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United Airlines

546 hedge funds and large institutions have $18.2B invested in United Airlines in 2018 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

22% more call options, than puts

Call options by funds: $598M | Put options by funds: $489M

3% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 70

0.2% more ownership

Funds ownership: 94.09%94.3% (+0.2%)

1% less funds holding

Funds holding: 549546 (-3)

2% less capital invested

Capital invested by funds: $18.6B → $18.2B (-$374M)

31% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 220

Holders
546
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
12.5%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
72
Increased
151
Reduced
220
Closed
70
Calls
$598M
Puts
$489M
Net Calls
+$109M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$102M +$31.3M +450,608 +45%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$102M -$2.14M -30,817 -2%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$100M +$4.17M +59,947 +4%
DLA
29
Douglas Lane & Associates
New York
$87.7M -$2.02M -29,119 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$84.4M -$680K -9,783 -0.8%
PPA
31
Parametric Portfolio Associates
Washington
$81.1M -$2.26M -32,529 -3%
Millennium Management
32
Millennium Management
New York
$80.5M +$70M +1,007,563 +683%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$77M -$42.6K -613 -0.1%
Norges Bank
34
Norges Bank
Norway
$74.7M +$3.5M +50,422 +5%
Barclays
35
Barclays
United Kingdom
$72.8M +$5.76M +82,869 +9%
ABC
36
Anchor Bolt Capital
Illinois
$71.5M +$71.3M +1,025,872 New
MVP
37
Miller Value Partners
Florida
$70.2M -$294K -4,225 -0.4%
USAA
38
United Services Automobile Association
Texas
$69.8M +$2.47M +35,546 +4%
BCM
39
Bridgeway Capital Management
Texas
$66.6M +$104K +1,500 +0.2%
Morgan Stanley
40
Morgan Stanley
New York
$64.8M -$15.2M -218,757 -19%
Wells Fargo
41
Wells Fargo
California
$63.7M -$1.05M -15,054 -2%
Ameriprise
42
Ameriprise
Minnesota
$63.4M -$559K -8,047 -0.9%
Charles Schwab
43
Charles Schwab
California
$62.1M +$697K +10,030 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$61.7M -$14.8M -213,043 -19%
TSW
45
Thompson Siegel & Walmsley
Virginia
$60.3M +$5.46M +78,566 +10%
SO
46
STRS Ohio
Ohio
$59M -$4.74M -68,258 -7%
JP Morgan Chase
47
JP Morgan Chase
New York
$58.3M -$26.8M -386,248 -32%
TA
48
Teachers Advisors
New York
$58.2M +$6.77M +97,469 +13%
Prudential Financial
49
Prudential Financial
New Jersey
$58M +$11.6M +166,720 +25%
TCIM
50
TIAA CREF Investment Management
New York
$56.3M -$2.48M -35,666 -4%

UAL Hedge Fund Activity: Q2 2018 in Review

546 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2018, worth a combined $18.2B — down 2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UAL positions and 70 closed out — a net gain of 2 holders — while 151 added to existing stakes and 220 trimmed.

The largest buyer was Lansdowne Partners (UK), opening a new position worth an estimated $251M. The largest seller was AQR Capital Management, cutting an estimated $247M.

  • 546 institutional investors held United Airlines (UAL) as of Q2 2018, down from 549 in Q1 2018.
  • Funds reported $18.2B of United Airlines stock for Q2 2018, down 2% quarter-over-quarter.
  • 72 funds opened new United Airlines positions in Q2 2018 and 70 closed out, a net change of +2 holders.
  • The largest United Airlines buyer in Q2 2018 was Lansdowne Partners (UK), an estimated $251M added.
  • The largest United Airlines seller in Q2 2018 was AQR Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2018.