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United Airlines

629 hedge funds and large institutions have $22.3B invested in United Airlines in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

19% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $1B

8% more funds holding

Funds holding: 580629 (+49)

1.29% more ownership

Funds ownership: 96.85%98.14% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 196

5% less capital invested

Capital invested by funds: $23.5B → $22.3B (-$1.2B)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
629
Holders Change
+49
Holders Change %
+8.45%
% of All Funds
14.02%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
120
Increased
208
Reduced
196
Closed
65
Calls
$1.19B
Puts
$1B
Net Calls
+$191M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
251
Gideon Capital Advisors
New York
$2.31M +$2.42M +27,578 New
AIM
252
Achmea Investment Management
Netherlands
$2.29M +$1.52M +17,309 +171%
PDN
253
Pensionfund DSM Netherlands
Netherlands
$2.26M
CIM
254
Cambria Investment Management
California
$2.26M +$30.2K +344 +1%
Nordea Investment Management
255
Nordea Investment Management
Sweden
$2.21M +$1.76M +20,001 +309%
TCM
256
Twin Capital Management
Pennsylvania
$2.21M
CA
257
Commerzbank Aktiengesellschaft
Germany
$2.18M +$125K +1,418 +6%
BCM
258
Bayesian Capital Management
New York
$2.17M +$720K +8,200 +46%
VI
259
Versor Investments
New York
$2.15M -$694K -7,900 -24%
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$23.3M -265,082 -91%
DTL
261
Dynamic Technology Lab
Singapore
$2.14M +$1.76M +20,061 +364%
WFI
262
West Family Investments
California
$2.09M -$1.32M -15,000 -38%
State of New Jersey Common Pension Fund D
263
State of New Jersey Common Pension Fund D
New Jersey
$2.09M -$439K -5,000 -17%
HA
264
H2O AM
United Kingdom
$2.04M +$2.15M +24,500 New
DnB Asset Management
265
DnB Asset Management
Norway
$2.02M +$2.12M +24,140 New
JIR
266
James Investment Research
Ohio
$2M -$1.37M -15,587 -39%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$1.98M +$480K +5,464 +30%
CC
268
Cognios Capital
Kansas
$1.97M +$2.07M +23,576 New
CIC
269
Chase Investment Counsel
Virginia
$1.96M +$2.06M +23,435 New
CIP
270
Convergence Investment Partners
Florida
$1.96M -$97.9K -1,114 -5%
PSUF
271
People's United Financial
Connecticut
$1.94M +$844K +9,609 +71%
Lazard Asset Management
272
Lazard Asset Management
New York
$1.94M +$37.3K +425 +2%
SAM
273
Securian Asset Management
Minnesota
$1.93M -$4.48K -51 -0.2%
LPL Financial
274
LPL Financial
California
$1.9M +$482K +5,484 +32%
EMG
275
Ellington Management Group
Connecticut
$1.87M +$1.96M +22,300 New

UAL Hedge Fund Activity: Q4 2018 in Review

629 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2018, worth a combined $22.3B — down 5.1% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new UAL positions and 65 closed out — a net gain of 55 holders — while 208 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Berkshire Hathaway, cutting an estimated $355M.

  • 629 institutional investors held United Airlines (UAL) as of Q4 2018, up from 580 in Q3 2018.
  • Funds reported $22.3B of United Airlines stock for Q4 2018, down 5.1% quarter-over-quarter.
  • 120 funds opened new United Airlines positions in Q4 2018 and 65 closed out, a net change of +55 holders.
  • The largest United Airlines buyer in Q4 2018 was Goldman Sachs, an estimated $274M added.
  • The largest United Airlines seller in Q4 2018 was Berkshire Hathaway, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2018.