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United Airlines
UAL

Overview Fund Activity

397 hedge funds and large institutions have $14.9B invested in United Airlines in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 113 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+11
Holders Change %
+2.85%
% of All Funds
11.42%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.58%
New
69
Increased
148
Reduced
113
Closed
56
Calls
$1B
Puts
$346M
Net Calls
+$656M
Net Calls Change
+$262M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$824M
2
Capital World Investors
Capital World Investors
California
$1.56B
3
IAM
Impala Asset Management
Florida
$144M
4
Primecap Management
Primecap Management
California
$736M
5
Boston Partners
Boston Partners
Massachusetts
$80.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$655M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$582M
4
Capital Research Global Investors
Capital Research Global Investors
California
$203M
5
MCM
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
351
LS Investment Advisors
Michigan
$122K -$4.18K -102 -3%
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$78K – – –
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$78K +$44K +1,077 +129%
WRM
354
Westport Resources Management
Connecticut
$73K – – –
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$66K -$8.25K -200 -11%
CLOS
356
Compagnie Lombard Odier SCmA
Switzerland
$62K +$62K +1,515 New
LOAMS
357
Lombard Odier Asset Management (Switzerland)
Switzerland
$62K +$62K +1,515 New
BRWA
358
B. Riley Wealth Advisors
Florida
$55.4K +$55.4K +1,350 New
Bessemer Group
359
Bessemer Group
New Jersey
$49K -$16.3K -399 -25%
PTC
360
Private Trust Company
Ohio
$45K -$1.24K -30 -3%
KT
361
Kanaly Trust
Texas
$44K – – –
BBPWM
362
Blue Bell Private Wealth Management
Pennsylvania
$43K – – –
OC
363
Oakworth Capital
Alabama
$43K – – –
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K – – –
First Manhattan
365
First Manhattan
New York
$41K – – –
NSIM
366
North Star Investment Management
Illinois
$36K – – –
BAM
367
Barrett Asset Management
New York
$36K – – –
HMS
368
Hanseatic Management Services
New Mexico
$28K -$15.7K -388 -36%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$25K +$22.4K +551 +861%
LTFS
370
Ladenburg Thalmann Financial Services
Florida
$23K – – –
IRS
371
Invictus RG (Singapore)
Singapore
$18K +$18K +429 New
MFS
372
MSI Financial Services
Massachusetts
$17K -$19.4K -480 -53%
SAMC
373
Shinko Asset Management Company
Japan
$16K – – –
CFA
374
Carroll Financial Associates
North Carolina
$15K – – –
KPCM
375
Kings Point Capital Management
New York
$15K +$15K +372 New
13 14
15
16 17