We are live on ! Find out more
UAL icon

United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Sterling Capital Management
North Carolina
$2.92M +$2.21M +26,790 +445%
CPA
227
Cowen Prime Advisors
New York
$2.9M -$371K -4,500 -12%
MSA
228
Mason Street Advisors
Wisconsin
$2.87M -$72.2K -875 -3%
NC
229
Northpointe Capital
Michigan
$2.86M -$27.8K -337 -1%
MTCM
230
Mint Tower Capital Management
Netherlands
$2.86M -$637K -7,723 -19%
CC
231
Colrain Capital
Massachusetts
$2.79M -$619K -7,500 -19%
Stifel Financial
232
Stifel Financial
Missouri
$2.76M -$1.08M -13,084 -30%
AB
233
Amalgamated Bank
New York
$2.75M -$88.7K -1,075 -3%
State of New Jersey Common Pension Fund D
234
State of New Jersey Common Pension Fund D
New Jersey
$2.67M -$9.48M -115,000 -79%
MOACM
235
Mutual of America Capital Management
New York
$2.66M -$61.4K -745 -2%
CIBC World Market
236
CIBC World Market
Ontario, Canada
$2.66M +$1.89M +22,919 +331%
Royal London Asset Management
237
Royal London Asset Management
United Kingdom
$2.63M -$230K -2,792 -9%
NB
238
Norinchukin Bank
Japan
$2.62M +$227K +2,748 +10%
DF
239
Donoghue Forlines
Massachusetts
$2.6M +$2.4M +29,141 New
GCP
240
GSA Capital Partners
United Kingdom
$2.59M +$2.06M +25,001 +607%
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$2.58M +$1.27M +15,455 +114%
SA
242
Strategic Advisors
New York
$2.54M -$190K -2,301 -7%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$2.5M -$858K -10,408 -27%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$2.49M -$398K -4,821 -15%
Brown Advisory
245
Brown Advisory
Maryland
$2.47M -$9.57K -116 -0.4%
TIM
246
Total Investment Management
Arizona
$2.47M -$52K -630 -2%
Public Sector Pension Investment Board (PSP Investments)
247
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.45M +$1.18M +14,300 +108%
IG
248
ING Group
Netherlands
$2.45M +$2.27M +27,524 New
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$2.42M +$61K +740 +3%
PDN
250
Pensionfund DSM Netherlands
Netherlands
$2.4M +$2.23M +27,000 New
8 9
10
11 12

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.