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Alaska Air

385 hedge funds and large institutions have $9.05B invested in Alaska Air in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 106 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

67% more capital invested

Capital invested by funds: $5.41B → $9.05B (+$3.64B)

28% more call options, than puts

Call options by funds: $105M | Put options by funds: $81.9M

7% more funds holding

Funds holding: 360385 (+25)

3.02% less ownership

Funds ownership: 92.63%89.62% (-3%)

39% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 173

Holders
385
Holders Change
+25
Holders Change %
+6.94%
% of All Funds
10.27%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
70
Increased
106
Reduced
173
Closed
38
Calls
$105M
Puts
$81.9M
Net Calls
+$23M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.95B +$1.72M +32,618 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$529M -$4.46M -84,671 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$467M -$59.9M -1,136,600 -13%
Primecap Management
4
Primecap Management
California
$430M +$1.13M +21,526 +0.3%
BFA
5
BlackRock Fund Advisors
California
$315M +$19.9M +377,927 +8%
PCM
6
PAR Capital Management
Massachusetts
$281M
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$272M -$29.6M -561,266 -11%
AL
8
AJO LP
Pennsylvania
$217M +$3.15M +59,860 +2%
State Street
9
State Street
Massachusetts
$214M -$2.55M -48,443 -1%
BIT
10
BlackRock Institutional Trust
California
$209M -$1.93M -36,582 -1%
Franklin Resources
11
Franklin Resources
California
$193M -$29K -550 -0%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$147M -$26M -493,807 -17%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$115M +$12.9M +244,837 +15%
JIR
14
James Investment Research
Ohio
$108M +$6.4M +121,460 +7%
Ameriprise
15
Ameriprise
Minnesota
$107M +$12.5M +237,426 +15%
American Century Companies
16
American Century Companies
Missouri
$103M -$34.8M -660,278 -28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$102M -$8.99M -170,677 -9%
TCIM
18
TIAA CREF Investment Management
New York
$95.1M -$24.3M -460,661 -22%
AQR Capital Management
19
AQR Capital Management
Connecticut
$86.5M -$4.81M -91,267 -6%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$83.2M +$73.3M +1,391,936 New
ACM
21
Altimeter Capital Management
Massachusetts
$79.4M
JP Morgan Chase
22
JP Morgan Chase
New York
$78.4M -$13.1M -249,010 -16%
RFC
23
Russell Frank Company
Washington
$71.7M -$4.29M -81,376 -6%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$70.4M +$8.88M +168,481 +17%
Axa
25
Axa
France
$69.1M -$290K -5,500 -0.5%

ALK Hedge Fund Activity: Q4 2014 in Review

385 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q4 2014, worth a combined $9.05B — up 67% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ALK positions and 38 closed out — a net gain of 32 holders — while 106 added to existing stakes and 173 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $73.3M. The largest seller was Renaissance Technologies, cutting an estimated $59.9M.

  • 385 institutional investors held Alaska Air (ALK) as of Q4 2014, up from 360 in Q3 2014.
  • Funds reported $9.05B of Alaska Air stock for Q4 2014, up 67% quarter-over-quarter.
  • 70 funds opened new Alaska Air positions in Q4 2014 and 38 closed out, a net change of +32 holders.
  • The largest Alaska Air buyer in Q4 2014 was Ninety One (UK), an estimated $73.3M added.
  • The largest Alaska Air seller in Q4 2014 was Renaissance Technologies, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2014.