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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
Schroder Investment Management Group
451
Schroder Investment Management Group
United Kingdom
$56K -$87.5K -1,267 -61%
ASN
452
Advisory Services Network
Georgia
$55K +$5.94K +86 +12%
OSNBOA
453
Old Second National Bank of Aurora
Illinois
$53K +$32.1K +465 +155%
IWM
454
IHT Wealth Management
Illinois
$49K +$43.9K +635 +635%
PA
455
Parallel Advisors
California
$46K +$4.77K +69 +12%
APP
456
Avantax Planning Partners
Iowa
$46K +$46.1K +668 New
APA
457
American Portfolios Advisors
New York
$45.9K
PI
458
PineBridge Investments
New York
$43K -$8.73M -126,354 -100%
DVM
459
Dreman Value Management
Florida
$42K
HI
460
Hudock Inc
Pennsylvania
$40K -$27.6K -400 -40%
GLI
461
Guardian Life Insurance
New York
$40K -$17.8K -258 -31%
BCM
462
Brasada Capital Management
Texas
$40K
TRCT
463
Tower Research Capital (TRC)
New York
$39K -$214K -3,092 -85%
GFP
464
Gryphon Financial Partners
Ohio
$37K
LFA
465
Legacy Financial Advisors
Kentucky
$36K +$5.8K +84 +18%
CLOS
466
Compagnie Lombard Odier SCmA
Switzerland
$35K -$60.1K -870 -64%
S
467
SignatureFD
Georgia
$34K +$34.1K +493 New
SF
468
Synovus Financial
Georgia
$34K +$34.1K +494 New
Coatue Management
469
Coatue Management
New York
$32K +$32.7K +473 New
KF
470
Krilogy Financial
Missouri
$29K
QCG
471
Quadrant Capital Group
Ohio
$29K +$484 +7 +2%
AP
472
Advisors Preferred
Maryland
$28K -$77K -1,115 -74%
ClearBridge Investments
473
ClearBridge Investments
New York
$28K
PFPT
474
Pinnacle Financial Partners (Tennessee)
Tennessee
$27K +$26.5K +384 New
NSIM
475
North Star Investment Management
Illinois
$26K

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.