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Alaska Air

486 hedge funds and large institutions have $6.42B invested in Alaska Air in 2016 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 165 increasing their positions, 180 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 74

7% more funds holding

Funds holding: 456486 (+30)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 180

1.72% less ownership

Funds ownership: 91%89.28% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less capital invested

Capital invested by funds: $9.19B → $6.42B (-$2.77B)

53% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $64.2M

Holders
486
Holders Change
+30
Holders Change %
+6.58%
% of All Funds
12.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
107
Increased
165
Reduced
180
Closed
74
Calls
$30.1M
Puts
$64.2M
Net Calls
-$34.1M
Net Calls Change
-$52.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$680M +$148M +2,146,350 +23%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$567M +$33.4M +483,293 +5%
Primecap Management
3
Primecap Management
California
$439M
PCM
4
PAR Capital Management
Massachusetts
$265M
State Street
5
State Street
Massachusetts
$230M +$48.1M +695,892 +21%
Franklin Resources
6
Franklin Resources
California
$187M -$639K -9,255 -0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$184M -$59.7M -863,600 -21%
BIT
8
BlackRock Institutional Trust
California
$178M -$29.5M -426,653 -12%
AL
9
AJO LP
Pennsylvania
$171M -$4.7M -68,088 -2%
BFA
10
BlackRock Fund Advisors
California
$128M -$169M -2,448,650 -53%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$113M +$11.1M +161,119 +9%
Citadel Advisors
12
Citadel Advisors
Florida
$79.4M +$89M +1,289,007 +1,743%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79M -$29.9M -433,494 -24%
Northern Trust
14
Northern Trust
Illinois
$78.4M +$14.9M +215,471 +19%
TCIM
15
TIAA CREF Investment Management
New York
$77.6M -$5.13M -74,198 -5%
Goldman Sachs
16
Goldman Sachs
New York
$77.4M +$37.8M +547,620 +70%
LSV Asset Management
17
LSV Asset Management
Illinois
$73.5M +$552K +7,990 +0.6%
Millennium Management
18
Millennium Management
New York
$72.4M +$85.8M +1,242,368 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$71.4M -$7.52M -108,904 -8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$71.2M +$1.35M +19,581 +2%
Morgan Stanley
21
Morgan Stanley
New York
$66.2M +$15M +216,667 +24%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$61.7M +$16.6M +240,828 +29%
ClearBridge Investments
23
ClearBridge Investments
New York
$60.8M +$3.05M +44,124 +4%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$58.8M -$437K -6,329 -0.6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$56.6M -$157M -2,274,948 -70%

ALK Hedge Fund Activity: Q2 2016 in Review

486 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q2 2016, worth a combined $6.42B — down 30% from $9.19B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ALK positions and 74 closed out — a net gain of 33 holders — while 165 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $148M. The largest seller was BlackRock Fund Advisors, cutting an estimated $169M.

  • 486 institutional investors held Alaska Air (ALK) as of Q2 2016, up from 456 in Q1 2016.
  • Funds reported $6.42B of Alaska Air stock for Q2 2016, down 30% quarter-over-quarter.
  • 107 funds opened new Alaska Air positions in Q2 2016 and 74 closed out, a net change of +33 holders.
  • The largest Alaska Air buyer in Q2 2016 was Vanguard Group, an estimated $148M added.
  • The largest Alaska Air seller in Q2 2016 was BlackRock Fund Advisors, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2016.