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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
426
Fjarde Ap-fonden
Sweden
$156K -$135K -1,959 -47%
Lazard Asset Management
427
Lazard Asset Management
New York
$154K -$89.3K -1,292 -37%
IA
428
IFP Advisors
Florida
$149K
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$144K +$7.95K +115 +6%
FWM
430
Focused Wealth Management
New York
$139K
GCM
431
Gables Capital Management
Florida
$139K +$138K +2,000 New
ICM
432
Ionic Capital Management
New York
$122K -$1.26M -18,250 -91%
WEC
433
Winslow Evans & Crocker
Massachusetts
$113K +$69.1K +1,000 +158%
EOJOAM
434
E. Ohman J:or Asset Management
Sweden
$111K
DZ Bank
435
DZ Bank
Germany
$110K -$240K -3,479 -69%
PWM
436
Perigon Wealth Management
California
$102K
DCM
437
Dupont Capital Management
Delaware
$102K +$25.6K +371 +34%
Bessemer Group
438
Bessemer Group
New Jersey
$89K -$8.64K -125 -9%
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K +$691 +10 +0.8%
SWM
440
SeaCrest Wealth Management
New York
$83K +$62.2K +900 +300%
WAM
441
Wealthspire Advisors (Maryland)
Maryland
$82K -$14.4K -209 -15%
CIP
442
Convergence Investment Partners
Florida
$80K +$79.8K +1,155 New
EWM
443
Edge Wealth Management
New York
$73K -$276K -4,000 -79%
BWL
444
Bogart Wealth LLC
Virginia
$71K +$69.1K +1,000 New
SWP
445
Stratos Wealth Partners
Ohio
$70K -$74K -1,071 -51%
SPIA
446
Steward Partners Investment Advisory
New York
$70K -$1.31K -19 -2%
PK
447
Pflug Koory
Nebraska
$66K
1832 Asset Management
448
1832 Asset Management
Ontario, Canada
$66K +$65.6K +950 New
SWA
449
Sutton Wealth Advisors
Florida
$59.9K
PCM
450
Prelude Capital Management
New York
$57K -$33.5K -485 -37%

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.