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United Airlines

629 hedge funds and large institutions have $22.3B invested in United Airlines in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

19% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $1B

8% more funds holding

Funds holding: 580629 (+49)

1.29% more ownership

Funds ownership: 96.85%98.14% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 196

5% less capital invested

Capital invested by funds: $23.5B → $22.3B (-$1.2B)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
629
Holders Change
+49
Holders Change %
+8.45%
% of All Funds
14.02%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
120
Increased
208
Reduced
196
Closed
65
Calls
$1.19B
Puts
$1B
Net Calls
+$191M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
II
476
Ibex Investors
Colorado
$217K +$24.9K +283 +12%
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$216K +$118K +1,341 +108%
Twin Tree Management
478
Twin Tree Management
Texas
$213K +$224K +2,548 New
Pzena Investment Management
479
Pzena Investment Management
New York
$210K +$220K +2,507 New
FA
480
Fortis Advisors
Pennsylvania
$209K +$219K +2,491 New
SPIA
481
Steward Partners Investment Advisory
New York
$207K +$6.59K +75 +3%
IRC
482
Investors Research Corp
Georgia
$201K +$6.24K +71 +3%
JA
483
JOYN Advisors
Georgia
$200K -$100K -1,143 -32%
TRCT
484
Tower Research Capital (TRC)
New York
$194K +$191K +2,172 +1,488%
EOJOAM
485
E. Ohman J:or Asset Management
Sweden
$193K
OAM
486
Oppenheimer Asset Management
New York
$191K +$201K +2,284 New
RIM
487
Rampart Investment Management
Connecticut
$181K -$200K -2,272 -51%
ASN
488
Advisory Services Network
Georgia
$172K -$174K -1,977 -49%
FWM
489
Focused Wealth Management
New York
$167K
GCM
490
Gables Capital Management
Florida
$167K
QT
491
Quantbot Technologies
New York
$165K +$174K +1,981 New
CFGS
492
Concourse Financial Group Securities
Alabama
$157K +$25.5K +290 +18%
Bessemer Group
493
Bessemer Group
New Jersey
$147K +$20.1K +229 +15%
NIM
494
NuWave Investment Management
New Jersey
$140K -$587K -6,679 -80%
WEC
495
Winslow Evans & Crocker
Massachusetts
$138K
PA
496
Parallel Advisors
California
$110K -$3.51K -40 -3%
IA
497
IFP Advisors
Florida
$104K -$8.61K -98 -7%
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$94K -$176 -2 -0.2%
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.4K
PK
500
Pflug Koory
Nebraska
$80K

UAL Hedge Fund Activity: Q4 2018 in Review

629 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2018, worth a combined $22.3B — down 5.1% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new UAL positions and 65 closed out — a net gain of 55 holders — while 208 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Berkshire Hathaway, cutting an estimated $355M.

  • 629 institutional investors held United Airlines (UAL) as of Q4 2018, up from 580 in Q3 2018.
  • Funds reported $22.3B of United Airlines stock for Q4 2018, down 5.1% quarter-over-quarter.
  • 120 funds opened new United Airlines positions in Q4 2018 and 65 closed out, a net change of +55 holders.
  • The largest United Airlines buyer in Q4 2018 was Goldman Sachs, an estimated $274M added.
  • The largest United Airlines seller in Q4 2018 was Berkshire Hathaway, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2018.