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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$3.96M -$5.24M -82,169 -60%
SG Americas Securities
227
SG Americas Securities
New York
$3.94M -$276K -4,327 -7%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$3.88M +$2.95M +46,264 +668%
Aviva
229
Aviva
United Kingdom
$3.84M +$272K +4,268 +9%
QI
230
QS Investors
New York
$3.82M -$20.3M -318,800 -86%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$3.82M +$1.07M +16,720 +47%
CMBA
232
C.M. Bidwell & Associates
Hawaii
$3.77M +$3.29M +51,710 New
BIC
233
Beach Investment Counsel
Pennsylvania
$3.75M +$3.28M +51,520 New
AB
234
AT Bancorp
Iowa
$3.74M -$2.87M -45,058 -47%
EAM
235
EverPoint Asset Management
Connecticut
$3.64M -$3.19M -50,000 -50%
ERSOT
236
Employees Retirement System of Texas
Texas
$3.59M +$465K +7,300 +17%
Group One Trading
237
Group One Trading
Illinois
$3.55M +$3M +47,060 +2,901%
IP
238
Interval Partners
New York
$3.53M -$2.28M -35,802 -43%
ProShare Advisors
239
ProShare Advisors
Maryland
$3.52M +$557K +8,736 +22%
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$3.5M +$2.63M +41,222 +609%
GC
241
Globeflex Capital
California
$3.41M -$42.4K -665 -1%
B
242
Barings
North Carolina
$3.37M -$287K -4,500 -9%
NB
243
Norinchukin Bank
Japan
$3.32M -$315K -4,938 -10%
Wolverine Trading
244
Wolverine Trading
Illinois
$3.26M +$293K +4,599 +11%
MCM
245
Matarin Capital Management
New York
$3.24M +$2.83M +44,404 New
Calamos Advisors
246
Calamos Advisors
Illinois
$3.16M +$173K +2,713 +7%
HFS
247
HL Financial Services
Kentucky
$3.14M +$2.74M +43,042 New
MAM
248
Meeder Asset Management
Ohio
$3.1M +$2.37M +37,213 +692%
IAM
249
Impala Asset Management
Florida
$3.1M +$2.71M +42,559 New
HS
250
HighVista Strategies
Massachusetts
$3.07M +$2.68M +42,100 New

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.