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Alaska Air

456 hedge funds and large institutions have $9.27B invested in Alaska Air in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 42

17% more call options, than puts

Call options by funds: $115M | Put options by funds: $97.6M

6% more funds holding

Funds holding: 430456 (+26)

1.65% more ownership

Funds ownership: 88.54%90.18% (+1.6%)

4% more capital invested

Capital invested by funds: $8.91B → $9.27B (+$358M)

4% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
456
Holders Change
+26
Holders Change %
+6.05%
% of All Funds
11.96%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
71
Increased
163
Reduced
170
Closed
42
Calls
$115M
Puts
$97.6M
Net Calls
+$16.9M
Net Calls Change
+$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$750M -$2.36M -29,781 -0.3%
Primecap Management
2
Primecap Management
California
$607M -$25.7M -324,500 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$467M +$194M +2,444,719 +73%
BFA
4
BlackRock Fund Advisors
California
$391M +$8.75M +110,496 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$386M -$56.6M -715,221 -13%
PCM
6
PAR Capital Management
Massachusetts
$367M
BIT
7
BlackRock Institutional Trust
California
$289M +$4.98M +62,834 +2%
ACM
8
Americafirst Capital Management
California
$282M +$278K +3,505 New
Franklin Resources
9
Franklin Resources
California
$258M -$47.5K -600 -0%
State Street
10
State Street
Massachusetts
$258M +$1M +12,681 +0.4%
AL
11
AJO LP
Pennsylvania
$235M +$3.37M +42,568 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$215M -$19.4M -245,104 -8%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$185M -$4.58M -57,826 -2%
JIR
14
James Investment Research
Ohio
$144M +$812K +10,248 +0.6%
American Century Companies
15
American Century Companies
Missouri
$139M +$13M +163,713 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134M -$7.63M -96,279 -5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$127M -$6.25M -78,856 -5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$104M -$16.3M -205,173 -14%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$103M +$98.6M +1,245,274 +3,208%
TCIM
20
TIAA CREF Investment Management
New York
$103M +$6.74M +85,057 +7%
Allianz Asset Management
21
Allianz Asset Management
Germany
$101M +$5.14M +64,904 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$99.6M +$52.4M +661,067 +115%
Goldman Sachs
23
Goldman Sachs
New York
$92M -$43.2M -545,493 -32%
ACM
24
Altimeter Capital Management
Massachusetts
$90.8M
Morgan Stanley
25
Morgan Stanley
New York
$90.7M +$4.27M +53,871 +5%

ALK Hedge Fund Activity: Q4 2015 in Review

456 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q4 2015, worth a combined $9.27B — up 4% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ALK positions and 42 closed out — a net gain of 29 holders — while 163 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $194M. The largest seller was Impala Asset Management, exiting entirely with an estimated $58.7M sold.

  • 456 institutional investors held Alaska Air (ALK) as of Q4 2015, up from 430 in Q3 2015.
  • Funds reported $9.27B of Alaska Air stock for Q4 2015, up 4% quarter-over-quarter.
  • 71 funds opened new Alaska Air positions in Q4 2015 and 42 closed out, a net change of +29 holders.
  • The largest Alaska Air buyer in Q4 2015 was T. Rowe Price Associates, an estimated $194M added.
  • The largest Alaska Air seller in Q4 2015 was Impala Asset Management, an estimated $58.7M sold.

Based on aggregated 13F filings for Q4 2015.