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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
PSUF
301
People's United Financial
Connecticut
$937K +$6.98K +101 +0.8%
OTPPB
302
Ontario Teachers' Pension Plan Board
Ontario, Canada
$932K -$1.27M -18,363 -58%
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$932K -$128K -1,858 -12%
AG
304
AlphaSimPlex Group
Massachusetts
$927K +$921K +13,337 New
CFB
305
Cullen/Frost Bankers
Texas
$924K -$1.24K -18 -0.1%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$889K +$103K +1,486 +13%
ID
307
Integral Derivatives
New York
$880K -$27.7K -401 -3%
KRS
308
Kentucky Retirement Systems
Kentucky
$877K -$200K -2,900 -19%
ECM
309
Element Capital Management
New York
$870K +$865K +12,525 New
Daiwa Securities Group
310
Daiwa Securities Group
Japan
$863K +$8.71K +126 +1%
SAM
311
Shell Asset Management
Netherlands
$842K
GH
312
GAM Holding
Switzerland
$839K +$834K +12,074 New
MSV
313
MN Services Vermogensbeheer
Netherlands
$838K
SKK
314
Shepherd Kaplan Krochuk
Massachusetts
$836K
LTFS
315
Ladenburg Thalmann Financial Services
Florida
$829K -$30.3K -438 -4%
LG
316
Leuthold Group
Minnesota
$824K -$98.4K -1,425 -11%
WIM
317
Westside Investment Management
California
$796K +$51.8K +750 +7%
MERSOM
318
Municipal Employees' Retirement System of Michigan
Michigan
$789K
PAM
319
Panagora Asset Management
Massachusetts
$786K -$1.74M -25,124 -69%
LIA
320
LS Investment Advisors
Michigan
$779K +$163K +2,354 +27%
FANJ
321
Financial Architects (New Jersey)
New Jersey
$778K -$491K -7,100 -39%
CWM
322
Calamos Wealth Management
Illinois
$754K -$11.8K -171 -2%
OC
323
Oppenheimer & Co
New York
$745K -$736K -10,651 -50%
NAM
324
Nissay Asset Management
Japan
$738K +$13.7K +199 +2%
CCM
325
Cadence Capital Management
Massachusetts
$737K +$331K +4,787 +82%

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.