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United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
451
Seven Eight Capital
New York
$254K +$268K +3,178 New
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$247K -$12.6K -149 -5%
MERSOM
453
Municipal Employees' Retirement System of Michigan
Michigan
$246K -$259K -3,070 -50%
TCM
454
Tradewinds Capital Management
Washington
$243K
FA
455
Fortis Advisors
Pennsylvania
$242K +$45.9K +544 +22%
SAM
456
Shell Asset Management
Netherlands
$239K -$634K -7,510 -71%
DAM
457
Deltec Asset Management
New York
$239K
HA
458
Harbor Advisors
Florida
$239K
C
459
Cerebellum
California
$234K +$247K +2,928 New
UR
460
USCA RIA
Texas
$231K
CL
461
CSS LLC
Illinois
$227K
SLAM
462
Swiss Life Asset Management
$221K +$234K +2,767 New
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$219K +$351K +4,163 +26,019%
HFS
464
HL Financial Services
Kentucky
$217K -$3.1M -36,739 -93%
ATFA
465
All Terrain Financial Advisors
Minnesota
$215K
BTS
466
BB&T Securities
Virginia
$213K +$226K +2,677 New
AG
467
Advisor Group
Arizona
$212K -$230K -2,728 -51%
RJT
468
Raymond James Trust
Florida
$210K +$223K +2,642 New
RFC
469
Regions Financial Corp
Alabama
$209K
Mariner
470
Mariner
Kansas
$208K -$131K -1,548 -37%
Pzena Investment Management
471
Pzena Investment Management
New York
$206K +$6.75K +80 +3%
Jacobs Levy Equity Management
472
Jacobs Levy Equity Management
New Jersey
$201K -$30.4K -360 -13%
IRC
473
Investors Research Corp
Georgia
$191K
DSI
474
Daiwa SB Investments
Japan
$174K -$38.8K -460 -17%
WEC
475
Winslow Evans & Crocker
Massachusetts
$174K +$44.2K +524 +32%

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.