7.04B of Alaska Air stock for Q3 2019, up 0.87% quarter-over-quarter.
  • 74 funds opened new Alaska Air positions in Q3 2019 and 42 closed out, a net change of +32 holders.
  • The largest Alaska Air buyer in Q3 2019 was Parnassus Investments, an estimated $66.2M added.
  • The largest Alaska Air seller in Q3 2019 was Point72 Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q3 2019.