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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
476
Royal Fund Management
Florida
$23K -$93.3K -1,350 -80%
PCG
477
Private Capital Group
Connecticut
$23K +$15.1K +218 +191%
FAM
478
Fred Alger Management
New York
$22K
PG
479
Patten Group
Tennessee
$21K
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$20K
SNT
481
Security National Trust
West Virginia
$19K -$13.6K -197 -42%
CAL
482
Capital Advisors Ltd
Ohio
$17K
KA
483
Kaizen Advisory
Illinois
$17K
CAW
484
Cornerstone Advisors (Washington)
Washington
$16K
WTC
485
WhitTier Trust Company
Nevada
$16K
GWM
486
Geneos Wealth Management
Colorado
$16K +$1.24K +18 +8%
FC
487
Ferris Capital
Massachusetts
$16K +$16.1K +233 New
VFA
488
Valeo Financial Advisors
Indiana
$14K -$16.6K -241 -54%
AIM
489
Advantage Investment Management
Iowa
$14K
DOA
490
D'Orazio & Associates
Virginia
$14K
BFEC
491
Benjamin F. Edwards & Company
Missouri
$14K +$13.8K +200 New
GTAM
492
Global Trust Asset Management
Florida
$13K
TWA
493
TCI Wealth Advisors
Arizona
$13K +$1.8K +26 +16%
ACM
494
AUA Capital Management
Pennsylvania
$12K
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.8K +171 New
IIC
496
Integrated Investment Consultants
Michigan
$12K +$11.8K +171 New
WA
497
WealthTrust-Arizona
Arizona
$11K +$2.69K +39 +32%
RCAG
498
Rehmann Capital Advisory Group
Michigan
$11K +$11.3K +164 New
CIA
499
Cascade Investment Advisors
Oregon
$10.4K
AWM
500
Avior Wealth Management
Nebraska
$10K

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.