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AZUL

Azul

Delisted

AZUL was delisted on the 27th of May, 2025.

94 hedge funds and large institutions have $1.81B invested in Azul in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.56B → $1.81B (+$247M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.41% less ownership

Funds ownership: 13.24%12.83% (-0.41%)

5% less funds holding

Funds holding: 9994 (-5)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

34% less call options, than puts

Call options by funds: $2.51M | Put options by funds: $3.83M

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
1.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
28
Reduced
38
Closed
23
Calls
$2.51M
Puts
$3.83M
Net Calls
-$1.32M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$274M -$16.6M -430,910 -6%
Capital Research Global Investors
2
Capital Research Global Investors
California
$184M -$91.8M -2,385,201 -36%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$171M +$13.7M +357,089 +10%
GGHC
4
Gilder Gagnon Howe & Co
New York
$147M -$2.07M -53,829 -2%
Federated Hermes
5
Federated Hermes
Pennsylvania
$122M -$8.62M -224,000 -7%
Victory Capital Management
6
Victory Capital Management
Texas
$94.2M +$19.9M +516,140 +31%
Morgan Stanley
7
Morgan Stanley
New York
$76.5M +$52M +1,352,281 +311%
BAMCO Inc
8
BAMCO Inc
New York
$54.1M +$7.61M +197,787 +19%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$51.7M +$1.35M +35,132 +3%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$49.6M -$76.8K -1,996 -0.2%
FCM
11
Frontier Capital Management
Massachusetts
$47M +$424K +11,020 +1%
OCM
12
Oaktree Capital Management
California
$46.8M +$2.2M +57,200 +6%
ZDA
13
Zweig-DiMenna Associates
New York
$45.2M -$1.08M -27,985 -3%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$44.5M +$3.68M +95,509 +10%
Boston Partners
15
Boston Partners
Massachusetts
$32.5M -$12.2M -317,566 -29%
DCM
16
Driehaus Capital Management
Illinois
$31.2M +$27.4M +711,520 +4,236%
CCM
17
Contrarian Capital Management
Connecticut
$29.2M +$4.65M +120,726 +21%
HRCM
18
Hood River Capital Management
Florida
$29.2M +$4.46M +115,841 +20%
TCP
19
ThornTree Capital Partners
Massachusetts
$27.7M +$5.96M +154,900 +32%
Lazard Asset Management
20
Lazard Asset Management
New York
$26.6M +$716K +18,589 +3%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$23.4M -$9.29M -241,281 -31%
TIM
22
Thornburg Investment Management
New Mexico
$18.3M -$2.44M -63,375 -13%
CG
23
Compass Group
New York
$17.8M +$7.04M +183,000 +79%
DSA
24
Davis Selected Advisers
Arizona
$16.5M +$89.6K +2,328 +0.6%
Capital International Investors
25
Capital International Investors
California
$15M

AZUL Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Azul (AZUL) for Q4 2019, worth a combined $1.81B — up 16% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AZUL and 19 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 28 added.

The largest buyer was Morgan Stanley, adding an estimated $52M. The largest seller was Capital Research Global Investors, cutting an estimated $91.8M.

  • 94 institutional investors held Azul (AZUL) as of Q4 2019, down from 99 in Q3 2019.
  • Funds reported $1.81B of Azul stock for Q4 2019, up 16% quarter-over-quarter.
  • 19 funds opened new Azul positions in Q4 2019 and 23 closed out, a net change of -4 holders.
  • The largest Azul buyer in Q4 2019 was Morgan Stanley, an estimated $52M added.
  • The largest Azul seller in Q4 2019 was Capital Research Global Investors, an estimated $91.8M sold.

Based on aggregated 13F filings for Q4 2019.