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United Airlines
UAL

386 hedge funds and large institutions have $16.4B invested in United Airlines in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $639M | Put options by funds: $246M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.8B)

11% more funds holding

Funds holding: 349 → 386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.73% less ownership

Funds ownership: 99.58% → 98.85% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 131

Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
11.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
86
Increased
118
Reduced
131
Closed
42
Calls
$639M
Puts
$246M
Net Calls
+$393M
Net Calls Change
+$217M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$507M
2
Capital World Investors
Capital World Investors
California
+$272M
3
Primecap Management
Primecap Management
California
+$212M
4
SFM
Systematic Financial Management
New Jersey
+$117M
5
MCM
Marsico Capital Management
Colorado
+$87.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
3
PC
PointState Capital
New York
-$98.8M
4
Goldman Sachs
Goldman Sachs
New York
-$72.7M
5
AM
Appaloosa Management
Florida
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
226
Jane Street
New York
$2.06M -$10.5M -233,477 -84%
LBG
227
Lloyds Banking Group
United Kingdom
$1.97M +$1.99M +44,178 New
BCMU
228
BlueCrest Capital Management (UK)
Guernsey
$1.82M +$1.84M +40,856 New
WB
229
WesBanco Bank
West Virginia
$1.81M +$1.83M +40,583 New
Comerica Bank
230
Comerica Bank
Texas
$1.74M +$230K +5,116 +15%
HAMF
231
Hatteras Alternative Mutual Funds
North Carolina
$1.72M +$477K +10,600 +38%
DekaBank Deutsche Girozentrale
232
DekaBank Deutsche Girozentrale
Germany
$1.7M -$168K -3,736 -9%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$1.68M -$2.07K -46 -0.1%
PAMU
234
Pictet Asset Management (UK)
United Kingdom
$1.65M +$22.5K +500 +1%
Aviva
235
Aviva
United Kingdom
$1.65M +$124K +2,760 +8%
PA
236
Pinnacle Associates
New York
$1.64M +$24.8K +552 +2%
SG Americas Securities
237
SG Americas Securities
New York
$1.62M +$823K +18,303 +102%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$1.54M +$249K +5,530 +19%
TCA
239
Teewinot Capital Advisers
New York
$1.53M – – –
AAF
240
Andra AP-fonden
Sweden
$1.45M +$1.46M +32,400 New
TAM
241
Tocqueville Asset Management
New York
$1.42M +$669K +14,875 +88%
KBC Group
242
KBC Group
Belgium
$1.39M +$888K +19,731 +175%
FAF
243
Fjarde Ap-fonden
Sweden
$1.38M – – –
ACI
244
Alpha Cubed Investments
California
$1.37M +$1.38M +30,720 New
RL
245
Ruffer LLP
United Kingdom
$1.34M – – –
GCM
246
Glaxis Capital Management
Florida
$1.34M +$1.35M +30,000 New
AG
247
Aperio Group
California
$1.28M +$1.29M +28,632 New
US Bancorp
248
US Bancorp
Minnesota
$1.24M +$139K +3,097 +13%
GT
249
Glenmede Trust
Pennsylvania
$1.24M +$403K +8,953 +48%
QI
250
Qualcomm Inc
California
$1.24M – – –
8 9
10
11 12

UAL Hedge Fund Activity: Q1 2014 in Review

386 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UAL positions and 42 closed out — a net gain of 44 holders — while 118 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $507M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 386 institutional investors held United Airlines (UAL) as of Q1 2014, up from 349 in Q4 2013.
  • Funds reported $16.4B of United Airlines stock for Q1 2014, up 21% quarter-over-quarter.
  • 86 funds opened new United Airlines positions in Q1 2014 and 42 closed out, a net change of +44 holders.
  • The largest United Airlines buyer in Q1 2014 was JP Morgan Chase, an estimated $507M added.
  • The largest United Airlines seller in Q1 2014 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2014.