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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
AP
376
Advisor Partners
California
$356K +$38.1K +552 +12%
AIP
377
Ameritas Investment Partners
Nebraska
$350K -$28.9K -418 -8%
SM
378
Southport Management
Wyoming
$347K +$345K +5,000 New
TFCP
379
Twin Focus Capital Partners
Massachusetts
$347K +$345K +5,000 New
VCA
380
Verdence Capital Advisors
Maryland
$343K +$341K +4,931 New
CI
381
Conning Inc
Connecticut
$337K -$13.1K -190 -4%
MC
382
Moors & Cabot
Massachusetts
$330K
AI
383
Atria Investments
North Carolina
$327K -$14.4K -208 -4%
PCM
384
Palisade Capital Management
New Jersey
$313K -$484K -7,000 -61%
WBC
385
Westpac Banking Corp
Australia
$309K
PL
386
Parkwood LLC
Ohio
$309K +$69.8K +1,011 +29%
AG
387
Advisor Group
Arizona
$306K -$331K -4,784 -52%
MNBTD
388
Moody National Bank Trust Division
Texas
$305K
ZCA
389
Zeke Capital Advisors
Pennsylvania
$305K +$303K +4,390 New
PHK
390
Point72 Hong Kong
Hong Kong
$304K +$293K +4,244 +3,316%
HCM
391
Hilton Capital Management
New York
$302K
JT
392
Jump Trading
Illinois
$291K +$135K +1,959 +88%
HCM
393
Howard Capital Management
Georgia
$290K +$69K +999 +31%
CG
394
Cutler Group
California
$288K -$933K -13,511 -76%
APG
395
Abacus Planning Group
South Carolina
$283K +$41.2K +596 +17%
Rafferty Asset Management
396
Rafferty Asset Management
New York
$280K +$278K +4,027 New
CAM
397
Cubic Asset Management
Massachusetts
$278K
UR
398
USCA RIA
Texas
$271K
FA
399
FDx Advisors
Illinois
$270K -$31.5K -456 -10%
PI
400
Putnam Investments
Massachusetts
$263K -$20.3M -294,527 -99%

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.