We are live on ! Find out more
UAL icon

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
XK
326
Xact Kapitalforvaltning
Sweden
$725K +$4.21K +61 +0.6%
LMGAM
327
Liberty Mutual Group Asset Management
Massachusetts
$716K
P
328
Pitcairn
Pennsylvania
$713K -$579K -8,386 -45%
HPCM
329
High Pointe Capital Management
Illinois
$703K -$38K -550 -5%
KSCM
330
Kamunting Street Capital Management
Florida
$695K -$6.22M -90,000 -90%
DMK
331
David M. Knott
$695K
MIH
332
Meitav Investment House
Israel
$695K +$138K +2,000 +25%
PC
333
Palo Capital
California
$681K -$20.7K -300 -3%
N
334
Nuveen
North Carolina
$675K +$13.5K +195 +2%
PCM
335
Princeton Capital Management
New Jersey
$665K -$57.8K -837 -8%
BDF
336
Balasa Dinverno & Foltz
$665K -$25.2K -365 -4%
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$665K +$108K +1,567 +20%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$664K -$10.8K -157 -2%
ECM
339
Elgethun Capital Management
South Dakota
$662K +$280K +4,053 +74%
Group One Trading
340
Group One Trading
Illinois
$643K -$1.38M -19,906 -68%
Creative Planning
341
Creative Planning
Kansas
$632K -$10.1K -146 -2%
WMSA
342
Weiss Multi-Strategy Advisers
New York
$620K -$4.36M -63,072 -88%
CI
343
Cigna Investments
Connecticut
$617K -$23.6K -342 -4%
AC
344
Addison Capital
Pennsylvania
$617K -$14.7K -213 -2%
IUHSA
345
Itau Unibanco Holding S.A.
Brazil
$594K +$267K +3,870 +83%
FDS
346
First Dallas Securities
Texas
$584K -$125K -1,810 -17%
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$575K -$366K -5,299 -39%
KCM
348
Karp Capital Management
California
$556K
PA
349
Profund Advisors
Maryland
$553K -$35.9K -519 -6%
PGWM
350
Parisi Gray Wealth Management
New Jersey
$534K -$4.91K -71 -0.9%

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.