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United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$121M -$234M -2,768,765 -65%
JP Morgan Chase
27
JP Morgan Chase
New York
$115M -$12.6M -149,390 -9%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$112M +$24M +284,105 +25%
Bank of America
29
Bank of America
North Carolina
$105M +$20M +237,210 +22%
Charles Schwab
30
Charles Schwab
California
$97.7M +$11.4M +135,379 +12%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$93.5M +$98.1M +1,161,833 +11,433%
CLG
32
Cooperman Leon G
$92.6M +$98M +1,160,802 New
PPA
33
Parametric Portfolio Associates
Washington
$88.3M +$353K +4,182 +0.4%
Norges Bank
34
Norges Bank
Norway
$87.7M +$5.93M +70,302 +7%
FCM
35
Frontier Capital Management
Massachusetts
$85.6M -$6.24M -73,947 -6%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$79.4M +$3.45M +40,837 +4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$78.6M -$11.4M -134,800 -12%
APG Asset Management
38
APG Asset Management
Netherlands
$76.9M +$47.1M +558,200 +107%
USAA
39
United Services Automobile Association
Texas
$75M +$1.53M +18,153 +2%
DLA
40
Douglas Lane & Associates
New York
$74M -$8.65M -102,444 -10%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$71.2M -$5.1M -60,455 -6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70M -$19.1M -226,029 -20%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$66.5M -$799K -9,470 -1%
MVP
44
Miller Value Partners
Florida
$65.8M -$5.7M -67,575 -8%
Wells Fargo
45
Wells Fargo
California
$63.9M +$21.9M +259,951 +48%
Ameriprise
46
Ameriprise
Minnesota
$63.4M -$1.73M -20,541 -3%
Squarepoint
47
Squarepoint
New York
$63.2M +$38.9M +461,244 +140%
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$61.4M -$2.38M -28,165 -4%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$60.3M -$7.61M -90,184 -11%
Citigroup
50
Citigroup
New York
$59.1M +$34M +403,357 +119%

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.