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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
TI
251
Trexquant Investment
Connecticut
$2.92M +$2.56M +40,100 New
SLAM
252
Swiss Life Asset Management
$2.91M +$1.98M +31,135 +356%
HIM
253
Hanlon Investment Management
New Jersey
$2.89M +$2.53M +39,652 New
MSA
254
Mason Street Advisors
Wisconsin
$2.88M -$12.3K -193 -0.5%
Nomura Holdings
255
Nomura Holdings
Japan
$2.82M +$2.25M +35,388 +1,105%
OTPPB
256
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.82M +$698K +10,958 +40%
PCMI
257
Princeton Capital Management Inc
New Jersey
$2.77M -$151K -2,377 -6%
HAI
258
Hennessy Advisors Inc
California
$2.77M
MC
259
Maverick Capital
Texas
$2.75M -$816K -12,810 -25%
QC
260
Quadrature Capital
United Kingdom
$2.71M -$5.88M -92,232 -71%
TRSOTSOK
261
Teachers Retirement System of the State of Kentucky
Kentucky
$2.7M -$20.1M -314,700 -89%
GT
262
Glenmede Trust
Pennsylvania
$2.68M +$137K +2,150 +6%
US Bancorp
263
US Bancorp
Minnesota
$2.67M -$662K -10,382 -22%
AAF
264
Andra AP-fonden
Sweden
$2.65M -$2.58M -40,500 -53%
CCP
265
Corient Capital Partners
California
$2.64M -$307K -4,812 -12%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$2.63M +$744K +11,682 +48%
ACPU
267
Arrowgrass Capital Partners (US)
Delaware
$2.49M +$320K +5,018 +17%
MOACM
268
Mutual of America Capital Management
New York
$2.48M +$17.1K +268 +0.8%
NMERB
269
New Mexico Educational Retirement Board
New Mexico
$2.48M
NMIMC
270
Northwestern Mutual Investment Management Company
Wisconsin
$2.42M +$263K +4,128 +14%
TCA
271
Teewinot Capital Advisers
New York
$2.41M
TG
272
TCW Group
California
$2.39M -$275K -4,320 -12%
TIM
273
Total Investment Management
Arizona
$2.37M +$2.07M +32,519 New
Verition Fund Management
274
Verition Fund Management
Connecticut
$2.34M -$68.7K -1,078 -3%
CFB
275
Cullen/Frost Bankers
Texas
$2.31M -$4.41M -69,278 -69%

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.