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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
401
Strategic Advisors
New York
$221K +$183K +3,305 New
SHA
402
Smith Hayes Advisers
Nebraska
$212K +$176K +3,175 New
GH
403
GAM Holding
Switzerland
$208K +$90K +1,625 +110%
CWM
404
Concert Wealth Management
California
$207K +$170K +3,077 New
CS
405
Comerica Securities
Michigan
$205K +$170K +3,070 New
TCM
406
Tradewinds Capital Management
Washington
$204K – – –
SKK
407
Shepherd Kaplan Krochuk
Massachusetts
$204K +$169K +3,050 New
EMG
408
Ellington Management Group
Connecticut
$201K -$255K -4,600 -61%
PC
409
Pecaut & Co
Iowa
$201K +$166K +3,000 New
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$198K – – –
MAM
411
Majedie Asset Management
United Kingdom
$187K +$155K +2,793 New
NIMI
412
Natixis Investment Managers International
France
$184K +$152K +2,753 New
LIA
413
LS Investment Advisors
Michigan
$157K -$35.4K -640 -21%
WRM
414
Westport Resources Management
Connecticut
$131K +$10.2K +185 +10%
IRS
415
Invictus RG (Singapore)
Singapore
$129K +$18.5K +334 +21%
Bessemer Group
416
Bessemer Group
New Jersey
$117K +$30.4K +549 +46%
AP
417
Advisors Preferred
Maryland
$113K +$66.6K +1,203 +250%
Envestnet Asset Management
418
Envestnet Asset Management
Illinois
$110K +$79.9K +1,442 +710%
NPC
419
National Planning Corporation
California
$108K +$91.4K +1,651 New
TDC
420
Thompson Davis & Co
Virginia
$107K +$88.3K +1,595 New
MFS
421
MSI Financial Services
Massachusetts
$99K +$47.9K +865 +140%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$98K -$4.98K -90 -6%
Toronto Dominion Bank
423
Toronto Dominion Bank
Ontario, Canada
$93K +$77.5K +1,400 New
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$87K -$16.6K -300 -19%
SOAMC
425
Spirit of America Management Corp
New York
$80K +$66.5K +1,200 New
15 16
17
18 19

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.