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Alaska Air

442 hedge funds and large institutions have $3.31B invested in Alaska Air in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 65

2% more funds holding

Funds holding: 434442 (+8)

1% more capital invested

Capital invested by funds: $3.28B → $3.31B (+$23.3M)

0.48% less ownership

Funds ownership: 73.91%73.43% (-0.48%)

18% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 165

42% less call options, than puts

Call options by funds: $57.4M | Put options by funds: $98.6M

Holders
442
Holders Change
+8
Holders Change %
+1.84%
% of All Funds
8.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
76
Increased
136
Reduced
165
Closed
65
Calls
$57.4M
Puts
$98.6M
Net Calls
-$41.1M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
Royce & Associates
New York
$9.65M +$9.87M +263,500 New
JP Morgan Chase
52
JP Morgan Chase
New York
$9.52M +$1.05M +28,031 +12%
CCM
53
Channing Capital Management
Illinois
$8.97M +$1.89M +50,549 +26%
Stifel Financial
54
Stifel Financial
Missouri
$8.89M -$729K -19,452 -7%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$8.65M -$482K -12,880 -5%
TC
56
Towle & Co
Colorado
$8.62M -$712K -19,014 -7%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$8.31M -$1.21M -32,212 -12%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$8.09M -$403K -10,770 -5%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$8M +$491K +13,106 +6%
Two Sigma Investments
60
Two Sigma Investments
New York
$7.87M +$8.05M +214,878 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$7.84M -$126K -3,373 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$7.83M +$196K +5,245 +3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$7.15M +$1.67M +44,615 +29%
GIA
64
Gateway Investment Advisers
Ohio
$7.1M +$2.83M +75,520 +64%
Prudential Financial
65
Prudential Financial
New Jersey
$6.95M -$1.16M -30,849 -14%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$6.64M -$10.2M -273,202 -60%
RJA
67
Raymond James & Associates
Florida
$6.48M +$1.03M +27,381 +18%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$6.31M +$167K +4,466 +3%
MLM
69
Mount Lucas Management
Pennsylvania
$6.16M -$473K -12,616 -7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$6.12M +$6.37K +170 +0.1%
Citigroup
71
Citigroup
New York
$5.88M +$734K +19,589 +14%
PP
72
Peconic Partners
New York
$5.5M +$5.62M +150,000 New
PAM
73
Panagora Asset Management
Massachusetts
$5.45M +$4.21M +112,276 +307%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.29M +$799K +21,339 +17%
UBS Group
75
UBS Group
Switzerland
$5.22M -$641K -17,119 -11%

ALK Hedge Fund Activity: Q3 2020 in Review

442 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2020, worth a combined $3.31B — up 0.71% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ALK positions and 65 closed out — a net gain of 11 holders — while 136 added to existing stakes and 165 trimmed.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $58.5M. The largest seller was Fidelity Investments, cutting an estimated $75.4M.

  • 442 institutional investors held Alaska Air (ALK) as of Q3 2020, up from 434 in Q2 2020.
  • Funds reported $3.31B of Alaska Air stock for Q3 2020, up 0.71% quarter-over-quarter.
  • 76 funds opened new Alaska Air positions in Q3 2020 and 65 closed out, a net change of +11 holders.
  • The largest Alaska Air buyer in Q3 2020 was Causeway Capital Management, an estimated $58.5M added.
  • The largest Alaska Air seller in Q3 2020 was Fidelity Investments, an estimated $75.4M sold.

Based on aggregated 13F filings for Q3 2020.