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Alaska Air

507 hedge funds and large institutions have $7.94B invested in Alaska Air in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 187 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 53

20% more capital invested

Capital invested by funds: $6.63B → $7.94B (+$1.31B)

11% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 169

4.28% more ownership

Funds ownership: 89.26%93.55% (+4.3%)

3% more funds holding

Funds holding: 492507 (+15)

22% less call options, than puts

Call options by funds: $106M | Put options by funds: $136M

Holders
507
Holders Change
+15
Holders Change %
+3.05%
% of All Funds
11.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
72
Increased
187
Reduced
169
Closed
53
Calls
$106M
Puts
$136M
Net Calls
-$30.2M
Net Calls Change
-$8.34M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$881M +$227M +3,501,926 +38%
Vanguard Group
2
Vanguard Group
Pennsylvania
$852M +$8.49M +130,958 +1%
Bank of America
3
Bank of America
North Carolina
$575M -$5.49M -84,699 -1%
BlackRock
4
BlackRock
New York
$476M +$5.33M +82,310 +1%
Primecap Management
5
Primecap Management
California
$415M +$1.51M +23,300 +0.4%
State Street
6
State Street
Massachusetts
$286M +$1.61M +24,901 +0.6%
Franklin Resources
7
Franklin Resources
California
$222M +$681K +10,502 +0.3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$178M +$56.3M +869,058 +51%
PCM
9
PAR Capital Management
Massachusetts
$172M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$164M +$39.2M +604,218 +34%
Principal Financial Group
11
Principal Financial Group
Iowa
$158M -$6.51M -100,424 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$116M +$180K +2,773 +0.2%
TSW
13
Thompson Siegel & Walmsley
Virginia
$108M -$9.58M -147,864 -9%
Goldman Sachs
14
Goldman Sachs
New York
$102M +$39.3M +605,999 +69%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$99.1M +$31M +478,064 +50%
AII
16
AGF Investments Inc
Ontario, Canada
$95.2M +$35.6M +549,312 +66%
O
17
OppenheimerFunds
New York
$95M -$22.4M -346,114 -20%
ClearBridge Investments
18
ClearBridge Investments
New York
$94.1M -$2.66M -41,053 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$91.6M +$350K +5,394 +0.4%
Morgan Stanley
20
Morgan Stanley
New York
$91.6M +$1.65M +25,474 +2%
WCM
21
Wedge Capital Management
North Carolina
$86.4M -$3.69M -56,995 -4%
Northern Trust
22
Northern Trust
Illinois
$79M -$3.59M -55,452 -5%
LSV Asset Management
23
LSV Asset Management
Illinois
$77.9M -$19.4K -300 -0%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$75.9M -$6.97M -107,529 -9%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$75.7M +$39.2M +605,047 +122%

ALK Hedge Fund Activity: Q3 2018 in Review

507 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2018, worth a combined $7.94B — up 20% from $6.63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ALK positions and 53 closed out — a net gain of 19 holders — while 187 added to existing stakes and 169 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $227M. The largest seller was Citadel Advisors, cutting an estimated $71.2M.

  • 507 institutional investors held Alaska Air (ALK) as of Q3 2018, up from 492 in Q2 2018.
  • Funds reported $7.94B of Alaska Air stock for Q3 2018, up 20% quarter-over-quarter.
  • 72 funds opened new Alaska Air positions in Q3 2018 and 53 closed out, a net change of +19 holders.
  • The largest Alaska Air buyer in Q3 2018 was T. Rowe Price Associates, an estimated $227M added.
  • The largest Alaska Air seller in Q3 2018 was Citadel Advisors, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2018.