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United Airlines
UAL

502 hedge funds and large institutions have $23.9B invested in United Airlines in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $930M | Put options by funds: $491M

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

6% more funds holding

Funds holding: 473 → 502 (+29)

2% more capital invested

Capital invested by funds: $23.5B → $23.9B (+$396M)

3.36% less ownership

Funds ownership: 95.73% → 92.37% (-3.4%)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 189

23% less funds holding in top 10

Funds holding in top 10: 43 → 33 (-10)

Holders
502
Holders Change
+29
Holders Change %
+6.13%
% of All Funds
13.38%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.88%
New
83
Increased
165
Reduced
189
Closed
50
Calls
$930M
Puts
$491M
Net Calls
+$439M
Net Calls Change
-$178M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M
2
Goldman Sachs
Goldman Sachs
New York
+$178M
3
AL
AJO LP
Pennsylvania
+$156M
4
O
OppenheimerFunds
New York
+$79M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$73.5M

Top Sellers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
-$270M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$163M
3
Wells Fargo
Wells Fargo
California
-$140M
4
SM
Seminole Management
New York
-$114M
5
PC
PointState Capital
New York
-$88.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
301
Natixis Advisors
Massachusetts
$1.72M -$275K -4,055 -14%
SAM
302
Symphony Asset Management
California
$1.72M +$650K +9,592 +60%
GIBU
303
Gulf International Bank (UK)
United Kingdom
$1.7M – – –
KG
304
Karamaan Group
New York
$1.68M +$1.69M +25,000 New
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$1.66M +$1.03M +15,188 +159%
PI
306
Putnam Investments
Massachusetts
$1.62M +$1.63M +24,071 New
SDIC
307
South Dakota Investment Council
South Dakota
$1.59M +$1.61M +23,700 New
CL
308
CSS LLC
Illinois
$1.56M +$67.8K +1,000 +4%
NBC
309
Neuberger Berman Canada
Ontario, Canada
$1.55M +$1.57M +23,119 New
LPL Financial
310
LPL Financial
California
$1.53M -$104K -1,530 -6%
Stifel Financial
311
Stifel Financial
Missouri
$1.5M +$60.8K +897 +4%
ASC
312
Atalanta Sosnoff Capital
New York
$1.5M +$193K +2,855 +15%
SEI Investments
313
SEI Investments
Pennsylvania
$1.48M -$199K -2,932 -12%
US Bancorp
314
US Bancorp
Minnesota
$1.45M +$78.3K +1,155 +6%
TAM
315
Tocqueville Asset Management
New York
$1.38M +$132K +1,950 +11%
LS
316
Livforsakringsbolaget Skandia
Sweden
$1.38M +$499K +7,370 +56%
SCP
317
Scoria Capital Partners
Connecticut
$1.34M +$1.36M +20,000 New
VKH
318
Virtu KCG Holdings
New York
$1.32M -$871K -12,859 -40%
Envestnet Asset Management
319
Envestnet Asset Management
Illinois
$1.31M +$1.21M +17,889 +1,087%
B
320
Barings
North Carolina
$1.28M – – –
GMIM
321
General Motors Investment Management
New York
$1.26M -$400K -5,911 -24%
BCM
322
Beck Capital Management
Texas
$1.26M -$57.9K -855 -4%
GCM
323
Glendon Capital Management
California
$1.16M – – –
Lazard Asset Management
324
Lazard Asset Management
New York
$1.15M -$124K -1,825 -10%
FDS
325
First Dallas Securities
Texas
$1.09M -$47.4K -700 -4%
11 12
13
14 15

UAL Hedge Fund Activity: Q1 2015 in Review

502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2015, worth a combined $23.9B — up 1.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UAL positions and 50 closed out — a net gain of 33 holders — while 165 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Janus Henderson Investors US, cutting an estimated $270M.

  • 502 institutional investors held United Airlines (UAL) as of Q1 2015, up from 473 in Q4 2014.
  • Funds reported $23.9B of United Airlines stock for Q1 2015, up 1.7% quarter-over-quarter.
  • 83 funds opened new United Airlines positions in Q1 2015 and 50 closed out, a net change of +33 holders.
  • The largest United Airlines buyer in Q1 2015 was Fidelity Investments, an estimated $207M added.
  • The largest United Airlines seller in Q1 2015 was Janus Henderson Investors US, an estimated $270M sold.

Based on aggregated 13F filings for Q1 2015.