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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
P
276
Pitcairn
Pennsylvania
$2.31M +$695K +10,915 +53%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$2.3M +$23.9K +375 +1%
LCM
278
Leisure Capital Management
California
$2.29M -$218K -3,427 -10%
IRF
279
IBM Retirement Fund
New York
$2.28M -$120K -1,884 -6%
CIM
280
Cambria Investment Management
California
$2.25M -$24.2K -380 -1%
CAM
281
Capstone Asset Management
Texas
$2.23M -$18K -282 -0.9%
OCM
282
Oskie Capital Management
New York
$2.23M -$5.17M -81,211 -73%
UCFA
283
United Capital Financial Advisors
Texas
$2.22M +$274K +4,295 +16%
ST
284
Spot Trading
Illinois
$2.21M -$895K -14,046 -32%
GA
285
Geneva Advisors
Illinois
$2.16M +$7.46K +117 +0.4%
SAM
286
Securian Asset Management
Minnesota
$2.11M +$8.22K +129 +0.4%
RFC
287
Regions Financial Corp
Alabama
$2.1M -$2.14M -33,581 -54%
Franklin Resources
288
Franklin Resources
California
$2.05M -$6.83M -107,132 -79%
CIP
289
Convergence Investment Partners
Florida
$2.01M -$1.22M -19,223 -41%
Bessemer Group
290
Bessemer Group
New Jersey
$1.98M +$24.7K +388 +1%
FMT
291
First Mercantile Trust
Tennessee
$1.97M -$67.9K -1,065 -4%
WAM
292
World Asset Management
Michigan
$1.89M -$171K -2,688 -9%
N
293
Natixis
France
$1.86M +$172K +2,705 +12%
RC
294
RegentAtlantic Capital
New Jersey
$1.85M +$421K +6,615 +35%
PA
295
Pinnacle Associates
New York
$1.83M -$63.7K -1,000 -4%
PL
296
Parkwood LLC
Ohio
$1.81M -$800K -12,551 -34%
SC
297
SouthState Corp
Florida
$1.76M +$8.35K +131 +0.5%
GIBU
298
Gulf International Bank (UK)
United Kingdom
$1.75M -$331K -5,200 -18%
CIM
299
Calvert Investment Management
Maryland
$1.73M +$1.51M +23,748 New
OI
300
Oakbrook Investments
Illinois
$1.72M -$350K -5,500 -19%

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.