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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
BCM
326
Bluefin Capital Management
New York
$1.14M +$778K +12,214 +358%
BDF
327
Balasa Dinverno & Foltz
$1.13M -$357K -5,597 -27%
EVM
328
Eaton Vance Management
Massachusetts
$1.11M
DA
329
Denali Advisors
California
$1.09M +$949K +14,900 New
FQ
330
First Quadrant
California
$1.06M +$892 +14 +0.1%
HMS
331
Hanseatic Management Services
New Mexico
$1.06M +$927K +14,541 New
Tudor Investment Corp
332
Tudor Investment Corp
Connecticut
$1.06M -$479K -7,522 -34%
PCM
333
Penserra Capital Management
California
$1.06M +$925K +14,514 New
QOP
334
Quinn Opportunity Partners
Virginia
$1.05M
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$1.05M -$71.9K -1,129 -7%
Natixis Advisors
336
Natixis Advisors
Massachusetts
$1.04M +$215K +3,367 +31%
Nomura Asset Management
337
Nomura Asset Management
Japan
$1.03M -$172K -2,700 -16%
Skandinaviska Enskilda Banken (SEB)
338
Skandinaviska Enskilda Banken (SEB)
Sweden
$998K -$1.38M -21,600 -61%
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$996K +$275K +4,309 +46%
LCM
340
Laurion Capital Management
New York
$991K -$1.84M -28,800 -68%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$983K +$135K +2,121 +19%
PSUF
342
People's United Financial
Connecticut
$980K +$857K +13,452 New
MERSOM
343
Municipal Employees' Retirement System of Michigan
Michigan
$961K -$76.5K -1,200 -8%
EGA
344
E&G Advisors
Texas
$955K +$835K +13,100 New
SKK
345
Shepherd Kaplan Krochuk
Massachusetts
$889K -$120K -1,883 -13%
EI
346
Elkhorn Investments
Illinois
$881K +$771K +12,095 New
BA
347
Boston Advisors
Massachusetts
$864K -$177K -2,782 -19%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$857K +$39.3K +617 +6%
PC
349
Palo Capital
California
$848K -$204K -3,208 -22%
GIA
350
Gargoyle Investment Advisor
New Jersey
$842K -$250K -3,920 -25%

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.