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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
476
Schroder Investment Management Group
United Kingdom
$109K -$3.58M -56,169 -97%
KT
477
Kanaly Trust
Texas
$103K +$6.31K +99 +8%
AAM
478
Advisors Asset Management
Colorado
$87K -$19.1K -300 -20%
GLI
479
Guardian Life Insurance
New York
$81K -$10K -157 -12%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$80K -$1.78K -28 -2%
AFA
481
Abacus FCF Advisors
Florida
$80K +$38.4K +602 +121%
BCI
482
Brinker Capital Investments
Pennsylvania
$73K
HI
483
Hudock Inc
Pennsylvania
$72K -$31.5K -495 -33%
NSIM
484
North Star Investment Management
Illinois
$71K
SWA
485
Sutton Wealth Advisors
Florida
$62.8K
MFS
486
MSI Financial Services
Massachusetts
$60K +$11.3K +177 +28%
PIA
487
Piedmont Investment Advisors
North Carolina
$59.6K +$51.7K +812 +13,533%
SPIA
488
Steward Partners Investment Advisory
New York
$58K +$51.1K +802 New
NYLT
489
New York Life Trust
New York
$57K +$49.7K +780 New
KF
490
Krilogy Financial
Missouri
$52K
AA
491
Apriem Advisors
California
$51K +$44.6K +700 New
ANBT
492
American National Bank & Trust
Texas
$44K
ED
493
Exane Derivatives
France
$43.4K -$35K -550 -48%
PA
494
Parallel Advisors
California
$43K +$37.7K +591 New
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$35K
WEC
496
Winslow Evans & Crocker
Massachusetts
$34.1K
SNT
497
Security National Trust
West Virginia
$34K
PG
498
Patten Group
Tennessee
$30K
CFS
499
Commonwealth Financial Services
West Virginia
$27K
Loomis, Sayles & Company
500
Loomis, Sayles & Company
Massachusetts
$24K -$22M -345,663 -100%

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.