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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$676K – – –
FA
327
FDx Advisors
Illinois
$674K -$32.6K -589 -6%
CCM
328
Coe Capital Management
Illinois
$669K +$554K +10,000 New
PA
329
Profund Advisors
Maryland
$663K +$140K +2,526 +34%
AIG
330
American International Group
New York
$662K +$40.4K +729 +8%
VAM
331
Visium Asset Management
New York
$652K +$539K +9,740 New
SCM
332
Stevens Capital Management
Pennsylvania
$648K +$536K +9,682 New
BNP Paribas Asset Management
333
BNP Paribas Asset Management
France
$639K +$240K +4,338 +83%
NI
334
Numeric Investors
Massachusetts
$635K +$526K +9,500 New
BCIM
335
British Columbia Investment Management
British Columbia, Canada
$628K – – –
AB
336
Amalgamated Bank
New York
$623K +$19.8K +358 +4%
CCM
337
Cadence Capital Management
Massachusetts
$581K -$3.08M -55,550 -86%
CC
338
Cipher Capital
New York
$580K -$630K -11,384 -57%
CA
339
Commerzbank Aktiengesellschaft
Germany
$571K -$188K -3,394 -28%
CAM
340
Capstone Asset Management
Texas
$565K -$15K -270 -3%
SW
341
SVB Wealth
Massachusetts
$541K +$448K +8,081 New
DAM
342
Deltec Asset Management
New York
$535K – – –
CG
343
Clinton Group
New York
$524K +$433K +7,827 New
KeyBank National Association
344
KeyBank National Association
Ohio
$520K – – –
Twin Tree Management
345
Twin Tree Management
Texas
$515K -$859K -15,503 -67%
MC
346
Moors & Cabot
Massachusetts
$515K -$510K -9,200 -55%
CCIA
347
Campbell & Co Investment Adviser
Maryland
$504K -$263K -4,757 -39%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$503K -$40.4K -729 -9%
GCP
349
GSA Capital Partners
United Kingdom
$498K -$154K -2,772 -27%
MYLI
350
Meiji Yasuda Life Insurance
Japan
$495K +$410K +7,400 New
12 13
14
15 16

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.