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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
WTC
451
WhitTier Trust Company
Nevada
$15K – – –
CHP
452
Cable Hill Partners
Oregon
$15K +$12.2K +220 New
CFA
453
Carroll Financial Associates
North Carolina
$14K -$8.58K -155 -44%
SMG
454
Spectrum Management Group
Indiana
$13K +$11.1K +200 New
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.05K -19 -10%
TWA
456
TCI Wealth Advisors
Arizona
$11K – – –
CFG
457
CKW Financial Group
Hawaii
$10K – – –
WT
458
Whittier Trust
California
$10K – – –
DADC
459
D.A. Davidson & Co
Montana
$7K – – –
QI
460
Qualcomm Inc
California
$7K – – –
VNB
461
Valley National Bancorp
New York
$7K +$5.65K +102 New
FMA
462
FNY Managed Accounts
New York
$6.69K +$5.54K +100 New
UFA
463
US Financial Advisors
Massachusetts
$6K +$4.98K +90 New
ACS
464
Archford Capital Strategies
Illinois
$3K – – –
CAW
465
Cornerstone Advisors (Washington)
Washington
$3K – – –
WTB
466
Washington Trust Bank
Washington
$3K – – –
WA
467
WFG Advisors
Texas
$3K – – –
MIM
468
Macroview Investment Management
Maryland
$2K – – –
FHA
469
First Horizon Advisors
Tennessee
$1K -$11.1K -200 -90%
MCM
470
MV Capital Management
Maryland
$1K +$775 +14 New
BPBT
471
Boston Private Bank & Trust
Massachusetts
$1K +$886 +16 New
CAM
472
ClariVest Asset Management
California
$1K +$1.11K +20 New
WEC
473
Winslow Evans & Crocker
Massachusetts
$202 – – –
BRWA
474
B. Riley Wealth Advisors
Florida
$18 +$14.8K +268 New
American Century Companies
475
American Century Companies
Missouri
– -$102M -2,182,603 Closed
17 18
19
20 21

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.