We are live on ! Find out more
UAL icon

United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
401
First Allied Advisory Services
California
$453K +$44.9K +532 +10%
AP
402
Advisor Partners
California
$450K -$96K -1,138 -17%
SMDAM
403
Sumitomo Mitsui DS Asset Management
Japan
$443K -$26K -308 -5%
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
$440K +$465K +5,509 New
ECM
405
Everence Capital Management
Indiana
$431K +$25.3K +300 +6%
BCM
406
BBT Capital Management
Texas
$429K +$454K +5,379 New
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$409K -$203K -2,400 -32%
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$408K -$267K -3,159 -38%
PAM
409
Paradigm Asset Management
New York
$407K -$25.3K -300 -6%
Capstone Investment Advisors
410
Capstone Investment Advisors
New York
$406K +$430K +5,091 New
FANJ
411
Financial Architects (New Jersey)
New Jersey
$400K
TFCP
412
Twin Focus Capital Partners
Massachusetts
$399K
FA
413
Fagan Associates
New York
$397K
TRCT
414
Tower Research Capital (TRC)
New York
$396K +$223K +2,644 +114%
William Blair & Company
415
William Blair & Company
Illinois
$394K +$46.3K +549 +13%
GC
416
Globeflex Capital
California
$389K -$137K -1,626 -25%
QI
417
QS Investors
New York
$377K +$177K +2,100 +80%
PHK
418
Point72 Hong Kong
Hong Kong
$377K +$390K +4,621 +4,621%
AAC
419
Acorn Advisory Capital
New York
$367K +$388K +4,600 New
PAG
420
Private Advisor Group
New Jersey
$363K +$34.9K +413 +10%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$355K -$6.08K -72 -2%
MNBTD
422
Moody National Bank Trust Division
Texas
$351K -$14.5K -172 -4%
HCM
423
Hilton Capital Management
New York
$347K
MFAM
424
Motley Fool Asset Management
Virginia
$346K +$69K +817 +23%
FAF
425
Fjarde Ap-fonden
Sweden
$345K +$319K +3,779 +696%

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.