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FTAI Aviation
FTAI

242 hedge funds and large institutions have $4.28B invested in FTAI Aviation in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 83 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

51% more call options, than puts

Call options by funds: $80.4M | Put options by funds: $53.4M

31% more capital invested

Capital invested by funds: $3.26B → $4.28B (+$1.02B)

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

8% more funds holding

Funds holding: 225 → 242 (+17)

0.03% more ownership

Funds ownership: 91.94% → 91.96% (+0.03%)

12% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 83

Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.53%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.34%
New
45
Increased
73
Reduced
83
Closed
23
Calls
$80.4M
Puts
$53.4M
Net Calls
+$27M
Net Calls Change
+$7.38M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$85.7M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$54.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.9M
4
BlackRock
BlackRock
New York
+$21.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$21.6M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$67.6M
2
Ameriprise
Ameriprise
Minnesota
-$45M
3
OCM
Oaktree Capital Management
California
-$25.7M
4
FCM
Frontier Capital Management
Massachusetts
-$21.5M
5
ECP
Empyrean Capital Partners
California
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$11.6K +$9.98K +250 New
NF
227
Norwood Financial
Pennsylvania
$9.28K -$3.99K -100 -33%
IWP
228
IAG Wealth Partners
Wisconsin
$9.28K – – –
TWC
229
TD Waterhouse Canada
Ontario, Canada
$8.02K – – –
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$7.12K – – –
AT
231
Avalon Trust
New Mexico
$6.96K – – –
PS
232
Principal Securities
Iowa
$5.38K +$4.63K +116 New
NS
233
NBC Securities
Alabama
$5K +$4.71K +118 New
LFG
234
Larson Financial Group
Missouri
$2.23K +$1.92K +48 New
PA
235
Parallel Advisors
California
$1.14K +$40 +1 +4%
GI
236
GAMMA Investing
California
$1.02K +$758 +19 New
BIA
237
Bell Investment Advisors
California
$557 -$120 -3 -20%
FFA
238
Farther Finance Advisors
California
$232 +$200 +5 New
IHWM
239
Iron Horse Wealth Management
Iowa
$186 – – –
HNB
240
Huntington National Bank
Ohio
$18 – – –
ECP
241
Empyrean Capital Partners
California
– -$21.3M -600,000 Closed
PCM
242
Peregrine Capital Management
Minnesota
– -$9.18M -258,114 Closed
EI
243
EAM Investors
California
– -$3.63M -102,027 Closed
AWAM
244
Appian Way Asset Management
New York
– -$3.32M -93,305 Closed
EF
245
Empowered Funds
Pennsylvania
– -$3M -84,345 Closed
AG
246
Arctis Global
Puerto Rico
– -$2.34M -65,704 Closed
TI
247
Trexquant Investment
Connecticut
– -$995K -27,996 Closed
CCS
248
Concentric Capital Strategies
Connecticut
– -$720K -20,253 Closed
MAM
249
Meeder Asset Management
Ohio
– -$650K -18,288 Closed
CCG
250
Capital CS Group
California
– -$409K -11,499 Closed
7 8 9
10
11

FTAI Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FTAI Aviation (FTAI) for Q4 2023, worth a combined $4.28B — up 31% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FTAI positions and 23 closed out — a net gain of 22 holders — while 73 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.7M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $67.6M.

  • 242 institutional investors held FTAI Aviation (FTAI) as of Q4 2023, up from 225 in Q3 2023.
  • Funds reported $4.28B of FTAI Aviation stock for Q4 2023, up 31% quarter-over-quarter.
  • 45 funds opened new FTAI Aviation positions in Q4 2023 and 23 closed out, a net change of +22 holders.
  • The largest FTAI Aviation buyer in Q4 2023 was Morgan Stanley, an estimated $85.7M added.
  • The largest FTAI Aviation seller in Q4 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $67.6M sold.

Based on aggregated 13F filings for Q4 2023.