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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
CIM
251
Cambria Investment Management
California
$2.37M +$31.4K +381 +1%
RA
252
Rational Advisors
New York
$2.36M +$2.19M +26,552 New
QSS
253
Quantitative Systematic Strategies
Florida
$2.36M -$640K -7,762 -23%
TCM
254
Twin Capital Management
Pennsylvania
$2.35M -$41.2K -500 -2%
Creative Planning
255
Creative Planning
Kansas
$2.33M +$615K +7,451 +40%
RC
256
RegentAtlantic Capital
New Jersey
$2.33M -$93.7K -1,136 -4%
KWILP
257
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.25M -$431K -5,229 -17%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$2.23M -$28.1K -341 -1%
WAM
259
Wolverine Asset Management
Illinois
$2.22M +$1.79M +21,737 +682%
CA
260
Commerzbank Aktiengesellschaft
Germany
$2.19M -$568K -6,884 -22%
CIP
261
Convergence Investment Partners
Florida
$2.18M -$1.73M -20,997 -46%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$2.14M – – –
Balyasny Asset Management
263
Balyasny Asset Management
Illinois
$2.07M -$41.2M -499,902 -96%
SAM
264
Securian Asset Management
Minnesota
$2.06M -$55.4K -672 -3%
Lazard Asset Management
265
Lazard Asset Management
New York
$2.02M +$700K +8,485 +60%
DCM
266
Dupont Capital Management
Delaware
$2.02M +$277K +3,360 +17%
FMT
267
First Mercantile Trust
Tennessee
$1.98M -$474K -5,747 -21%
PCMC
268
Paragon Capital Management (Colorado)
Colorado
$1.95M – – –
MME
269
Meag Munich Ergo
Germany
$1.95M +$1.83M +22,167 New
LOAMS
270
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.88M +$1.74M +21,115 New
HW
271
Hancock Whitney
Mississippi
$1.87M -$185K -2,247 -10%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$1.87M -$107K -1,300 -6%
BA
273
Boston Advisors
Massachusetts
$1.84M +$49.5K +600 +3%
SAM
274
Selway Asset Management
$1.83M -$289K -3,500 -15%
AB
275
AT Bancorp
Iowa
$1.81M -$1.2M -14,598 -42%
9 10
11
12 13

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.