United Airlines
502 hedge funds and large institutions have $23.9B invested in United Airlines in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 50 closing their positions.
89% more call options, than puts
Call options by funds: $930M | Put options by funds: $491M
66% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 50
6% more funds holding
Funds holding: 473 → 502 (+29)
2% more capital invested
Capital invested by funds: $23.5B → $23.9B (+$396M)
3.36% less ownership
Funds ownership: 95.73% → 92.37% (-3.4%)
13% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 189
23% less funds holding in top 10
Funds holding in top 10: 43 → 33 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$207M |
| 2 |
Goldman Sachs
New York
|
+$178M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$156M |
| 4 |
O
OppenheimerFunds
New York
|
+$79M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$73.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$270M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$163M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$140M |
| 4 |
SM
Seminole Management
New York
|
-$114M |
| 5 |
PC
PointState Capital
New York
|
-$88.7M |
UAL Hedge Fund Activity: Q1 2015 in Review
502 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2015, worth a combined $23.9B — up 1.7% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new UAL positions and 50 closed out — a net gain of 33 holders — while 165 added to existing stakes and 189 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Janus Henderson Investors US, cutting an estimated $270M.
- 502 institutional investors held United Airlines (UAL) as of Q1 2015, up from 473 in Q4 2014.
- Funds reported $23.9B of United Airlines stock for Q1 2015, up 1.7% quarter-over-quarter.
- 83 funds opened new United Airlines positions in Q1 2015 and 50 closed out, a net change of +33 holders.
- The largest United Airlines buyer in Q1 2015 was Fidelity Investments, an estimated $207M added.
- The largest United Airlines seller in Q1 2015 was Janus Henderson Investors US, an estimated $270M sold.
Based on aggregated 13F filings for Q1 2015.