We are live on ! Find out more
ALK icon

Alaska Air

530 hedge funds and large institutions have $6.67B invested in Alaska Air in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 154 increasing their positions, 181 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 72

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more capital invested

Capital invested by funds: $5.02B → $6.67B (+$1.65B)

30% more call options, than puts

Call options by funds: $103M | Put options by funds: $79M

7% more funds holding

Funds holding: 495530 (+35)

0.56% less ownership

Funds ownership: 78.08%77.53% (-0.56%)

15% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 181

Holders
530
Holders Change
+35
Holders Change %
+7.07%
% of All Funds
9.31%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
111
Increased
154
Reduced
181
Closed
72
Calls
$103M
Puts
$79M
Net Calls
+$24M
Net Calls Change
-$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$893M +$15.7M +260,977 +2%
BlackRock
2
BlackRock
New York
$561M -$68.6M -1,141,781 -12%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$532M -$89M -1,481,271 -16%
Victory Capital Management
4
Victory Capital Management
Texas
$357M +$117M +1,941,436 +60%
Primecap Management
5
Primecap Management
California
$354M -$3.13M -52,100 -1%
State Street
6
State Street
Massachusetts
$291M +$7.09M +117,915 +3%
Boston Partners
7
Boston Partners
Massachusetts
$199M +$13.3M +221,416 +8%
USGIU
8
U.S. Global Investors (USGI)
Texas
$167M +$2.47M +41,114 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$147M -$605K -10,058 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$144M -$26.6M -443,055 -18%
PCM
11
PAR Capital Management
Massachusetts
$139M -$48.3M -803,933 -29%
AllianceBernstein
12
AllianceBernstein
Tennessee
$125M -$3.92M -65,189 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$100M +$75.4M +1,254,099 +634%
Invesco
14
Invesco
Georgia
$98.9M -$4.81M -80,068 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$93.5M -$277K -4,604 -0.3%
MWA
16
Marshall Wace Asia
Hong Kong
$92M +$79.9M +1,329,379 New
Artisan Partners
17
Artisan Partners
Wisconsin
$83.1M +$72.2M +1,200,640 New
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$81.6M +$3M +49,899 +4%
Northern Trust
19
Northern Trust
Illinois
$74.9M -$2.26M -37,548 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$72.9M -$11.2M -186,786 -15%
MCM
21
Melvin Capital Management
New York
$71.5M +$62.1M +1,033,000 New
Charles Schwab
22
Charles Schwab
California
$66.2M +$1.07M +17,741 +2%
Ameriprise
23
Ameriprise
Minnesota
$65.3M +$748K +12,449 +1%
RAM
24
RWC Asset Management
United Kingdom
$58.2M +$23.5M +390,323 +87%
PPA
25
Parametric Portfolio Associates
Washington
$58.1M -$1.66M -27,542 -3%

ALK Hedge Fund Activity: Q1 2021 in Review

530 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q1 2021, worth a combined $6.67B — up 33% from $5.02B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALK positions and 72 closed out — a net gain of 39 holders — while 154 added to existing stakes and 181 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $89M.

  • 530 institutional investors held Alaska Air (ALK) as of Q1 2021, up from 495 in Q4 2020.
  • Funds reported $6.67B of Alaska Air stock for Q1 2021, up 33% quarter-over-quarter.
  • 111 funds opened new Alaska Air positions in Q1 2021 and 72 closed out, a net change of +39 holders.
  • The largest Alaska Air buyer in Q1 2021 was Victory Capital Management, an estimated $117M added.
  • The largest Alaska Air seller in Q1 2021 was T. Rowe Price Associates, an estimated $89M sold.

Based on aggregated 13F filings for Q1 2021.