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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
NIT
301
NumerixS Investment Technologies
British Columbia, Canada
$1.03M +$853K +15,400 New
PRCM
302
Pine River Capital Management
Minnesota
$1.03M +$853K +15,400 New
TCA
303
Taconic Capital Advisors
New York
$1M +$831K +15,000 New
AAF
304
Andra AP-fonden
Sweden
$990K -$731K -13,200 -47%
FQ
305
First Quadrant
California
$984K +$7.48K +135 +0.9%
SI
306
Stephens Inc
Arkansas
$963K +$798K +14,400 New
SFP
307
Santa Fe Partners
New Mexico
$930K -$1.39M -25,134 -64%
Jane Street
308
Jane Street
New York
$914K +$456K +8,230 +152%
CCM
309
Catapult Capital Management
New York
$914K +$757K +13,664 New
PCM
310
Prelude Capital Management
New York
$894K -$1.46M -26,310 -66%
PAM
311
Paradigm Asset Management
New York
$888K – – –
LS
312
Livforsakringsbolaget Skandia
Sweden
$877K – – –
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$864K -$76.2K -1,375 -10%
HCM
314
Highbridge Capital Management
New York
$846K -$6.07M -109,632 -90%
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$838K -$94.3K -1,702 -12%
CCMU
316
Cheyne Capital Management (UK)
United Kingdom
$836K +$692K +12,500 New
WAM
317
World Asset Management
Michigan
$823K -$255K -4,605 -27%
CBU
318
CIBC Bank USA
Illinois
$809K – – –
SAM
319
Shell Asset Management
Netherlands
$802K -$139K -2,502 -17%
PAM
320
Princeton Alpha Management
New Jersey
$793K -$1.63M -29,375 -71%
AHB
321
Abner Herrman & Brock
New Jersey
$771K -$5.43M -98,135 -89%
QT
322
Quantbot Technologies
New York
$760K -$2.17M -39,238 -78%
JMPWA
323
JP Morgan Private Wealth Advisors
California
$738K +$4.04K +73 +0.7%
FB
324
Fulton Bank
Pennsylvania
$736K +$138K +2,496 +29%
WAS
325
Winch Advisory Services
Wisconsin
$717K +$594K +10,726 New
11 12
13
14 15

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.