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United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
326
Panagora Asset Management
Massachusetts
$1.01M +$5.11K +62 +0.5%
PG
327
Pendal Group
Australia
$1M -$199K -2,411 -18%
MSV
328
MN Services Vermogensbeheer
Netherlands
$994K -$74.2K -900 -7%
AC
329
Ascend Capital
California
$993K +$920K +11,155 New
Man Group
330
Man Group
United Kingdom
$979K -$2.73M -33,079 -75%
PA
331
Profund Advisors
Maryland
$951K +$196K +2,377 +29%
CWM
332
Calamos Wealth Management
Illinois
$946K -$4.12K -50 -0.5%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$940K +$90.8K +1,101 +12%
NAM
334
Nissay Asset Management
Japan
$925K +$4.29K +52 +0.5%
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$922K -$252K -3,052 -23%
HPCM
336
High Pointe Capital Management
Illinois
$901K – – –
AIM
337
Achmea Investment Management
Netherlands
$899K -$384K -4,657 -32%
BDF
338
Balasa Dinverno & Foltz
$880K +$20.6K +250 +3%
KRS
339
Kentucky Retirement Systems
Kentucky
$868K -$21K -255 -3%
LMGAM
340
Liberty Mutual Group Asset Management
Massachusetts
$839K – – –
XK
341
Xact Kapitalforvaltning
Sweden
$815K -$427K -5,183 -36%
B
342
BP
United Kingdom
$801K +$742K +9,000 New
Fiera Capital (Canada)
343
Fiera Capital (Canada)
Quebec, Canada
$776K -$1.79M -21,739 -71%
RJFSA
344
Raymond James Financial Services Advisors
Florida
$774K +$198K +2,404 +38%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$773K -$33.3K -404 -4%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$769K +$129K +1,569 +22%
VSI
347
Verde Servicos Internacionais
Brazil
$758K -$92.4K -1,120 -9%
AIM
348
Alambic Investment Management
California
$751K +$695K +8,430 New
NIM
349
NuWave Investment Management
New Jersey
$743K +$688K +8,346 New
LTFS
350
Ladenburg Thalmann Financial Services
Florida
$718K -$320K -3,882 -33%
12 13
14
15 16

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.