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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
276
UBS O'Connor
Illinois
$1.18M +$1.17M +16,958 New
JMPWA
277
JP Morgan Private Wealth Advisors
California
$1.16M -$225K -3,252 -16%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$1.14M +$1.13M +16,376 New
Arrowstreet Capital
279
Arrowstreet Capital
Massachusetts
$1.13M +$1.12M +16,200 New
HCM
280
Highlander Capital Management
New Jersey
$1.12M +$86.4K +1,250 +8%
EGA
281
E&G Advisors
Texas
$1.12M +$435K +6,300 +64%
SAM
282
Silphium Asset Management
United Kingdom
$1.11M +$553K +8,000 +100%
KI
283
Koch Industries
Kansas
$1.1M +$634K +9,180 +137%
US Bancorp
284
US Bancorp
Minnesota
$1.1M -$7.81K -113 -0.7%
Twin Tree Management
285
Twin Tree Management
Texas
$1.09M -$441K -6,386 -29%
Nomura Asset Management
286
Nomura Asset Management
Japan
$1.09M +$107K +1,545 +11%
UA
287
Unison Advisors
District of Columbia
$1.09M
GXMC
288
Global X Management Company
New York
$1.07M -$321K -4,646 -23%
DnB Asset Management
289
DnB Asset Management
Norway
$1.04M
QSS
290
Quantitative Systematic Strategies
Florida
$1.03M +$446K +6,462 +77%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$1.03M -$27.6K -400 -3%
XSC
292
X-Square Capital
Puerto Rico
$1.02M +$2.9K +42 +0.3%
FQ
293
First Quadrant
California
$1.01M
Baird Financial Group
294
Baird Financial Group
Wisconsin
$1.01M +$48.2K +697 +5%
QOP
295
Quinn Opportunity Partners
Virginia
$1M
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
$992K -$3.43M -49,639 -78%
WAM
297
World Asset Management
Michigan
$992K -$427K -6,174 -30%
SB
298
Suntrust Banks
Georgia
$985K +$979K +14,166 New
Public Sector Pension Investment Board (PSP Investments)
299
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$962K
VSI
300
Verde Servicos Internacionais
Brazil
$959K +$954K +13,808 New

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.