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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
BMM
451
Buffington Mohr McNeal
Idaho
$285K +$299K +3,400 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$272K +$703 +8 +0.2%
BHA
453
Beech Hill Advisors
New York
$270K +$35.1K +400 +14%
II
454
IFM Investors
Australia
$268K +$67.2K +765 +31%
PAA
455
Peregrine Asset Advisers
Oregon
$255K -$4.54M -51,656 -94%
TCM
456
Tradewinds Capital Management
Washington
$255K
DAM
457
Deltec Asset Management
New York
$251K -$439 -5 -0.2%
HA
458
Harbor Advisors
Florida
$251K
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$251K +$264K +3,000 New
SCP
460
Stamos Capital Partners
California
$251K +$264K +3,000 New
CCIA
461
Campbell & Co Investment Adviser
Maryland
$245K +$233K +2,647 New
AssetMark Inc
462
AssetMark Inc
California
$244K -$25.8K -294 -9%
FIM
463
Freedom Investment Management
Connecticut
$244K +$256K +2,917 New
Skandinaviska Enskilda Banken (SEB)
464
Skandinaviska Enskilda Banken (SEB)
Sweden
$243K
UR
465
USCA RIA
Texas
$243K
TST
466
Tech Square Trading
Massachusetts
$242K +$254K +2,892 New
Jacobs Levy Equity Management
467
Jacobs Levy Equity Management
New Jersey
$241K +$253K +2,880 New
QSS
468
Quantitative Systematic Strategies
Florida
$239K -$2.08M -23,662 -89%
CL
469
CSS LLC
Illinois
$238K
TSS
470
Two Sigma Securities
New York
$230K +$242K +2,752 New
ATFA
471
All Terrain Financial Advisors
Minnesota
$226K
PC
472
Periscope Capital
Ontario, Canada
$225K +$236K +2,686 New
DSI
473
Daiwa SB Investments
Japan
$221K +$232K +2,640 New
QI
474
QS Investors
New York
$220K -$1.29M -14,686 -85%
RFC
475
Regions Financial Corp
Alabama
$219K +$167K +1,906 +267%

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.