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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
KT
426
Kanaly Trust
Texas
$72K – – –
BBPWM
427
Blue Bell Private Wealth Management
Pennsylvania
$70K – – –
OC
428
Oakworth Capital
Alabama
$70K – – –
JFGIW
429
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K – – –
First Manhattan
430
First Manhattan
New York
$66K +$16.1K +290 +41%
NSIM
431
North Star Investment Management
Illinois
$59K – – –
BAM
432
Barrett Asset Management
New York
$58K – – –
Nordea Investment Management
433
Nordea Investment Management
Sweden
$57K +$47.5K +858 New
HNB
434
Huntington National Bank
Ohio
$55K -$396K -7,147 -90%
SAC
435
Smith Affiliated Capital
New York
$50.2K – – –
SIA
436
Stancorp Investment Advisers
Oregon
$39K +$32.1K +580 New
MAM
437
Mizuho Asset Management
Japan
$35K – – –
FNYS
438
First New York Securities
New York
$33.4K -$199K -3,600 -88%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$33K -$403K -7,269 -94%
OIA
440
Optimum Investment Advisors
Illinois
$33K +$27.7K +500 New
SNT
441
Security National Trust
West Virginia
$31K +$25.8K +466 New
SAMC
442
Shinko Asset Management Company
Japan
$27K – – –
ED
443
Exane Derivatives
France
$25.3K +$20.9K +378 New
KPCM
444
Kings Point Capital Management
New York
$25K – – –
NES
445
New England Securities
New York
$22K +$12K +216 +196%
TRCT
446
Tower Research Capital (TRC)
New York
$20K -$329K -5,943 -95%
KCM
447
Karp Capital Management
California
$20K +$16.6K +300 New
LWM
448
LBA Wealth Management
Florida
$20K +$16.6K +300 New
Royal London Asset Management
449
Royal London Asset Management
United Kingdom
$18.9K +$351K +6,329 +29%
Manulife (Manufacturers Life Insurance)
450
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1K -$2.66K -48 -0%
16 17
18
19 20

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.