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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
DTL
451
Dynamic Technology Lab
Singapore
$233K -$152K -2,392 -43%
AIM
452
Acrospire Investment Management
Illinois
$233K +$134K +2,100 +191%
Jane Street
453
Jane Street
New York
$232K -$159K -2,493 -44%
NFG
454
Nadler Financial Group
Illinois
$227K +$199K +3,119 New
BCM
455
Bayesian Capital Management
New York
$226K +$198K +3,100 New
GCP
456
GSA Capital Partners
United Kingdom
$225K -$723K -11,343 -79%
TCM
457
Tradewinds Capital Management
Washington
$222K
IP
458
Intellectus Partners
California
$219K +$191K +3,000 New
DAM
459
Deltec Asset Management
New York
$219K +$191K +3,005 New
OMCS
460
Old Mutual Customised Solutions
South Africa
$204K +$57.3K +900 +47%
ZDA
461
Zweig-DiMenna Associates
New York
$204K +$178K +2,800 New
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$189K +$102K +1,600 +160%
SC
463
SRB Corp
Massachusetts
$179K -$51.8K -813 -25%
AG
464
Advisor Group
Arizona
$173K +$18.7K +293 +14%
FAF
465
Fjarde Ap-fonden
Sweden
$172K +$18.5K +290 +14%
IA
466
IFP Advisors
Florida
$169K -$55.3K -868 -27%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$142K +2,225 New
FWM
468
Focused Wealth Management
New York
$146K -$12.7K -200 -9%
MSV
469
MN Services Vermogensbeheer
Netherlands
$144K -$16.2K -254 -11%
CG
470
Cutler Group
California
$123K -$313K -4,908 -74%
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$117K +$45.8K +719 +81%
IUHSA
472
Itau Unibanco Holding S.A.
Brazil
$114K -$37.6K -590 -27%
EWM
473
Evercore Wealth Management
New York
$111K -$139K -2,182 -59%
PWM
474
Perigon Wealth Management
California
$111K
MA
475
MCF Advisors
Kentucky
$110K

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.