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VLRS

Controladora Vuela Compania de Aviacion

70 hedge funds and large institutions have $534M invested in Controladora Vuela Compania de Aviacion in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.03% less ownership

Funds ownership: 19.45%19.41% (-0.03%)

13% less funds holding

Funds holding: 8070 (-10)

19% less capital invested

Capital invested by funds: $659M → $534M (-$125M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

85% less call options, than puts

Call options by funds: $150K | Put options by funds: $983K

Holders
70
Holders Change
-10
Holders Change %
-12.5%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
12
Increased
20
Reduced
19
Closed
22
Calls
$150K
Puts
$983K
Net Calls
-$833K
Net Calls Change
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
ILM
1
Indigo Latam Management
Arizona
$165M
II
2
INCA Investments
Florida
$71.9M +$14.8M +1,103,414 +22%
DCM
3
Discovery Capital Management
Connecticut
$41.2M -$1.13M -84,200 -2%
Morgan Stanley
4
Morgan Stanley
New York
$40.8M -$13.7K -1,019 -0%
FCM
5
Frontier Capital Management
Massachusetts
$31M -$427K -31,879 -1%
HCM
6
Hodges Capital Management
Texas
$28.1M -$5.06M -377,680 -14%
Ameriprise
7
Ameriprise
Minnesota
$16.8M +$44.6K +3,327 +0.2%
TCA
8
Teewinot Capital Advisers
New York
$14.5M +$1.96M +146,053 +14%
RG
9
Renaissance Group
Kentucky
$12.8M +$1.34M +99,834 +10%
TM
10
Tiger Management
New York
$12.5M +$845K +63,000 +6%
TIM
11
Thornburg Investment Management
New Mexico
$10.2M -$3.5M -261,254 -23%
Deutsche Bank
12
Deutsche Bank
Germany
$9.61M -$1.23M -91,507 -10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.52M -$1.55M -115,975 -13%
Harris Associates
14
Harris Associates
Illinois
$9.46M +$10.7M +796,811 New
Wells Fargo
15
Wells Fargo
California
$7.89M +$794K +59,229 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$7.25M -$14.7K -1,095 -0.2%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$6.04M +$6.82M +508,723 New
CS
18
Credit Suisse
Switzerland
$5.91M
Bank of America
19
Bank of America
North Carolina
$4.97M +$948K +70,691 +20%
DAM
20
Deltec Asset Management
New York
$3.73M -$257K -19,200 -6%
Boston Partners
21
Boston Partners
Massachusetts
$2.45M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.43M +$77.4K +5,773 +3%
UCFA
23
United Capital Financial Advisors
Texas
$2.42M +$55.6K +4,147 +2%
Primecap Management
24
Primecap Management
California
$1.69M
BCM
25
Baltimore Capital Management
Maryland
$1.6M -$444K -33,150 -20%

VLRS Hedge Fund Activity: Q3 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Controladora Vuela Compania de Aviacion (VLRS) for Q3 2017, worth a combined $534M — down 19% from $659M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of VLRS and 12 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was INCA Investments, adding an estimated $14.8M. The largest seller was BlackRock, exiting entirely with an estimated $15.2M sold.

  • 70 institutional investors held Controladora Vuela Compania de Aviacion (VLRS) as of Q3 2017, down from 80 in Q2 2017.
  • Funds reported $534M of Controladora Vuela Compania de Aviacion stock for Q3 2017, down 19% quarter-over-quarter.
  • 12 funds opened new Controladora Vuela Compania de Aviacion positions in Q3 2017 and 22 closed out, a net change of -10 holders.
  • The largest Controladora Vuela Compania de Aviacion buyer in Q3 2017 was INCA Investments, an estimated $14.8M added.
  • The largest Controladora Vuela Compania de Aviacion seller in Q3 2017 was BlackRock, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2017.