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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
CRAM
476
Claren Road Asset Management
New York
– -$66.7M -1,425,000 Closed
PCM
477
Palestra Capital Management
New York
– -$39.1M -835,494 Closed
PI
478
Putnam Investments
Massachusetts
– -$29.3M -625,900 Closed
TPCM
479
Tide Point Capital Management
Connecticut
– -$25.7M -550,000 Closed
Capital Fund Management (CFM)
480
Capital Fund Management (CFM)
France
– -$18.9M -341,616 Closed
Massachusetts Financial Services
481
Massachusetts Financial Services
Massachusetts
– -$13.8M -293,943 Closed
FTB
482
First Trust Bank
Bahamas
– -$13M -278,000 Closed
EAM
483
EverPoint Asset Management
Connecticut
– -$15.2M -275,175 Closed
VBCP
484
Vollero Beach Capital Partners
New York
– -$9.23M -197,218 Closed
EGM
485
Espalier Global Management
New York
– -$8.19M -175,000 Closed
KCM
486
Kennedy Capital Management
Missouri
– -$7.94M -169,775 Closed
FP
487
Foundry Partners
Minnesota
– -$6.87M -146,755 Closed
OCM
488
Oskie Capital Management
New York
– -$6.83M -146,010 Closed
PP
489
PDT Partners
New York
– -$6.45M -137,809 Closed
AL
490
Airain Ltd
Guernsey
– -$6.19M -132,227 Closed
AFG
491
American Financial Group
Ohio
– -$6.08M -130,024 Closed
BCMNY
492
Buckingham Capital Management (New York)
New York
– -$5.65M -120,689 Closed
PL
493
Perpetual Ltd
Australia
– -$4.74M -101,242 Closed
CGI
494
Caerus Global Investors
New York
– -$4.21M -90,000 Closed
LCS
495
Levin Capital Strategies
New York
– -$3.95M -84,435 Closed
LOAMU
496
Lombard Odier Asset Management (USA)
New York
– -$1.87M -40,000 Closed
ACI
497
Alpha Cubed Investments
California
– -$1.73M -37,010 Closed
JG
498
Jefferies Group
New York
– -$1.42M -25,660 Closed
TPM
499
T2 Partners Management
New York
– -$1.09M -23,266 Closed
BHA
500
Beech Hill Advisors
New York
– -$797K -17,025 Closed
18 19
20
21 22

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.