AMERICAN AXLE & MFG HLDGS IN DCH
COM · Common Stock · CUSIP 024061103
Manufacturer of automobile driveline and drivetrain components and systems
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3m this quarter). Holder counts are more reliable. Shares outstanding: 117.6m as of 2024-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.99. Options: 10 managers hold calls ($9.1m notional), 8 hold puts ($4.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 214 |
| Q4 2022 | 220 |
| Q1 2023 | 209 |
| Q2 2023 | 209 |
| Q3 2023 | 212 |
| Q4 2023 | 211 |
| Q1 2024 | 228 |
| Q2 2024 | 235 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 102 | 102 |
| Q1 2023 | 89 | 104 |
| Q2 2023 | 87 | 95 |
| Q3 2023 | 100 | 96 |
| Q4 2023 | 74 | 128 |
| Q1 2024 | 100 | 114 |
| Q2 2024 | 115 | 103 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $35.0m | $10.5m | 0.30 |
| Q4 2023 | $14.5m | $7.4m | 0.51 |
| Q1 2024 | $8.5m | $5.4m | 0.63 |
| Q2 2024 | $9.1m | $4.6m | 0.50 |
Biggest buyers
| Medina Value Partners, LLC | New | +2.2m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +1.3m |
| VANGUARD GROUP INC | Added | +846.6k |
| ALGERT GLOBAL LLC | Added | +506.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +399.6k |
| AMERIPRISE FINANCIAL INC | Added | +303.1k |
| Advisors Preferred, LLC | New | +274.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +236.4k |
| Trexquant Investment LP | Added | +234.7k |
| Atom Investors LP | New | +201.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.0m |
| Invesco Ltd. | Reduced | -1.2m |
| SONA ASSET MANAGEMENT (US) LLC | Sold out | -965.0k |
| Mirae Asset Global Investments Co., Ltd. | Reduced | -936.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -890.1k |
| HRT FINANCIAL LP | Reduced | -755.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -470.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -436.0k |
| Empowered Funds, LLC | Reduced | -425.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -422.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m420.9k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $2.6m372.4k shares |
| JANE STREET GROUP, LLC | Added | $1.2m168.2k shares |
| CITADEL ADVISORS LLC | Added | $903.8k129.3k shares |
| Walleye Trading LLC | Added | $587.2k84.0k shares |
| GROUP ONE TRADING LLC | Reduced | $406.1k58.1k shares |
| Walleye Capital LLC | Added | $327.8k46.9k shares |
| GTS SECURITIES LLC | Added | $102.8k14.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $34.0k4.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $1.5m220.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m171.4k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $699.0k100.0k shares |
| GROUP ONE TRADING LLC | Added | $408.2k58.4k shares |
| JANE STREET GROUP, LLC | Added | $292.9k41.9k shares |
| SIMPLEX TRADING, LLC | Added | $266.0k38.1k shares |
| Walleye Capital LLC | New | $183.8k26.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2025-10-17 | 14.1% |
| DME Capital Management, LP 13G · institution new · filed 2026-08-14 | 5.2% |
Fell to 5% or below in the last year: FMR LLC (4.3%, 2026-05-06), DIMENSIONAL FUND ADVISORS LP (3.4%, 2026-04-09), VANGUARD GROUP INC (0.0%, 2026-03-26), MILLENNIUM MANAGEMENT LLC (0.7%, 2026-02-06)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 2 | $799.2k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $320.0k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 18.6m $129.8m | Reduced -309.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 14.6m $102.4m | Added +846.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 8.3m $57.8m | Added +236.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.14% of their portfolio | 5.9m $41.1m | Added +64.5k |
| STATE STREET CORP 0.00% of their portfolio | 4.7m $32.7m | Reduced -125.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 3.3m $23.1m | Reduced -19.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 2.9m $20.2m | Added +399.6k |
| TOWLE & CO 2.46% of their portfolio | 2.7m $18.8m | Added +1.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.6m $18.4m | Added +153.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $17.8m | Reduced -3.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.5m $17.5m | Reduced -436.0k |
| Medina Value Partners, LLC 7.68% of their portfolio | 2.2m $15.3m | New |
| Sequoia Financial Advisors, LLC 0.16% of their portfolio | 1.9m $13.4m | Added +130 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.05% of their portfolio | 1.7m $12.1m | Added +1.3m |
| Invesco Ltd. 0.00% of their portfolio | 1.6m $11.1m | Reduced -1.2m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 1.6m $10.8m | Added +122.3k |
| LSV ASSET MANAGEMENT 0.02% of their portfolio | 1.5m $10.8m | Reduced -104.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $8.8m | Added +95.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.2m $8.3m | Added +162.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $8.1m | Reduced -25.6k |
| WHITEBOX ADVISORS LLC 0.29% of their portfolio | 1.0m $7.2m | Reduced -70.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.0m $7.1m | Added +303.1k |
| Dana Investment Advisors, Inc. 0.22% of their portfolio | 940.4k $6.6m | Added +73.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 876.6k $6.1m | Added +5.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 762.6k $5.3m | Reduced -422.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 749.6k $5.2m | Reduced -92.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 706.1k $4.9m | First filing |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 698.4k $4.9m | Added +506.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 604.6k $4.2m | Reduced -226.5k |
