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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Fred Alger Management
New York
$176M +$143M +2,586,030 +6,529%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$169M +$61.2M +1,105,512 +78%
FCM
28
Frontier Capital Management
Massachusetts
$164M -$13.9M -250,340 -9%
SM
29
Seminole Management
New York
$157M +$32.6M +589,427 +34%
IAM
30
Impala Asset Management
Florida
$146M -$46.1M -832,934 -28%
Boston Partners
31
Boston Partners
Massachusetts
$145M +$5.72M +103,235 +5%
Ameriprise
32
Ameriprise
Minnesota
$133M -$68.7M -1,239,642 -38%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$128M +$3.87M +69,884 +4%
BG
34
BlackRock Group
United Kingdom
$127M -$57.1M -1,030,794 -35%
Northern Trust
35
Northern Trust
Illinois
$126M -$1.45M -26,126 -1%
SIG
36
Senator Investment Group
New York
$126M -$129M -2,323,350 -55%
CLM
37
ClearBridge LLC (Maryland)
Maryland
$125M -$29.8M -538,940 -22%
Morgan Stanley
38
Morgan Stanley
New York
$124M +$7.28M +131,363 +8%
PCM
39
PAR Capital Management
Massachusetts
$121M +$55.7M +1,005,000 +126%
KCM
40
Knighthead Capital Management
New York
$118M +$442K +7,976 +0.5%
MVP
41
Miller Value Partners
Florida
$116M -$372K -6,725 -0.4%
AAMU
42
Amundi Asset Management US
Massachusetts
$116M -$23.6M -426,030 -20%
DCLA
43
Douglas C. Lane & Associates
New York
$113M -$1.14M -20,542 -1%
Bank of America
44
Bank of America
North Carolina
$112M +$47.2M +851,663 +104%
RFS
45
Rockefeller Financial Services
New York
$108M -$7.84M -141,650 -8%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$103M +$9.44M +170,414 +12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$98.4M +$1.9M +34,274 +3%
DCM
48
Discovery Capital Management
Connecticut
$94.1M +$77.9M +1,406,600 New
BIM
49
BlackRock Investment Management
Delaware
$91M -$13.6M -244,706 -15%
SFM
50
Soros Fund Management
New York
$89.6M +$46.8M +845,092 +171%
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UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.