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Alaska Air

533 hedge funds and large institutions have $5.51B invested in Alaska Air in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $172M | Put options by funds: $97.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

28% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 160

3% more funds holding

Funds holding: 517533 (+16)

0.66% less ownership

Funds ownership: 75.96%75.3% (-0.66%)

3% less capital invested

Capital invested by funds: $5.69B → $5.51B (-$185M)

Holders
533
Holders Change
+16
Holders Change %
+3.09%
% of All Funds
9.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
205
Reduced
160
Closed
55
Calls
$172M
Puts
$97.9M
Net Calls
+$74M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$800M +$29.3M +507,842 +4%
BlackRock
2
BlackRock
New York
$463M -$27M -468,219 -6%
Victory Capital Management
3
Victory Capital Management
Texas
$331M +$6.36M +110,377 +2%
Primecap Management
4
Primecap Management
California
$295M -$1.46M -25,280 -0.5%
State Street
5
State Street
Massachusetts
$240M -$1.02M -17,775 -0.4%
Boston Partners
6
Boston Partners
Massachusetts
$177M +$1.15M +19,925 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$147M +$20.2M +350,865 +16%
USGIU
8
U.S. Global Investors (USGI)
Texas
$110M +$5.28M +91,703 +5%
Invesco
9
Invesco
Georgia
$105M +$4.75M +82,512 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$95.7M +$9.71M +168,522 +12%
PCM
11
PAR Capital Management
Massachusetts
$94.2M -$16.9M -292,400 -15%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$94.1M -$1.23M -21,387 -1%
Millennium Management
13
Millennium Management
New York
$89.4M +$72.8M +1,263,079 +482%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$87M +$1.25M +21,605 +1%
Citadel Advisors
15
Citadel Advisors
Florida
$76.6M +$31.6M +548,191 +72%
Morgan Stanley
16
Morgan Stanley
New York
$67.6M -$611K -10,600 -0.9%
AAM
17
Ardevora Asset Management
United Kingdom
$66.8M +$13M +225,000 +25%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$60M +$11.4M +198,444 +24%
Charles Schwab
19
Charles Schwab
California
$58.8M +$1.93M +33,529 +3%
Northern Trust
20
Northern Trust
Illinois
$57.9M -$3.75M -65,043 -6%
Holocene Advisors
21
Holocene Advisors
New York
$54.5M +$53.6M +929,350 New
Amundi
22
Amundi
France
$53.5M +$29.2M +506,591 +125%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$53.4M -$2.33M -40,430 -4%
RAM
24
RWC Asset Management
United Kingdom
$49.2M
PPA
25
Parametric Portfolio Associates
Washington
$48.8M -$719K -12,472 -1%

ALK Hedge Fund Activity: Q3 2021 in Review

533 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Alaska Air (ALK) for Q3 2021, worth a combined $5.51B — down 3.2% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ALK positions and 55 closed out — a net gain of 21 holders — while 205 added to existing stakes and 160 trimmed.

The largest buyer was Millennium Management, adding an estimated $72.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $373M.

  • 533 institutional investors held Alaska Air (ALK) as of Q3 2021, up from 517 in Q2 2021.
  • Funds reported $5.51B of Alaska Air stock for Q3 2021, down 3.2% quarter-over-quarter.
  • 76 funds opened new Alaska Air positions in Q3 2021 and 55 closed out, a net change of +21 holders.
  • The largest Alaska Air buyer in Q3 2021 was Millennium Management, an estimated $72.8M added.
  • The largest Alaska Air seller in Q3 2021 was T. Rowe Price Associates, an estimated $373M sold.

Based on aggregated 13F filings for Q3 2021.