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United Airlines
UAL

Overview Fund Activity

311 hedge funds and large institutions have $10.8B invested in United Airlines in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+31
Holders Change %
+11.07%
% of All Funds
10.09%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
63
Increased
116
Reduced
89
Closed
29
Calls
$460M
Puts
$448M
Net Calls
+$11.4M
Net Calls Change
+$130M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$662M
2
Goldman Sachs
Goldman Sachs
New York
$138M
3
Primecap Management
Primecap Management
California
$300M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.51B
5
SIG
Senator Investment Group
New York
$46.1M

Top Sellers

1
OAMG
Odey Asset Management Group
United Kingdom
$26M
2
SFM
Soros Fund Management
New York
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$685M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$454M
5
Jennison Associates
Jennison Associates
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
276
Zurich Cantonal Bank
Switzerland
$134K -$56K -1,827 -29%
Creative Planning
277
Creative Planning
Kansas
$134K +$134K +4,362 New
Nordea Investment Management
278
Nordea Investment Management
Sweden
$120K – – –
KBC Group
279
KBC Group
Belgium
$115K – – –
FAM
280
Fred Alger Management
New York
$102K – – –
EOJOAM
281
E. Ohman J:or Asset Management
Sweden
$92.1K – – –
ST
282
SpiderRock Trading
Illinois
$74K – – –
IRS
283
Invictus RG (Singapore)
Singapore
$59K -$40K -1,312 -40%
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$58K +$58K +1,900 New
WRM
285
Westport Resources Management
Connecticut
$57K -$4.89K -160 -8%
CCMH
286
Cornerstone Capital Management Holdings
New York
$53K -$4.58M -150,092 -99%
GH
287
GAM Holding
Switzerland
$45K – – –
MFS
288
MSI Financial Services
Massachusetts
$43K – – –
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$37K -$59.5K -1,955 -62%
Bessemer Group
290
Bessemer Group
New Jersey
$37K -$24.5K -794 -40%
First Manhattan
291
First Manhattan
New York
$30K – – –
PTC
292
Private Trust Company
Ohio
$30K +$12.8K +421 +74%
BAM
293
Barrett Asset Management
New York
$27K – – –
RFA
294
Reilly Financial Advisors
California
$15K – – –
WT
295
Whittier Trust
California
$14K – – –
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
$13K -$6.95K -223 -35%
SAMC
297
Shinko Asset Management Company
Japan
$12K – – –
CFA
298
Carroll Financial Associates
North Carolina
$10K – – –
WA
299
WFG Advisors
Texas
$10K +$9.04K +300 +938%
WA
300
Waverly Advisors
Alabama
$9K +$9K +282 New
10 11
12
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