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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
SG Americas Securities
401
SG Americas Securities
New York
$512K -$2.72M -31,021 -84%
Connor, Clark & Lunn Investment Management (CC&L)
402
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$511K +$536K +6,100 New
SMG
403
Spectrum Management Group
Indiana
$508K +$533K +6,065 New
Commonwealth Equity Services
404
Commonwealth Equity Services
Massachusetts
$495K -$239K -2,722 -32%
FSA
405
Fort Sheridan Advisors
Illinois
$494K +$518K +5,900 New
SMDAM
406
Sumitomo Mitsui DS Asset Management
Japan
$491K -$86K -979 -14%
UAS
407
United Asset Strategies
New York
$481K +$504K +5,740 New
Assenagon Asset Management
408
Assenagon Asset Management
Luxembourg
$454K +$476K +5,424 New
PAM
409
Paradigm Asset Management
New York
$452K -$8.78K -100 -2%
AG
410
Advisor Group
Arizona
$451K -$15.8K -180 -3%
PP
411
Paloma Partners
Connecticut
$435K -$6.07M -69,055 -93%
ECM
412
Everence Capital Management
Indiana
$427K
FAAS
413
First Allied Advisory Services
California
$426K +$7.38K +84 +2%
MA
414
MUFG Americas
New York
$421K +$442K +5,028 New
FANJ
415
Financial Architects (New Jersey)
New Jersey
$420K
TFCP
416
Twin Focus Capital Partners
Massachusetts
$419K
FA
417
Fagan Associates
New York
$417K -$35.1K -400 -7%
HIM
418
Hillsdale Investment Management
Ontario, Canada
$402K
XK
419
Xact Kapitalforvaltning
Sweden
$396K -$388K -4,415 -48%
FDS
420
First Dallas Securities
Texas
$396K -$145K -1,650 -26%
ER
421
Enlightenment Research
Florida
$393K +$412K +4,691 New
CMTU
422
Capital Markets Trading (UK)
United Kingdom
$385K +$404K +4,595 New
MNBTD
423
Moody National Bank Trust Division
Texas
$382K +$15.1K +172 +4%
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$379K +$17.7K +201 +5%
MML Investors Services
425
MML Investors Services
Massachusetts
$376K +$29.5K +336 +8%

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.