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United Airlines
UAL

577 hedge funds and large institutions have $22.2B invested in United Airlines in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 234 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

6% more capital invested

Capital invested by funds: $20.9B → $22.2B (+$1.23B)

1.96% less ownership

Funds ownership: 98.27% → 96.32% (-2%)

5% less funds holding

Funds holding: 606 → 577 (-29)

26% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 234

27% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 74

54% less call options, than puts

Call options by funds: $442M | Put options by funds: $963M

Holders
577
Holders Change
-29
Holders Change %
-4.79%
% of All Funds
12.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.43%
New
54
Increased
174
Reduced
234
Closed
74
Calls
$442M
Puts
$963M
Net Calls
-$520M
Net Calls Change
-$262M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$142M
3
N
Nuveen
North Carolina
+$117M
4
Citigroup
Citigroup
New York
+$96.8M
5
IP
Interval Partners
New York
+$77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$93.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$82.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$71.5M
5
Squarepoint
Squarepoint
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
226
Strategic Advisors
New York
$2.66M – – –
GCA
227
Gideon Capital Advisors
New York
$2.66M +$1.76M +20,835 +219%
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$2.64M -$228K -2,691 -8%
CPA
229
Cowen Prime Advisors
New York
$2.61M – – –
MOACM
230
Mutual of America Capital Management
New York
$2.6M -$38.8K -458 -2%
Royal London Asset Management
231
Royal London Asset Management
United Kingdom
$2.59M – – –
LPL Financial
232
LPL Financial
California
$2.57M +$108K +1,280 +5%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.53M -$5.95M -70,300 -71%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$2.51M -$23.1K -273 -0.9%
TSW
235
Thompson Siegel & Walmsley
Virginia
$2.48M +$643K +7,600 +37%
TAM
236
Tiverton Asset Management
Delaware
$2.48M +$1.79M +21,158 +294%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$2.41M +$36.5K +431 +2%
TIM
238
Total Investment Management
Arizona
$2.34M – – –
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$2.31M +$31.5K +372 +1%
CC
240
Colrain Capital
Massachusetts
$2.3M -$288K -3,400 -11%
JIR
241
James Investment Research
Ohio
$2.3M -$446K -5,274 -17%
AIM
242
Achmea Investment Management
Netherlands
$2.3M -$50.2K -593 -2%
SCM
243
Shelton Capital Management
Colorado
$2.29M +$2.04M +24,120 +1,154%
B
244
Bailard
California
$2.29M -$173K -2,041 -7%
WBC
245
Westpac Banking Corp
Australia
$2.26M +$137K +1,623 +7%
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$2.23M +$2.02M +23,917 New
Aviva
247
Aviva
United Kingdom
$2.2M -$67.5K -798 -3%
State of New Jersey Common Pension Fund D
248
State of New Jersey Common Pension Fund D
New Jersey
$2.19M – – –
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.03M +$857K +10,121 +77%
Franklin Resources
250
Franklin Resources
California
$2.03M -$1.14M -13,496 -37%
8 9
10
11 12

UAL Hedge Fund Activity: Q2 2019 in Review

577 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2019, worth a combined $22.2B — up 5.9% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of UAL and 54 opened new positions — a net loss of 20 holders — while 234 trimmed existing stakes and 174 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 577 institutional investors held United Airlines (UAL) as of Q2 2019, down from 606 in Q1 2019.
  • Funds reported $22.2B of United Airlines stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 54 funds opened new United Airlines positions in Q2 2019 and 74 closed out, a net change of -20 holders.
  • The largest United Airlines buyer in Q2 2019 was T. Rowe Price Associates, an estimated $143M added.
  • The largest United Airlines seller in Q2 2019 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2019.