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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
251
Beach Investment Management
Pennsylvania
$2.44M – – –
PAMU
252
Pictet Asset Management (UK)
United Kingdom
$2.42M +$33.2K +600 +2%
GT
253
Glenmede Trust
Pennsylvania
$2.38M +$122K +2,200 +7%
LCM
254
Leisure Capital Management
California
$2.37M +$1.96M +35,389 New
PA
255
Pinnacle Associates
New York
$2.33M -$141K -2,542 -7%
PC
256
Palo Capital
California
$2.29M +$1.89M +34,205 New
AC
257
Allstate Corporation
Illinois
$2.26M – – –
VKH
258
Virtu KCG Holdings
New York
$2.17M +$711K +12,841 +66%
IMS
259
Index Management Solutions
Pennsylvania
$2.13M +$1.77M +31,884 New
HPCM
260
High Pointe Capital Management
Illinois
$2.09M – – –
CBOA
261
Commonwealth Bank of Australia
Australia
$2.08M +$344K +6,210 +25%
Comerica Bank
262
Comerica Bank
Texas
$2.02M +$867K +15,646 +108%
RL
263
Ruffer LLP
United Kingdom
$2.01M – – –
Natixis Advisors
264
Natixis Advisors
Massachusetts
$1.98M +$1.64M +29,608 New
HMS
265
Hanseatic Management Services
New Mexico
$1.97M +$1.63M +29,513 New
NIP
266
Nicholas Investment Partners
California
$1.93M -$648K -11,703 -29%
SAG
267
Sterne Agee Group
Alabama
$1.93M +$64.3K +1,161 +4%
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$1.89M -$942K -17,000 -38%
AP
269
AHL Partners
United Kingdom
$1.88M +$1.56M +28,105 New
FAF
270
Fjarde Ap-fonden
Sweden
$1.88M – – –
IPC
271
Independent Portfolio Consultants
Florida
$1.78M +$996K +17,980 +207%
FAM
272
Fortaleza Asset Management
Illinois
$1.77M +$1.47M +26,480 New
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$1.76M +$38.8K +701 +3%
Teacher Retirement System of Texas
274
Teacher Retirement System of Texas
Texas
$1.75M -$100K -1,808 -6%
TI
275
Trexquant Investment
Connecticut
$1.72M +$1.42M +25,700 New
9 10
11
12 13

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.