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Alaska Air

522 hedge funds and large institutions have $8.34B invested in Alaska Air in 2017 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 156 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 156

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

0.51% more ownership

Funds ownership: 88.03%88.54% (+0.51%)

0% less funds holding

Funds holding: 524522 (-2)

5% less call options, than puts

Call options by funds: $104M | Put options by funds: $110M

15% less capital invested

Capital invested by funds: $9.76B → $8.34B (-$1.42B)

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

Holders
522
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.01%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.1%
New
71
Increased
223
Reduced
156
Closed
69
Calls
$104M
Puts
$110M
Net Calls
-$5.58M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$912M +$10.8M +131,650 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$844M -$30.7M -375,626 -3%
BlackRock
3
BlackRock
New York
$510M -$6.92M -84,579 -1%
Primecap Management
4
Primecap Management
California
$461M
ECU
5
Egerton Capital (UK)
United Kingdom
$341M +$125M +1,524,149 +52%
State Street
6
State Street
Massachusetts
$328M -$6.99M -85,461 -2%
Franklin Resources
7
Franklin Resources
California
$257M +$1.43M +17,435 +0.5%
PCM
8
PAR Capital Management
Massachusetts
$191M
Wellington Management Group
9
Wellington Management Group
Massachusetts
$187M -$184K -2,253 -0.1%
Principal Financial Group
10
Principal Financial Group
Iowa
$115M +$22.9M +280,075 +23%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$109M +$35.9M +439,268 +45%
Ameriprise
12
Ameriprise
Minnesota
$108M -$6.16M -75,395 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$102M -$71.1M -869,147 -39%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$101M +$5.27M +64,396 +5%
ClearBridge Investments
15
ClearBridge Investments
New York
$99.7M +$4.44M +54,352 +4%
Northern Trust
16
Northern Trust
Illinois
$98.4M +$5.81M +71,012 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$96.3M +$3.18M +38,870 +3%
LSV Asset Management
18
LSV Asset Management
Illinois
$87M +$654K +8,000 +0.7%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$86.5M +$14.2M +173,378 +18%
TSW
20
Thompson Siegel & Walmsley
Virginia
$80.9M +$11.6M +141,434 +15%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$79.5M -$27.9M -341,815 -25%
Morgan Stanley
22
Morgan Stanley
New York
$78.8M +$14M +170,642 +20%
Invesco
23
Invesco
Georgia
$77M +$1.05M +12,842 +1%
Millennium Management
24
Millennium Management
New York
$66.2M +$34.8M +425,459 +96%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$65.8M -$14.7M -180,065 -17%

ALK Hedge Fund Activity: Q3 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2017, worth a combined $8.34B — down 15% from $9.76B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ALK positions and 69 closed out — a net gain of 2 holders — while 223 added to existing stakes and 156 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $125M. The largest seller was Altimeter Capital Management, cutting an estimated $73.8M.

  • 522 institutional investors held Alaska Air (ALK) as of Q3 2017, down from 524 in Q2 2017.
  • Funds reported $8.34B of Alaska Air stock for Q3 2017, down 15% quarter-over-quarter.
  • 71 funds opened new Alaska Air positions in Q3 2017 and 69 closed out, a net change of +2 holders.
  • The largest Alaska Air buyer in Q3 2017 was Egerton Capital (UK), an estimated $125M added.
  • The largest Alaska Air seller in Q3 2017 was Altimeter Capital Management, an estimated $73.8M sold.

Based on aggregated 13F filings for Q3 2017.