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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
OI
376
Oakbrook Investments
Illinois
$311K +$258K +4,650 New
Acadian Asset Management
377
Acadian Asset Management
Massachusetts
$310K +$256K +4,629 New
ONB
378
Old National Bancorp
Indiana
$309K -$113K -2,044 -31%
TC
379
TradeLink Capital
Illinois
$304K – – –
ZDA
380
Zweig-DiMenna Associates
New York
$301K -$38.8K -700 -13%
PHK
381
Point72 Hong Kong
Hong Kong
$300K +$246K +4,445 +11,697%
GS
382
GAM Systematic
United Kingdom
$296K +$245K +4,425 New
BF
383
BOK Financial
Oklahoma
$288K -$98.6K -1,781 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
384
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$281K -$5.74M -103,580 -96%
PAG
385
Private Advisor Group
New Jersey
$278K +$230K +4,157 New
POA
386
Pergamon Offshore Advisors
New York
$277K +$229K +4,141 New
RCM
387
Reynolds Capital Management
Nevada
$274K +$227K +4,100 New
BA
388
Bridgewater Associates
Connecticut
$268K +$222K +4,000 New
CCA
389
Covey Capital Advisors
Georgia
$268K +$222K +4,000 New
MC
390
Maplelane Capital
New York
$268K +$222K +4,000 New
BRWM
391
B. Riley Wealth Management
Tennessee
$267K -$72K -1,300 -25%
ProShare Advisors
392
ProShare Advisors
Maryland
$262K -$42.6K -769 -16%
Truist Financial
393
Truist Financial
North Carolina
$261K +$216K +3,893 New
UR
394
USCA RIA
Texas
$261K +$216K +3,901 New
SB
395
Suntrust Banks
Georgia
$261K +$217K +3,914 New
NFG
396
Nadler Financial Group
Illinois
$250K -$66.5K -1,200 -24%
CAS
397
CTC Alternative Strategies
Illinois
$242K +$200K +3,614 New
ST
398
SpiderRock Trading
Illinois
$230K – – –
DC
399
Davenport & Co
Virginia
$224K +$186K +3,350 New
RCM
400
Rotella Capital Management
Washington
$221K +$183K +3,300 New
14 15
16
17 18

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.