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Alaska Air

344 hedge funds and large institutions have $5.95B invested in Alaska Air in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 124 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $259M | Put options by funds: $99.3M

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3.54% more ownership

Funds ownership: 180.11%183.65% (+3.5%)

2% more funds holding

Funds holding: 338344 (+6)

10% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 124

3% more capital invested

Capital invested by funds: $5.77B → $5.95B (+$186M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
344
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
9.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
48
Increased
136
Reduced
124
Closed
40
Calls
$259M
Puts
$99.3M
Net Calls
+$160M
Net Calls Change
+$68.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$442M -$3.27M -68,602 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M +$11.1M +233,184 +3%
Primecap Management
3
Primecap Management
California
$341M -$733K -15,400 -0.2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$248M +$31.9M +669,260 +15%
BFA
5
BlackRock Fund Advisors
California
$243M +$24.3M +509,616 +11%
PCM
6
PAR Capital Management
Massachusetts
$223M
State Street
7
State Street
Massachusetts
$179M +$88.3K +1,854 +0%
BIT
8
BlackRock Institutional Trust
California
$175M -$11.5M -241,348 -6%
Franklin Resources
9
Franklin Resources
California
$153M +$1.03M +21,600 +0.7%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$142M -$2.84M -59,640 -2%
American Century Companies
11
American Century Companies
Missouri
$111M +$5.9M +123,886 +6%
TCIM
12
TIAA CREF Investment Management
New York
$94.9M +$8.17M +171,580 +9%
AQR Capital Management
13
AQR Capital Management
Connecticut
$90M -$4.84M -101,600 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$88.7M -$945K -19,844 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.3M -$10.1M -211,110 -10%
Bank of America
16
Bank of America
North Carolina
$84.6M -$960K -20,162 -1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$80.2M +$10.9M +229,456 +16%
JIR
18
James Investment Research
Ohio
$77.1M +$597K +12,530 +0.8%
ACM
19
Altimeter Capital Management
Massachusetts
$63.1M
AL
20
AJO LP
Pennsylvania
$62.9M +$61.3M +1,286,200 +3,495%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$57.2M -$28.7M -602,140 -33%
Norges Bank
22
Norges Bank
Norway
$57.2M +$28.7M +601,860 +100%
Axa
23
Axa
France
$56M +$276K +5,800 +0.5%
Prudential Financial
24
Prudential Financial
New Jersey
$54.7M -$294K -6,182 -0.5%
Ameriprise
25
Ameriprise
Minnesota
$54.4M -$17.8M -373,868 -25%

ALK Hedge Fund Activity: Q2 2014 in Review

344 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q2 2014, worth a combined $5.95B — up 3.2% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ALK positions and 40 closed out — a net gain of 8 holders — while 136 added to existing stakes and 124 trimmed.

The largest buyer was AJO LP, adding an estimated $61.3M. The largest seller was Suntrust Banks, cutting an estimated $44.8M.

  • 344 institutional investors held Alaska Air (ALK) as of Q2 2014, up from 338 in Q1 2014.
  • Funds reported $5.95B of Alaska Air stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 48 funds opened new Alaska Air positions in Q2 2014 and 40 closed out, a net change of +8 holders.
  • The largest Alaska Air buyer in Q2 2014 was AJO LP, an estimated $61.3M added.
  • The largest Alaska Air seller in Q2 2014 was Suntrust Banks, an estimated $44.8M sold.

Based on aggregated 13F filings for Q2 2014.