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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Achmea Investment Management
Netherlands
$511K
CIBC World Market
352
CIBC World Market
Ontario, Canada
$511K +$62.9K +910 +14%
KBC Group
353
KBC Group
Belgium
$503K
BF
354
BOK Financial
Oklahoma
$499K +$37K +536 +8%
V
355
Veritable
Delaware
$491K -$66K -955 -12%
CFA
356
Camarda Financial Advisors
Florida
$475K -$28.2K -408 -6%
PVWM
357
Point View Wealth Management
New Jersey
$475K
ECM
358
Everence Capital Management
Indiana
$470K +$175K +2,540 +60%
DekaBank Deutsche Girozentrale
359
DekaBank Deutsche Girozentrale
Germany
$467K +$55.3K +800 +14%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$462K -$8.01K -116 -2%
LCM
361
Landscape Capital Management
New Jersey
$458K -$1.2M -17,359 -72%
W
362
Wealthfront
California
$457K +$62.5K +904 +16%
Nordea Investment Management
363
Nordea Investment Management
Sweden
$450K +$11.5K +166 +3%
William Blair & Company
364
William Blair & Company
Illinois
$428K -$30.7K -444 -7%
CC
365
ClearArc Capital
Ohio
$428K -$16.4K -238 -4%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$425K -$25.1K -364 -6%
QC
367
QCM Cayman
Texas
$418K +$203K +2,935 +95%
RIM
368
Regent Investment Management
Kentucky
$417K +$6.91K +100 +2%
WIA
369
Wealthstreet Investment Advisors
Texas
$417K +$173K +2,500 +71%
IRF
370
IBM Retirement Fund
New York
$412K -$58.4K -845 -12%
JA
371
JOYN Advisors
Georgia
$388K -$260K -3,769 -40%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$385K -$79.2K -1,147 -17%
RIM
373
Rampart Investment Management
Connecticut
$385K +$160K +2,322 +72%
Macquarie Group
374
Macquarie Group
Australia
$375K -$4.26M -61,643 -92%
GIA
375
Gargoyle Investment Advisor
New Jersey
$358K -$345K -5,000 -49%

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.