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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
351
Scotia Capital
Ontario, Canada
$484K -$11.6K -210 -3%
AIA
352
Avalon Investment & Advisory
Texas
$482K +$399K +7,200 New
PVWM
353
Point View Wealth Management
New Jersey
$461K -$30.8K -557 -7%
PAM
354
Panagora Asset Management
Massachusetts
$460K -$7.37K -133 -2%
OMCS
355
Old Mutual Customised Solutions
South Africa
$435K – – –
Jacobs Levy Equity Management
356
Jacobs Levy Equity Management
New Jersey
$435K +$360K +6,500 New
CSS
357
Cubist Systematic Strategies
Connecticut
$434K -$5.36M -96,781 -94%
FMW
358
Farr Miller & Washington
District of Columbia
$431K – – –
HT
359
HighTower Trust
Texas
$417K – – –
LTFS
360
Ladenburg Thalmann Financial Services
Florida
$406K +$298K +5,374 +823%
DL
361
Delta Lloyd
Netherlands
$395K +$327K +5,901 New
BPGAM
362
BTG Pactual Global Asset Management
Bermuda
$381K +$316K +5,700 New
TH
363
Timber Hill
Connecticut
$373K -$1.8M -32,557 -85%
HTC
364
Haverford Trust Company
Pennsylvania
$373K – – –
BCM
365
BlueCrest Capital Management
Jersey
$368K +$305K +5,500 New
QOP
366
Quinn Opportunity Partners
Virginia
$367K +$305K +5,500 New
BC
367
Banced Corp
Illinois
$357K +$20.6K +372 +7%
ARC
368
Absolute Return Capital
Massachusetts
$353K +$292K +5,273 New
NIM
369
NXG Investment Management
Texas
$346K +$286K +5,170 New
Los Angeles Capital Management
370
Los Angeles Capital Management
California
$345K -$22.5M -406,010 -99%
EWM
371
Evercore Wealth Management
New York
$337K +$2.6K +47 +0.9%
SRAM
372
Stone Ridge Asset Management
New York
$334K +$277K +5,000 New
CMBA
373
C.M. Bidwell & Associates
Hawaii
$324K +$269K +4,850 New
Commonwealth Equity Services
374
Commonwealth Equity Services
Massachusetts
$324K +$269K +4,851 New
AIM
375
Allen Investment Management
New York
$321K +$266K +4,805 New
13 14
15
16 17

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.