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United Airlines
UAL

472 hedge funds and large institutions have $6.26B invested in United Airlines in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 173 increasing their positions, 142 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 142

19% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 59

2% more funds holding

Funds holding: 465 → 472 (+7)

2% more capital invested

Capital invested by funds: $6.15B → $6.26B (+$112M)

0.33% more ownership

Funds ownership: 61.18% → 61.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less call options, than puts

Call options by funds: $866M | Put options by funds: $938M

Holders
472
Holders Change
+7
Holders Change %
+1.51%
% of All Funds
9.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
70
Increased
173
Reduced
142
Closed
59
Calls
$866M
Puts
$938M
Net Calls
-$72.2M
Net Calls Change
+$126M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$68.9M
2
USGIU
U.S. Global Investors (USGI)
Texas
+$50.7M
3
Morgan Stanley
Morgan Stanley
New York
+$40.8M
4
State Street
State Street
Massachusetts
+$33.9M
5
AC
Aristeia Capital
Connecticut
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$161M
2
MVP
Miller Value Partners
Florida
-$40.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$35.5M
5
Primecap Management
Primecap Management
California
-$35.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
451
Sonora Investment Management
Arizona
$2K – – –
MLFP
452
MPS Loria Financial Planners
Illinois
$2K +$450 +13 +30%
GWS
453
Glassman Wealth Services
Virginia
$2K +$934 +27 +82%
BWM
454
BNC Wealth Management
Oregon
$2K +$1.66K +48 New
PFWA
455
Paces Ferry Wealth Advisors
Georgia
$2K +$2.15K +62 New
Millennium Management
456
Millennium Management
New York
$1.75K -$16.4M -473,518 -90%
BHWM
457
Bay Harbor Wealth Management
Maryland
$1K -$3.46K -100 -74%
LWM
458
Liberty Wealth Management
California
$1K -$1.56K -45 -60%
APWM
459
Atlas Private Wealth Management
New York
$1K – – –
BWM
460
Baystate Wealth Management
Massachusetts
$1K – – –
HFA
461
HC Financial Advisors
California
$1K – – –
M
462
MOTCO
Texas
$1K – – –
PO
463
Private Ocean
California
$1K – – –
ZB
464
Zions Bancorporation
Utah
$1K – – –
AF
465
Advisornet Financial
Minnesota
$1K +$519 +15 +150%
F
466
F3Logic
Minnesota
$325 -$31.1K -900 -9%
WIM
467
Westside Investment Management
California
$10 – – –
MVP
468
Miller Value Partners
Florida
– -$40.6M -1,173,000 Closed
IMC Chicago
469
IMC Chicago
Illinois
– -$19.2M -555,848 Closed
PI
470
Putnam Investments
Massachusetts
– -$7.52M -217,220 Closed
Verition Fund Management
471
Verition Fund Management
Connecticut
– -$4.77M -137,896 Closed
Renaissance Technologies
472
Renaissance Technologies
New York
– -$4.62M -133,427 Closed
BCM
473
Bayesian Capital Management
New York
– -$3.79M -109,600 Closed
QIM
474
Quantitative Investment Management
Virginia
– -$3.7M -106,821 Closed
A
475
AustralianSuper
Australia
– -$3.6M -103,960 Closed
17 18
19
20 21

UAL Hedge Fund Activity: Q3 2020 in Review

472 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2020, worth a combined $6.26B — up 1.8% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new UAL positions and 59 closed out — a net gain of 11 holders — while 173 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $68.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $161M.

  • 472 institutional investors held United Airlines (UAL) as of Q3 2020, up from 465 in Q2 2020.
  • Funds reported $6.26B of United Airlines stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 70 funds opened new United Airlines positions in Q3 2020 and 59 closed out, a net change of +11 holders.
  • The largest United Airlines buyer in Q3 2020 was BlackRock, an estimated $68.9M added.
  • The largest United Airlines seller in Q3 2020 was D.E. Shaw & Co, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2020.