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Alaska Air

456 hedge funds and large institutions have $9.19B invested in Alaska Air in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $73M | Put options by funds: $54.8M

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

0.81% more ownership

Funds ownership: 90.18%91% (+0.81%)

0% more funds holding

Funds holding: 456456 (0)

1% less capital invested

Capital invested by funds: $9.27B → $9.19B (-$78.1M)

10% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 183

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
456
Holders Change
Holders Change %
0%
% of All Funds
12.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
61
Increased
164
Reduced
183
Closed
58
Calls
$73M
Puts
$54.8M
Net Calls
+$18.2M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$781M +$15.2M +205,431 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$758M +$255M +3,446,405 +59%
Primecap Management
3
Primecap Management
California
$618M
BFA
4
BlackRock Fund Advisors
California
$382M -$15.3M -206,852 -4%
PCM
5
PAR Capital Management
Massachusetts
$373M
Renaissance Technologies
6
Renaissance Technologies
New York
$330M -$57.6M -779,000 -16%
BIT
7
BlackRock Institutional Trust
California
$285M -$8.17M -110,548 -3%
State Street
8
State Street
Massachusetts
$267M +$3.5M +47,389 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$266M +$42.9M +580,717 +22%
Franklin Resources
10
Franklin Resources
California
$263M +$18.1K +245 +0%
AL
11
AJO LP
Pennsylvania
$246M +$5.62M +76,044 +3%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$166M -$20.3M -274,731 -12%
JIR
13
James Investment Research
Ohio
$147M +$555K +7,513 +0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$147M +$8.8M +119,050 +7%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$145M +$35.9M +485,864 +38%
American Century Companies
16
American Century Companies
Missouri
$131M -$10.4M -140,739 -8%
TCIM
17
TIAA CREF Investment Management
New York
$115M +$9.41M +127,365 +10%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$110M +$7.68M +103,968 +8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$109M -$17.7M -239,455 -15%
LSV Asset Management
20
LSV Asset Management
Illinois
$103M +$27.1M +366,357 +41%
Allianz Asset Management
21
Allianz Asset Management
Germany
$98.6M -$3.17M -42,929 -3%
Northern Trust
22
Northern Trust
Illinois
$92.3M +$4.88M +66,088 +6%
Ameriprise
23
Ameriprise
Minnesota
$86.3M +$1.8M +24,326 +2%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$83.2M -$94.7M -1,281,303 -56%
ClearBridge Investments
25
ClearBridge Investments
New York
$82M -$3.32M -44,867 -4%

ALK Hedge Fund Activity: Q1 2016 in Review

456 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q1 2016, worth a combined $9.19B — down 0.84% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ALK positions and 58 closed out — a net gain of 3 holders — while 164 added to existing stakes and 183 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $255M. The largest seller was Ninety One (UK), cutting an estimated $94.7M.

  • 456 institutional investors held Alaska Air (ALK) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $9.19B of Alaska Air stock for Q1 2016, down 0.84% quarter-over-quarter.
  • 61 funds opened new Alaska Air positions in Q1 2016 and 58 closed out, a net change of +3 holders.
  • The largest Alaska Air buyer in Q1 2016 was T. Rowe Price Associates, an estimated $255M added.
  • The largest Alaska Air seller in Q1 2016 was Ninety One (UK), an estimated $94.7M sold.

Based on aggregated 13F filings for Q1 2016.