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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
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$1.71M -$255K -4,003 -15%
M&T Bank
302
M&T Bank
New York
$1.7M +$66.9K +1,050 +5%
CPC
303
Cookson Peirce & Co
Pennsylvania
$1.7M +$1.48M +23,280 New
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$1.67M +$1.46M +22,871 New
GEM
305
Global Endowment Management
North Carolina
$1.61M +$1.41M +22,130 New
Janus Henderson Group
306
Janus Henderson Group
United Kingdom
$1.57M +$76.5K +1,200 +6%
LMGAM
307
Liberty Mutual Group Asset Management
Massachusetts
$1.56M +$16K +251 +1%
TCT
308
TIAA CREF Trust
Missouri
$1.55M +$114K +1,795 +9%
KRS
309
Kentucky Retirement Systems
Kentucky
$1.53M -$235K -3,689 -15%
AB
310
Amalgamated Bank
New York
$1.5M +$343K +5,391 +36%
Zurich Cantonal Bank
311
Zurich Cantonal Bank
Switzerland
$1.48M
KeyBank National Association
312
KeyBank National Association
Ohio
$1.47M -$140K -2,203 -10%
Baird Financial Group
313
Baird Financial Group
Wisconsin
$1.45M -$1.32M -20,690 -51%
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$1.45M -$233K -3,650 -16%
HJMC
315
Hellman Jordan Management Company
Massachusetts
$1.41M -$382K -6,000 -24%
NAM
316
NorthCoast Asset Management
Connecticut
$1.38M -$1.57M -24,651 -57%
CC
317
Cognios Capital
Kansas
$1.38M -$543K -8,529 -31%
LP
318
LMR Partners
United Kingdom
$1.33M -$6.74M -105,820 -85%
QSS
319
Quantitative Systematic Strategies
Florida
$1.33M +$1.16M +18,159 New
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$1.33M -$31.9K -500 -3%
SA
321
Strategic Advisors
New York
$1.31M
IG
322
ING Group
Netherlands
$1.22M +$365K +5,729 +53%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M -$13.1K -206 -1%
GS
324
GAM Systematic
United Kingdom
$1.18M +$910K +14,289 +767%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$1.16M +$73.7K +1,156 +8%

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.