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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
351
Zurich Insurance Group
Switzerland
$840K -$447K -7,013 -38%
LG
352
Leuthold Group
Minnesota
$835K -$233K -3,664 -24%
CSS
353
Cubist Systematic Strategies
Connecticut
$813K -$1.22M -19,121 -63%
CI
354
Cigna Investments
Connecticut
$798K +$698K +10,953 New
VKH
355
Virtu KCG Holdings
New York
$794K -$1.26M -19,700 -64%
HPCM
356
High Pointe Capital Management
Illinois
$785K -$110K -1,730 -14%
TAM
357
Tocqueville Asset Management
New York
$771K +$173K +2,717 +35%
DIA
358
Denver Investment Advisors
Colorado
$752K +$657K +10,313 New
CIBC World Market
359
CIBC World Market
Ontario, Canada
$736K -$2.39M -37,461 -79%
PA
360
Profund Advisors
Maryland
$733K +$117K +1,841 +22%
SW
361
SVB Wealth
Massachusetts
$731K -$390K -6,121 -38%
NCIM
362
New Century Investment Management
Michigan
$730K -$661K -10,374 -51%
AAI
363
American Assets Inc
California
$729K
XK
364
Xact Kapitalforvaltning
Sweden
$725K -$153K -2,400 -19%
VIA
365
Virtus Investment Advisers
Connecticut
$724K +$434K +6,806 +217%
APP
366
Avantax Planning Partners
Iowa
$718K +$628K +9,857 New
SC
367
Scotia Capital
Ontario, Canada
$703K +$320K +5,025 +109%
FA
368
FDx Advisors
Illinois
$700K +$237K +3,712 +63%
SCA
369
Salient Capital Advisors
Texas
$695K
CPIM
370
Columbia Partners Investment Management
Virginia
$688K +$602K +9,447 New
KRSITF
371
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$681K -$69.1K -1,085 -10%
CL
372
CSS LLC
Illinois
$681K
SACTSONJ
373
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$656K
Creative Planning
374
Creative Planning
Kansas
$643K -$1.41M -22,087 -71%
IR
375
Invictus RG
Bermuda
$618K -$55.4K -870 -9%

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.