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United Airlines
UAL

386 hedge funds and large institutions have $16.4B invested in United Airlines in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $639M | Put options by funds: $246M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.8B)

11% more funds holding

Funds holding: 349 → 386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.73% less ownership

Funds ownership: 99.58% → 98.85% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 131

Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
11.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
86
Increased
118
Reduced
131
Closed
42
Calls
$639M
Puts
$246M
Net Calls
+$393M
Net Calls Change
+$217M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$507M
2
Capital World Investors
Capital World Investors
California
+$272M
3
Primecap Management
Primecap Management
California
+$212M
4
SFM
Systematic Financial Management
New Jersey
+$117M
5
MCM
Marsico Capital Management
Colorado
+$87.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
3
PC
PointState Capital
New York
-$98.8M
4
Goldman Sachs
Goldman Sachs
New York
-$72.7M
5
AM
Appaloosa Management
Florida
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
276
T2 Partners Management
New York
$714K +$720K +16,000 New
GCC
277
Guardian Capital (Canada)
Ontario, Canada
$697K +$702K +15,616 New
FQ
278
First Quadrant
California
$650K – – –
SAM
279
Shell Asset Management
Netherlands
$647K -$23.7K -526 -4%
CAM
280
Capstone Asset Management
Texas
$643K -$163K -3,620 -20%
QT
281
Quantbot Technologies
New York
$634K +$221K +4,922 +53%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$630K +$635K +14,113 New
B
283
Barings
North Carolina
$614K – – –
PAM
284
Paradigm Asset Management
New York
$602K – – –
LS
285
Livforsakringsbolaget Skandia
Sweden
$585K +$590K +13,118 New
ACI
286
AMP Capital Investors
Australia
$562K +$311K +6,913 +112%
CBU
287
CIBC Bank USA
Illinois
$540K -$153K -3,400 -22%
JMPWA
288
JP Morgan Private Wealth Advisors
California
$514K +$278K +6,185 +116%
GL
289
GLG LLC
New York
$505K +$509K +11,322 New
CA
290
Commerzbank Aktiengesellschaft
Germany
$484K -$919K -20,434 -65%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$481K – – –
HNB
292
Huntington National Bank
Ohio
$479K +$483K +10,737 New
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$477K +$454K +10,098 New
WTIM
294
Wilmington Trust Investment Management
Delaware
$475K +$478K +10,634 New
HHC
295
Hutchin Hill Capital
New York
$460K -$828K -18,400 -64%
PCMI
296
Princeton Capital Management Inc
New Jersey
$440K +$443K +9,855 New
FA
297
FDx Advisors
Illinois
$423K +$426K +9,472 New
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$419K -$569K -12,643 -57%
GVT
299
Genesee Valley Trust
New York
$417K +$421K +9,349 New
EMG
300
Ellington Management Group
Connecticut
$415K +$36K +800 +9%
10 11
12
13 14

UAL Hedge Fund Activity: Q1 2014 in Review

386 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UAL positions and 42 closed out — a net gain of 44 holders — while 118 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $507M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 386 institutional investors held United Airlines (UAL) as of Q1 2014, up from 349 in Q4 2013.
  • Funds reported $16.4B of United Airlines stock for Q1 2014, up 21% quarter-over-quarter.
  • 86 funds opened new United Airlines positions in Q1 2014 and 42 closed out, a net change of +44 holders.
  • The largest United Airlines buyer in Q1 2014 was JP Morgan Chase, an estimated $507M added.
  • The largest United Airlines seller in Q1 2014 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2014.