| S&T Bank/PA 1.04% of their portfolio | 583.6k $4.1m | Reduced -287.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 579.6k $4.1m | Reduced -28.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 569.0k $4.0m | Reduced -267.9k |
| NORGES BANK 0.00% of their portfolio | 529.0k $3.7m | Reduced -128.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 526.8k $3.7m | Reduced -890.1k |
| Mariner, LLC 0.01% of their portfolio | 504.8k $3.5m | Added +15 |
| Empowered Funds, LLC 0.06% of their portfolio | 497.6k $3.5m | Reduced -425.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 484.6k $3.4m | Reduced -15.4k |
| Lombard Odier Asset Management (USA) Corp 1.15% of their portfolio | 436.5k $3.1m | Reduced -397.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 430.0k $3.0m | Reduced -470.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 424.2k $3.0m | Added +55.6k |
| FMR LLC 0.00% of their portfolio | 406.4k $2.8m | Added +46.3k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 353.8k $2.5m | Added +67.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 343.0k $2.4m | Added +48.7k |
| CITIGROUP INC 0.00% of their portfolio | 332.7k $2.3m | Added +194.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 326.4k $2.3m | Added +8.6k |
| Legal & General Group Plc 0.00% of their portfolio | 325.7k $2.3m | Reduced -3.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 309.0k $2.2m | Reduced -222.6k |
| Trexquant Investment LP 0.03% of their portfolio | 303.3k $2.1m | Added +234.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 302.4k $2.1m | Added +86.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 299.7k $2.1m | Added +120.5k |
| Advisors Preferred, LLC 0.33% of their portfolio | 274.3k $1.9m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 267.8k $1.9m | Reduced -46.7k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 265.1k $1.9m | Added +153.0k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 258.7k $1.8m | Added +15.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 253.4k $1.8m | Added +193.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 241.6k $1.7m | Added +148.4k |
| Swiss National Bank 0.00% of their portfolio | 230.7k $1.6m | Unchanged |
| Jump Financial, LLC 0.03% of their portfolio | 220.0k $1.5m | Reduced -270.5k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 219.5k $1.5m | Added +100.2k |
| PDT Partners, LLC 0.14% of their portfolio | 213.6k $1.5m | Added +63.9k |
| Atom Investors LP 0.14% of their portfolio | 201.1k $1.4m | New |
| Miller Value Partners, LLC 0.86% of their portfolio | 192.1k $1.3m | Reduced -6.2k |
| Nebula Research & Development LLC 0.22% of their portfolio | 190.3k $1.3m | Added +19.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 177.6k $1.2m | Added +147.4k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 177.2k $1.2m | Reduced -241.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 169.4k $1.2m | Added +139.3k |
| AlphaQuest LLC 0.16% of their portfolio | 166.9k $1.2m | Added +162.7k |
| Mutual Advisors, LLC 0.04% of their portfolio | 164.7k $1.2m | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 147.5k $1.0m | Reduced -122.2k |
| Jackson Creek Investment Advisors LLC 0.38% of their portfolio | 147.1k $1.0m | New |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.12% of their portfolio | 143.3k $1.0m | Added +109.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 142.8k $998.1k | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 136.5k $953.0k | Reduced -755.4k |
| JB CAPITAL PARTNERS LP 0.21% of their portfolio | 132.5k $926.2k | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 127.8k $893.0k | Reduced -2.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 126.1k $881.3k | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 125.7k $879.0k | Reduced -6.7k |
| LPL Financial LLC 0.00% of their portfolio | 125.0k $873.9k | New |
| UBS Group AG 0.00% of their portfolio | 121.9k $852.2k | Added +18.2k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 120.2k $840.0k | Reduced -37.6k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 117.9k $823.0k | Reduced -40.2k |
| Alberta Investment Management Corp 0.01% of their portfolio | 116.6k $815.0k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 114.8k $802.3k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 114.5k $800.0k | Reduced -2.3k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 112.5k $786.4k | Added +66.6k |
| Engineers Gate Manager LP 0.02% of their portfolio | 111.3k $778.0k | Added +79.1k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 110.8k $764.5k | Reduced -936.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 110.2k $770.6k | Added +246 |
| Numerai GP LLC 0.26% of their portfolio | 103.6k $724.0k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 98.4k $687.1k | Added +78.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 94.4k $659.8k | Added +56.8k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 93.2k $651.0k | Unchanged |
| Centiva Capital, LP 0.03% of their portfolio | 93.1k $650.7k | Added +67.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 86.3k $603.3k | Reduced -1.5k |
| SummerHaven Investment Management, LLC 0.39% of their portfolio | 84.6k $591.3k | Added +2.1k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 78.2k $546.6k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 76.4k $534.0k | Added +7.8k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 74.9k $523.4k | New |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 69.0k $482.0k | Reduced -2.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 66.8k $467.2k | Added +54.1k |