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United Airlines

629 hedge funds and large institutions have $22.3B invested in United Airlines in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

19% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $1B

8% more funds holding

Funds holding: 580629 (+49)

1.29% more ownership

Funds ownership: 96.85%98.14% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 196

5% less capital invested

Capital invested by funds: $23.5B → $22.3B (-$1.2B)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
629
Holders Change
+49
Holders Change %
+8.45%
% of All Funds
14.02%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
120
Increased
208
Reduced
196
Closed
65
Calls
$1.19B
Puts
$1B
Net Calls
+$191M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
UH
326
Unigestion Holding
Switzerland
$1.06M +$1.11M +12,615 New
COPPSERS
327
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M -$554K -6,305 -34%
Wealthfront Advisers
328
Wealthfront Advisers
California
$1.03M +$1.09M +12,361 New
US Bancorp
329
US Bancorp
Minnesota
$1.02M -$11.9K -135 -1%
SKK
330
Shepherd Kaplan Krochuk
Massachusetts
$1.01M
BDF
331
Balasa Dinverno & Foltz
$1.01M +$189K +2,150 +22%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$1M -$123K -1,400 -10%
HJMC
333
Hellman Jordan Management Company
Massachusetts
$994K +$527K +6,000 +102%
GH
334
GAM Holding
Switzerland
$986K +$20.9K +238 +2%
Baird Financial Group
335
Baird Financial Group
Wisconsin
$973K -$80.3K -914 -7%
WIM
336
Westside Investment Management
California
$971K -$40K -455 -4%
LTFS
337
Ladenburg Thalmann Financial Services
Florida
$963K +$302K +3,439 +43%
CA
338
Cumberland Advisors
Florida
$963K +$1.01M +11,500 New
DCM
339
Driehaus Capital Management
Illinois
$926K +$972K +11,063 New
HIH
340
HRS Investment Holdings
New York
$921K +$966K +11,000 New
Wealth Enhancement Advisory Services
341
Wealth Enhancement Advisory Services
Minnesota
$907K +$930K +10,593 New
AA
342
ALPS Advisors
Colorado
$904K +$948K +10,796 New
ALAM
343
Asahi Life Asset Management
Japan
$897K +$941K +10,711 New
ECM
344
Elgethun Capital Management
South Dakota
$896K -$120K -1,364 -11%
LP
345
LMR Partners
United Kingdom
$896K +$940K +10,705 New
NIT
346
NumerixS Investment Technologies
British Columbia, Canada
$889K +$719K +8,190 +328%
CFB
347
Cullen/Frost Bankers
Texas
$886K -$137K -1,560 -13%
Fiera Capital (Canada)
348
Fiera Capital (Canada)
Quebec, Canada
$886K +$164K +1,871 +21%
SAM
349
Shell Asset Management
Netherlands
$880K -$305K -3,467 -25%
HAG
350
HighPoint Advisor Group
Illinois
$879K +$866K +9,859 New

UAL Hedge Fund Activity: Q4 2018 in Review

629 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2018, worth a combined $22.3B — down 5.1% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new UAL positions and 65 closed out — a net gain of 55 holders — while 208 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Berkshire Hathaway, cutting an estimated $355M.

  • 629 institutional investors held United Airlines (UAL) as of Q4 2018, up from 580 in Q3 2018.
  • Funds reported $22.3B of United Airlines stock for Q4 2018, down 5.1% quarter-over-quarter.
  • 120 funds opened new United Airlines positions in Q4 2018 and 65 closed out, a net change of +55 holders.
  • The largest United Airlines buyer in Q4 2018 was Goldman Sachs, an estimated $274M added.
  • The largest United Airlines seller in Q4 2018 was Berkshire Hathaway, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2018.