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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Barings
North Carolina
$2.12M
Victory Capital Management
227
Victory Capital Management
Texas
$2.11M +$193K +2,799 +10%
EVM
228
Eaton Vance Management
Massachusetts
$2.08M +$1.04M +15,000 +100%
JCM
229
Jafra Capital Management
New York
$2.08M +$2.07M +30,000 New
TIM
230
Total Investment Management
Arizona
$2.04M -$100K -1,448 -5%
CIM
231
Cambria Investment Management
California
$2.04M +$52.6K +762 +3%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$1.96M +$250K +3,625 +15%
FMT
233
First Mercantile Trust
Tennessee
$1.96M +$946K +13,689 +94%
Tudor Investment Corp
234
Tudor Investment Corp
Connecticut
$1.94M -$2.79M -40,435 -59%
Federated Hermes
235
Federated Hermes
Pennsylvania
$1.93M -$1.72M -24,904 -47%
RC
236
RegentAtlantic Capital
New Jersey
$1.91M -$81.4K -1,178 -4%
SSA
237
Schonfeld Strategic Advisors
New York
$1.86M +$652K +9,440 +54%
SAM
238
Selway Asset Management
$1.85M -$124K -1,800 -6%
TCM
239
Twin Capital Management
Pennsylvania
$1.84M -$34.5K -500 -2%
BUB
240
BBVA USA Bancshares
Texas
$1.82M +$1.81M +26,176 New
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$1.81M -$135K -1,955 -7%
GHCM
242
Glen Harbor Capital Management
California
$1.79M -$3.5M -50,640 -66%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$1.77M +$191K +2,762 +12%
LOAMU
244
Lombard Odier Asset Management (USA)
New York
$1.74M +$1.73M +25,000 New
BCM
245
BBT Capital Management
Texas
$1.71M -$8.45M -122,327 -83%
KeyBank National Association
246
KeyBank National Association
Ohio
$1.71M +$224K +3,243 +15%
SAM
247
Securian Asset Management
Minnesota
$1.69M -$72.7K -1,052 -4%
NMERB
248
New Mexico Educational Retirement Board
New Mexico
$1.67M -$62.2K -900 -4%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$1.67M -$24.6K -356 -1%
UAM
250
UAS Asset Management
New York
$1.61M +$1.6M +23,150 New

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.