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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
William Blair & Company
426
William Blair & Company
Illinois
$368K -$149K -1,700 -28%
HCM
427
Hilton Capital Management
New York
$364K
CMBA
428
C.M. Bidwell & Associates
Hawaii
$361K +$379K +4,310 New
GT
429
Greenleaf Trust
Michigan
$360K +$104K +1,185 +38%
BAM
430
Belpointe Asset Management
Nevada
$355K -$123K -1,404 -25%
Mariner
431
Mariner
Kansas
$348K -$64.8K -738 -15%
PAG
432
Private Advisor Group
New Jersey
$346K +$18K +205 +5%
APG
433
Abacus Planning Group
South Carolina
$342K -$4.74K -54 -1%
SIM
434
Stelliam Investment Management
New York
$335K -$22M -251,000 -98%
CAM
435
Cubic Asset Management
Massachusetts
$335K
QAM
436
Quantres Asset Management
Cayman Islands
$335K +$351K +4,000 New
VCA
437
Verdence Capital Advisors
Maryland
$332K +$75.6K +861 +28%
CC
438
ClearArc Capital
Ohio
$329K -$177K -2,015 -34%
ACM
439
AlphaCrest Capital Management
New York
$329K +$345K +3,928 New
MWM
440
Meridian Wealth Management
Kentucky
$329K +$345K +3,930 New
Verition Fund Management
441
Verition Fund Management
Connecticut
$322K -$208K -2,363 -38%
SDIC
442
South Dakota Investment Council
South Dakota
$315K -$11.3M -128,853 -97%
CB
443
Commerce Bank
Missouri
$315K +$93.8K +1,068 +40%
SRAM
444
Stone Ridge Asset Management
New York
$314K +$103K +1,176 +46%
CI
445
Conning Inc
Connecticut
$313K -$54.5K -620 -14%
IRF
446
IBM Retirement Fund
New York
$307K -$28.7K -327 -8%
P
447
Pitcairn
Pennsylvania
$304K -$59.8K -681 -16%
MFAM
448
Motley Fool Asset Management
Virginia
$295K -$5.09K -58 -2%
QT
449
Quantamental Technologies
New York
$287K +$301K +3,423 New
PIA
450
Piedmont Investment Advisors
North Carolina
$285K +$89.9K +1,023 +43%

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.