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United Airlines

349 hedge funds and large institutions have $13.6B invested in United Airlines in 2013 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 40

38% more call options, than puts

Call options by funds: $636M | Put options by funds: $460M

26% more capital invested

Capital invested by funds: $10.8B → $13.6B (+$2.84B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

12% more funds holding

Funds holding: 311349 (+38)

1.2% more ownership

Funds ownership: 98.38%99.58% (+1.2%)

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

Holders
349
Holders Change
+38
Holders Change %
+12.22%
% of All Funds
10.13%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.61%
New
80
Increased
111
Reduced
118
Closed
40
Calls
$636M
Puts
$460M
Net Calls
+$176M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$95.4M -$20.7M -591,290 -19%
CLM
27
ClearBridge LLC (Maryland)
Maryland
$90.4M +$1.95M +55,689 +2%
TCIM
28
TIAA CREF Investment Management
New York
$81.4M -$5.55M -158,413 -7%
ACM
29
Altimeter Capital Management
Massachusetts
$74.9M -$32.1M -915,207 -32%
Two Sigma Investments
30
Two Sigma Investments
New York
$68.2M +$32M +913,045 +102%
DCLA
31
Douglas C. Lane & Associates
New York
$65.9M +$1.86M +53,190 +3%
Northern Trust
32
Northern Trust
Illinois
$65.3M +$761K +21,725 +1%
MVP
33
Miller Value Partners
Florida
$64.5M +$2.24M +63,900 +4%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$63.3M +$7.43M +212,197 +15%
KCM
35
Knighthead Capital Management
New York
$61.8M -$4.29M -122,435 -7%
CGM
36
Capital Growth Management
Massachusetts
$57.5M +$53.2M +1,520,000 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$57.2M +$12.8M +366,100 +32%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$53.2M +$7.85M +224,036 +19%
Deutsche Bank
39
Deutsche Bank
Germany
$52.3M +$8.41M +240,225 +21%
CRAM
40
Claren Road Asset Management
New York
$51.1M +$47.3M +1,350,000 New
MAA
41
Managed Account Advisors
New Jersey
$48.8M +$2.76M +78,771 +6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$48.7M -$3.7M -105,577 -8%
AAMU
43
Amundi Asset Management US
Massachusetts
$48.2M -$397K -11,328 -0.9%
SC
44
Sculptor Capital
New York
$48.2M +$13.7M +389,951 +44%
TGA
45
Trilogy Global Advisors
Florida
$47.7M +$5.1M +145,664 +13%
N
46
Natixis
France
$47M +$1.58M +45,000 +4%
MWNA
47
Marshall Wace North America
New York
$46.9M +$17.7M +506,109 +69%
Bank of America
48
Bank of America
North Carolina
$45.6M -$2.27M -64,751 -5%
CLG
49
Cooperman Leon G
$44.6M +$41.3M +1,177,700 New
OAMG
50
Odey Asset Management Group
United Kingdom
$44.4M +$11.5M +327,400 +39%

UAL Hedge Fund Activity: Q4 2013 in Review

349 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2013, worth a combined $13.6B — up 26% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new UAL positions and 40 closed out — a net gain of 40 holders — while 111 added to existing stakes and 118 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $198M. The largest seller was T. Rowe Price Associates, cutting an estimated $148M.

  • 349 institutional investors held United Airlines (UAL) as of Q4 2013, up from 311 in Q3 2013.
  • Funds reported $13.6B of United Airlines stock for Q4 2013, up 26% quarter-over-quarter.
  • 80 funds opened new United Airlines positions in Q4 2013 and 40 closed out, a net change of +40 holders.
  • The largest United Airlines buyer in Q4 2013 was Wellington Management Group, an estimated $198M added.
  • The largest United Airlines seller in Q4 2013 was T. Rowe Price Associates, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2013.