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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
Squarepoint
401
Squarepoint
New York
$438K -$3.46M -54,381 -90%
Stifel Financial
402
Stifel Financial
Missouri
$432K -$269K -4,219 -41%
FB
403
Fulton Bank
Pennsylvania
$425K +$19.1K +299 +5%
IB
404
Intrust Bank
Kansas
$415K -$27.3K -429 -7%
SB
405
Suntrust Banks
Georgia
$403K +$21.9K +344 +7%
Fuller & Thaler Asset Management
406
Fuller & Thaler Asset Management
California
$394K
TRCT
407
Tower Research Capital (TRC)
New York
$394K +$332K +5,210 +2,579%
MYAM
408
Meiji Yasuda Asset Management
Japan
$385K -$102K -1,600 -23%
BIM
409
Beach Investment Management
Pennsylvania
$380K +$333K +5,220 New
ONB
410
Old National Bancorp
Indiana
$377K +$75.2K +1,180 +30%
GL
411
GLG LLC
New York
$370K +$20.6K +323 +7%
MC
412
Moors & Cabot
Massachusetts
$366K
FANJ
413
Financial Architects (New Jersey)
New Jersey
$364K -$76.5K -1,200 -19%
Nordea Investment Management
414
Nordea Investment Management
Sweden
$348K
Jennison Associates
415
Jennison Associates
New York
$346K +$302K +4,746 New
PAG
416
Private Advisor Group
New Jersey
$339K +$21K +329 +8%
HH
417
Hilltop Holdings
Texas
$338K
AP
418
Advisor Partners
California
$335K +$293K +4,600 New
William Blair & Company
419
William Blair & Company
Illinois
$324K +$283K +4,444 New
MNBTD
420
Moody National Bank Trust Division
Texas
$320K
HCM
421
Hilton Capital Management
New York
$317K
CG
422
Clinton Group
New York
$317K +$277K +4,348 New
Cambridge Investment Research Advisors
423
Cambridge Investment Research Advisors
Iowa
$301K -$90.2K -1,415 -26%
SAM
424
Shell Asset Management
Netherlands
$301K -$3.5K -55 -1%
NPC
425
National Planning Corporation
California
$296K

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.