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United Airlines

629 hedge funds and large institutions have $22.3B invested in United Airlines in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

19% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $1B

8% more funds holding

Funds holding: 580629 (+49)

1.29% more ownership

Funds ownership: 96.85%98.14% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 196

5% less capital invested

Capital invested by funds: $23.5B → $22.3B (-$1.2B)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
629
Holders Change
+49
Holders Change %
+8.45%
% of All Funds
14.02%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
120
Increased
208
Reduced
196
Closed
65
Calls
$1.19B
Puts
$1B
Net Calls
+$191M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
376
Palo Capital
California
$659K
ACA
377
Atlas Capital Advisors
Wyoming
$658K +$208K +2,369 +43%
Tudor Investment Corp
378
Tudor Investment Corp
Connecticut
$644K -$4.18M -47,539 -86%
PGWM
379
Parisi Gray Wealth Management
New Jersey
$641K
BF
380
BOK Financial
Oklahoma
$638K +$28.4K +323 +4%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$630K +$105K +1,200 +19%
SP
382
Symmetry Partners
Connecticut
$630K +$661K +7,525 New
LBD
383
Landsberg Bennett & Dubbaneh
Florida
$613K +$643K +7,320 New
RCG
384
Rock Creek Group
District of Columbia
$605K +$635K +7,227 New
V
385
Veritable
Delaware
$601K +$21.1K +240 +3%
AC
386
Addison Capital
Pennsylvania
$597K -$5.45K -62 -0.9%
AP
387
Advisor Partners
California
$567K +$48.1K +548 +9%
OC
388
Oppenheimer & Co
New York
$552K +$9.75K +111 +2%
AIL
389
AGF Investments LLC
Ontario, Canada
$550K +$572K +6,510 +11,034%
GC
390
Globeflex Capital
California
$545K
GEM
391
Global Endowment Management
North Carolina
$540K -$1.01M -11,500 -64%
HR
392
Hayden Royal
North Carolina
$539K +$565K +6,437 New
NICM
393
Neo Ivy Capital Management
New York
$538K +$564K +6,426 New
PVWM
394
Point View Wealth Management
New Jersey
$535K
ZCA
395
Zeke Capital Advisors
Pennsylvania
$528K +$168K +1,915 +44%
FHB
396
First Hawaiian Bank
Hawaii
$528K +$547K +6,230 +9,439%
SC
397
SRB Corp
Massachusetts
$527K
RIM
398
Regent Investment Management
Kentucky
$527K +$83.7K +953 +18%
UCFA
399
United Capital Financial Advisors
Texas
$518K +$14.3K +163 +3%
MERSOM
400
Municipal Employees' Retirement System of Michigan
Michigan
$515K +$540K +6,150 New

UAL Hedge Fund Activity: Q4 2018 in Review

629 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2018, worth a combined $22.3B — down 5.1% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new UAL positions and 65 closed out — a net gain of 55 holders — while 208 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Berkshire Hathaway, cutting an estimated $355M.

  • 629 institutional investors held United Airlines (UAL) as of Q4 2018, up from 580 in Q3 2018.
  • Funds reported $22.3B of United Airlines stock for Q4 2018, down 5.1% quarter-over-quarter.
  • 120 funds opened new United Airlines positions in Q4 2018 and 65 closed out, a net change of +55 holders.
  • The largest United Airlines buyer in Q4 2018 was Goldman Sachs, an estimated $274M added.
  • The largest United Airlines seller in Q4 2018 was Berkshire Hathaway, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2018.