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Alaska Air

492 hedge funds and large institutions have $6.63B invested in Alaska Air in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 190 increasing their positions, 161 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 161

2.41% more ownership

Funds ownership: 86.86%89.26% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $6.65B → $6.63B (-$23.1M)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

1% less funds holding

Funds holding: 498492 (-6)

17% less call options, than puts

Call options by funds: $108M | Put options by funds: $130M

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
11.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
190
Reduced
161
Closed
71
Calls
$108M
Puts
$130M
Net Calls
-$21.8M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$740M +$8.62M +139,283 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$561M +$78.7M +1,271,262 +16%
Bank of America
3
Bank of America
North Carolina
$509M +$65.6M +1,060,230 +14%
BlackRock
4
BlackRock
New York
$413M -$1.63M -26,244 -0.4%
Primecap Management
5
Primecap Management
California
$362M
State Street
6
State Street
Massachusetts
$249M +$5.49M +88,594 +2%
Franklin Resources
7
Franklin Resources
California
$194M +$311K +5,022 +0.2%
PCM
8
PAR Capital Management
Massachusetts
$151M
Principal Financial Group
9
Principal Financial Group
Iowa
$144M +$6.04M +97,546 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$107M +$19.8M +319,831 +22%
O
11
OppenheimerFunds
New York
$104M -$4.68M -75,565 -4%
TSW
12
Thompson Siegel & Walmsley
Virginia
$104M +$22.8M +367,895 +27%
AllianceBernstein
13
AllianceBernstein
Tennessee
$104M +$58.6M +947,142 +123%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$102M +$8.81M +142,225 +9%
ClearBridge Investments
15
ClearBridge Investments
New York
$85M +$84.8K +1,369 +0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80M -$374K -6,034 -0.5%
WCM
17
Wedge Capital Management
North Carolina
$79.2M -$1.51M -24,349 -2%
Morgan Stanley
18
Morgan Stanley
New York
$78.8M -$22.6M -364,517 -22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$73.1M +$5.29M +85,461 +8%
Northern Trust
20
Northern Trust
Illinois
$72.7M -$480K -7,759 -0.6%
LSV Asset Management
21
LSV Asset Management
Illinois
$68.3M +$960K +15,500 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$67.7M +$41.6M +672,573 +150%
American Century Companies
23
American Century Companies
Missouri
$61.7M +$12.9M +207,649 +26%
Invesco
24
Invesco
Georgia
$58.3M +$35.9M +580,044 +150%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$58M +$42.4M +685,374 +249%

ALK Hedge Fund Activity: Q2 2018 in Review

492 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q2 2018, worth a combined $6.63B — down 0.35% from $6.65B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of ALK and 70 opened new positions — a net loss of 1 holder — while 161 trimmed existing stakes and 190 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $78.7M. The largest seller was Wellington Management Group, cutting an estimated $84.9M.

  • 492 institutional investors held Alaska Air (ALK) as of Q2 2018, down from 498 in Q1 2018.
  • Funds reported $6.63B of Alaska Air stock for Q2 2018, down 0.35% quarter-over-quarter.
  • 70 funds opened new Alaska Air positions in Q2 2018 and 71 closed out, a net change of -1 holder.
  • The largest Alaska Air buyer in Q2 2018 was T. Rowe Price Associates, an estimated $78.7M added.
  • The largest Alaska Air seller in Q2 2018 was Wellington Management Group, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2018.