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United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
376
Wealthfront
California
$550K +$3.05K +37 +0.6%
William Blair & Company
377
William Blair & Company
Illinois
$542K -$742 -9 -0.1%
UCFA
378
United Capital Financial Advisors
Texas
$536K +$18.1K +219 +4%
CC
379
ClearArc Capital
Ohio
$529K -$7.83K -95 -2%
HJMC
380
Hellman Jordan Management Company
Massachusetts
$523K -$412K -5,000 -46%
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$519K +$481K +5,832 New
BAM
382
Belpointe Asset Management
Nevada
$503K +$466K +5,647 New
AG
383
Advisor Group
Arizona
$495K -$54.4K -659 -11%
DTL
384
Dynamic Technology Lab
Singapore
$490K -$411K -4,981 -48%
PAM
385
Paradigm Asset Management
New York
$490K +$454K +5,500 New
ACA
386
Atlas Capital Advisors
Wyoming
$480K +$444K +5,387 +5,281%
FA
387
Fagan Associates
New York
$479K -$8.25K -100 -2%
RIM
388
Regent Investment Management
Kentucky
$476K -$136K -1,653 -24%
AAC
389
Acorn Advisory Capital
New York
$463K +$429K +5,200 New
ECM
390
Everence Capital Management
Indiana
$454K -$369K -4,470 -47%
Macquarie Group
391
Macquarie Group
Australia
$454K -$16.5K -200 -4%
BS
392
Banco Santander
Spain
$448K +$415K +5,027 New
FAAS
393
First Allied Advisory Services
California
$447K +$174K +2,110 +73%
FANJ
394
Financial Architects (New Jersey)
New Jersey
$446K -$511K -6,200 -55%
SAM
395
Silphium Asset Management
United Kingdom
$445K -$412K -5,000 -50%
TFCP
396
Twin Focus Capital Partners
Massachusetts
$445K – – –
NIPH
397
NN Investment Partners Holdings
Netherlands
$445K +$412K +4,998 New
AI
398
Atria Investments
North Carolina
$439K +$34.8K +422 +9%
Mariner
399
Mariner
Kansas
$436K +$150K +1,819 +59%
HIM
400
Hillsdale Investment Management
Ontario, Canada
$427K +$396K +4,800 New
14 15
16
17 18

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.