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United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Ashler Capital
Illinois
$147M +$95.3M +1,156,097 +232%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$140M +$1.75M +21,255 +1%
FCM
28
Frontier Capital Management
Massachusetts
$122M -$29.2M -354,129 -21%
Ameriprise
29
Ameriprise
Minnesota
$108M +$25.2M +305,140 +34%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$108M -$255K -3,089 -0.3%
DLA
31
Douglas Lane & Associates
New York
$107M -$4.87M -59,095 -5%
Goldman Sachs
32
Goldman Sachs
New York
$104M -$42.5M -514,744 -31%
PPA
33
Parametric Portfolio Associates
Washington
$102M -$1.82M -22,025 -2%
Renaissance Technologies
34
Renaissance Technologies
New York
$101M +$93.1M +1,129,263 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$97.4M -$946K -11,476 -1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$96.7M +$58.9M +714,458 +185%
MVP
37
Miller Value Partners
Florida
$88.8M -$819K -9,935 -1%
Norges Bank
38
Norges Bank
Norway
$87.2M -$7.52M -91,126 -9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$85.6M +$72M +873,525 +996%
BCM
40
Bridgeway Capital Management
Texas
$85M -$57.7K -700 -0.1%
Charles Schwab
41
Charles Schwab
California
$83.3M +$3.65M +44,275 +5%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$80.3M -$43.9M -532,458 -37%
Bank of America
43
Bank of America
North Carolina
$79.1M -$58.2M -706,079 -44%
TSW
44
Thompson Siegel & Walmsley
Virginia
$78.3M +$1.2M +14,542 +2%
USAA
45
United Services Automobile Association
Texas
$75.8M -$12.3M -149,621 -15%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$73.3M +$52.3M +634,216 +336%
TA
47
Teachers Advisors
New York
$73M -$1.32M -15,998 -2%
AQR Capital Management
48
AQR Capital Management
Connecticut
$72.3M +$37.4M +453,559 +126%
Prudential Financial
49
Prudential Financial
New Jersey
$71.3M -$2.62M -31,810 -4%
TCIM
50
TIAA CREF Investment Management
New York
$69.2M -$2.52M -30,550 -4%
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UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.