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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
DLA
26
Douglas Lane & Associates
New York
$89.4M -$1.01M -14,682 -1%
JP Morgan Chase
27
JP Morgan Chase
New York
$84.9M -$60.6M -877,779 -42%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$84.8M +$84.3M +1,220,344 New
PPA
29
Parametric Portfolio Associates
Washington
$83M +$7.54M +109,175 +10%
Morgan Stanley
30
Morgan Stanley
New York
$79.7M -$53.9M -779,906 -40%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$76.8M +$451K +6,529 +0.6%
Deutsche Bank
32
Deutsche Bank
Germany
$76.3M +$46.3M +670,190 +157%
AAMU
33
Amundi Asset Management US
Massachusetts
$74.2M +$3.8M +54,961 +5%
Citadel Advisors
34
Citadel Advisors
Florida
$73.3M +$70.9M +1,026,940 +3,664%
Norges Bank
35
Norges Bank
Norway
$70.9M +$7.92M +114,600 +13%
MVP
36
Miller Value Partners
Florida
$70.2M -$2.26M -32,680 -3%
Invesco
37
Invesco
Georgia
$70M +$11.2M +162,287 +19%
Boston Partners
38
Boston Partners
Massachusetts
$67.3M -$62.6M -906,739 -48%
USAA
39
United Services Automobile Association
Texas
$67.1M +$35.8M +518,646 +116%
Barclays
40
Barclays
United Kingdom
$66.8M +$18.3M +265,604 +38%
BCM
41
Bridgeway Capital Management
Texas
$66.2M -$1.4M -20,300 -2%
Wells Fargo
42
Wells Fargo
California
$64.5M -$1.83M -26,529 -3%
Ameriprise
43
Ameriprise
Minnesota
$63.7M +$18.3M +264,476 +41%
SO
44
STRS Ohio
Ohio
$63.5M +$1.37M +19,762 +2%
Charles Schwab
45
Charles Schwab
California
$61.2M +$356K +5,147 +0.6%
TCIM
46
TIAA CREF Investment Management
New York
$58.6M -$2.29M -33,125 -4%
TSW
47
Thompson Siegel & Walmsley
Virginia
$54.6M -$5.27M -76,249 -9%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$53.5M -$18.7M -271,297 -26%
Bank of America
49
Bank of America
North Carolina
$52M -$11M -158,602 -17%
TA
50
Teachers Advisors
New York
$51.2M -$5.85M -84,699 -10%

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.