We are live on ! Find out more
UAL icon

United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
276
LPL Financial
California
$1.7M +$1.41M +25,465 New
GIBU
277
Gulf International Bank (UK)
United Kingdom
$1.69M – – –
SEI Investments
278
SEI Investments
Pennsylvania
$1.67M +$1.38M +24,888 New
GMIM
279
General Motors Investment Management
New York
$1.65M +$1.08M +19,587 +382%
SIM
280
Sentry Investment Management
Wisconsin
$1.57M +$947K +17,100 +266%
EGM
281
Engineers Gate Manager
New York
$1.51M +$1.25M +22,578 New
CL
282
CSS LLC
Illinois
$1.49M -$111K -2,000 -8%
Stifel Financial
283
Stifel Financial
Missouri
$1.44M +$830K +14,995 +231%
US Bancorp
284
US Bancorp
Minnesota
$1.36M +$149K +2,687 +15%
BCM
285
Beck Capital Management
Texas
$1.31M +$1.09M +19,647 New
ASC
286
Atalanta Sosnoff Capital
New York
$1.3M +$1.08M +19,460 New
B
287
Barings
North Carolina
$1.27M – – –
Marshall Wace
288
Marshall Wace
United Kingdom
$1.27M +$1.05M +18,944 New
Lazard Asset Management
289
Lazard Asset Management
New York
$1.27M +$1.05M +18,941 New
NCCM
290
Nine Chapters Capital Management
New Jersey
$1.24M -$870K -15,700 -46%
AH
291
Achievement Holdings
Illinois
$1.24M +$1.03M +18,600 New
TAM
292
Tocqueville Asset Management
New York
$1.24M +$444K +8,019 +76%
Nomura Asset Management
293
Nomura Asset Management
Japan
$1.21M -$136K -2,450 -12%
Korea Investment Corp
294
Korea Investment Corp
South Korea
$1.19M +$482K +8,700 +96%
GCM
295
Glendon Capital Management
California
$1.15M +$951K +17,170 New
FDS
296
First Dallas Securities
Texas
$1.13M -$514K -9,275 -35%
PI
297
Placemark Investments
Illinois
$1.09M +$225K +4,058 +33%
SAM
298
Symphony Asset Management
California
$1.07M +$884K +15,964 New
BA
299
Birinyi Associates
Connecticut
$1.05M +$55.4K +1,000 +7%
AC
300
Amiya Capital
United Kingdom
$1.04M +$864K +15,600 New
10 11
12
13 14

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.