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Alaska Air

430 hedge funds and large institutions have $8.91B invested in Alaska Air in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 149 increasing their positions, 177 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more funds holding in top 10

Funds holding in top 10: 715 (+8)

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $7.2B → $8.91B (+$1.71B)

3% more funds holding

Funds holding: 416430 (+14)

1.72% more ownership

Funds ownership: 86.81%88.54% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 177

34% less call options, than puts

Call options by funds: $65.8M | Put options by funds: $99.6M

Holders
430
Holders Change
+14
Holders Change %
+3.37%
% of All Funds
12%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.42%
New
63
Increased
149
Reduced
177
Closed
48
Calls
$65.8M
Puts
$99.6M
Net Calls
-$33.9M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$742M -$2.36M -30,832 -0.3%
Primecap Management
2
Primecap Management
California
$625M +$306K +4,000 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$438M -$40.5M -530,479 -9%
BFA
4
BlackRock Fund Advisors
California
$377M -$4.49M -58,847 -1%
PCM
5
PAR Capital Management
Massachusetts
$362M
BIT
6
BlackRock Institutional Trust
California
$280M +$6.4M +83,797 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$267M +$185M +2,422,699 +259%
Franklin Resources
8
Franklin Resources
California
$255M -$145K -1,900 -0.1%
State Street
9
State Street
Massachusetts
$254M -$7.64M -100,000 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$231M +$512K +6,698 +0.2%
AL
11
AJO LP
Pennsylvania
$229M -$31.6M -414,079 -13%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$187M -$46M -601,992 -20%
JIR
13
James Investment Research
Ohio
$141M +$429K +5,619 +0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$140M -$4.05M -52,985 -3%
Goldman Sachs
15
Goldman Sachs
New York
$134M +$21.8M +285,410 +20%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$131M -$20.2M -264,444 -14%
American Century Companies
17
American Century Companies
Missouri
$125M +$28.5M +373,147 +31%
AQR Capital Management
18
AQR Capital Management
Connecticut
$119M -$1.09M -14,208 -0.9%
Ameriprise
19
Ameriprise
Minnesota
$97.3M -$13.6M -177,807 -13%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$96.9M -$471K -6,165 -0.5%
TCIM
21
TIAA CREF Investment Management
New York
$94.7M +$581K +7,608 +0.6%
Allianz Asset Management
22
Allianz Asset Management
Germany
$93.8M +$3.93M +51,423 +5%
JP Morgan Chase
23
JP Morgan Chase
New York
$92.7M -$10.4M -136,328 -10%
ACM
24
Altimeter Capital Management
Massachusetts
$89.6M
Northern Trust
25
Northern Trust
Illinois
$88.2M -$255K -3,344 -0.3%

ALK Hedge Fund Activity: Q3 2015 in Review

430 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2015, worth a combined $8.91B — up 24% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new ALK positions and 48 closed out — a net gain of 15 holders — while 149 added to existing stakes and 177 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was Acadian Asset Management, cutting an estimated $46M.

  • 430 institutional investors held Alaska Air (ALK) as of Q3 2015, up from 416 in Q2 2015.
  • Funds reported $8.91B of Alaska Air stock for Q3 2015, up 24% quarter-over-quarter.
  • 63 funds opened new Alaska Air positions in Q3 2015 and 48 closed out, a net change of +15 holders.
  • The largest Alaska Air buyer in Q3 2015 was T. Rowe Price Associates, an estimated $185M added.
  • The largest Alaska Air seller in Q3 2015 was Acadian Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2015.