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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
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$604K +$528K +8,290 New
CCMT
377
CMT Capital Markets Trading
Germany
$597K +$182K +2,856 +53%
IGIM
378
I.G. Investment Management
Manitoba, Canada
$590K
V
379
Veritable
Delaware
$590K +$515K +8,089 New
JG
380
Jefferies Group
New York
$565K +$419K +6,579 +560%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$563K -$44.1K -692 -8%
SAM
382
Symphony Asset Management
California
$541K +$473K +7,420 New
QT
383
Quantbot Technologies
New York
$540K -$2.79M -43,809 -86%
BTS
384
BB&T Securities
Virginia
$523K
AIP
385
Ameritas Investment Partners
Nebraska
$511K
CC
386
ClearArc Capital
Ohio
$510K -$11.7K -184 -3%
LIA
387
LS Investment Advisors
Michigan
$504K -$336K -5,268 -43%
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$493K +$27.9K +438 +7%
Truist Financial
389
Truist Financial
North Carolina
$485K -$19.6K -308 -4%
CCI
390
Credit Capital Investments
New Jersey
$481K -$9.15M -143,638 -72%
PVWM
391
Point View Wealth Management
New Jersey
$479K
LPL Financial
392
LPL Financial
California
$477K -$559K -8,777 -57%
RJFSA
393
Raymond James Financial Services Advisors
Florida
$475K -$42.2K -662 -9%
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$475K +$35K +550 +9%
CI
395
Conning Inc
Connecticut
$466K -$47.8K -750 -11%
WIM
396
Westside Investment Management
California
$458K +$389K +6,110 New
HT
397
HighTower Trust
Texas
$455K
BF
398
BOK Financial
Oklahoma
$454K -$11.5K -181 -3%
W
399
Wealthfront
California
$452K +$65.6K +1,029 +20%
ECM
400
Everence Capital Management
Indiana
$446K -$61.6K -967 -14%

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.