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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
UR
426
USCA RIA
Texas
$295K -$6.37K -100 -2%
HIM
427
Hillsdale Investment Management
Ontario, Canada
$292K -$63.7K -1,000 -20%
BCA
428
Benchmark Capital Advisors
New York
$292K +$255K +4,000 New
CAM
429
Cubic Asset Management
Massachusetts
$292K +$255K +4,000 New
CCA
430
Covey Capital Advisors
Georgia
$291K
MYLI
431
Meiji Yasuda Life Insurance
Japan
$289K -$139K -2,180 -36%
NBC
432
Neuberger Berman Canada
Ontario, Canada
$284K +$6.37K +100 +3%
TW
433
Transform Wealth
Colorado
$277K
GXMC
434
Global X Management Company
New York
$277K +$74.5K +1,170 +44%
PCM
435
Prelude Capital Management
New York
$274K -$281K -4,407 -54%
AC
436
Addison Capital
Pennsylvania
$273K +$238K +3,742 New
LCM
437
Logan Capital Management
Pennsylvania
$273K +$239K +3,749 New
LP
438
LGL Partners
Pennsylvania
$273K +$239K +3,750 New
AI
439
Atria Investments
North Carolina
$272K +$238K +3,728 New
Commonwealth Equity Services
440
Commonwealth Equity Services
Massachusetts
$270K -$1.42M -22,299 -86%
HCM
441
Hodges Capital Management
Texas
$266K -$19.1K -300 -8%
NIMI
442
Natixis Investment Managers International
France
$263K -$721K -11,312 -76%
BBI
443
Baxter Bros Inc
Connecticut
$260K +$227K +3,565 New
ClearBridge Investments
444
ClearBridge Investments
New York
$255K +$51K +800 +30%
NERM
445
New England Research & Management
Illinois
$255K +$223K +3,500 New
Macquarie Group
446
Macquarie Group
Australia
$248K +$82.8K +1,300 +62%
IAA
447
Independent Advisor Alliance
North Carolina
$248K +$210K +3,297 New
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$242K +$212K +3,325 New
RFCA
449
R&F Capital Advisors
New York
$236K +$206K +3,235 New
TC
450
Telemus Capital
Michigan
$236K +$206K +3,239 New

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.