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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
LOAMS
501
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$770K -16,365 Closed
EWM
502
Elite Wealth Management
Washington
– -$753K -16,100 Closed
GL
503
GLG LLC
New York
– -$516K -11,035 Closed
IP
504
Interval Partners
New York
– -$515K -11,000 Closed
GCA
505
Gideon Capital Advisors
New York
– -$479K -10,237 Closed
QC
506
QCM Cayman
Texas
– -$391K -8,346 Closed
OAC
507
OMERS Administration Corp
Ontario, Canada
– -$332K -7,100 Closed
IC
508
IKOS CIF
Cyprus
– -$326K -6,936 Closed
MSU
509
Maple Securities USA
New Jersey
– -$276K -5,909 Closed
Verition Fund Management
510
Verition Fund Management
Connecticut
– -$257K -5,501 Closed
DTL
511
Dynamic Technology Lab
Singapore
– -$247K -5,275 Closed
Brown Advisory
512
Brown Advisory
Maryland
– -$240K -5,145 Closed
SC
513
Sumit Capital
New York
– -$203K -4,340 Closed
SG Americas Securities
514
SG Americas Securities
New York
– -$234K -4,233 Closed
WA
515
Waverly Advisors
Alabama
– -$147K -3,135 Closed
Group One Trading
516
Group One Trading
Illinois
– -$170K -3,078 Closed
SC
517
Saiers Capital
New York
– -$109K -2,335 Closed
CLOS
518
Compagnie Lombard Odier SCmA
Switzerland
– -$71K -1,515 Closed
CFA
519
Camarda Financial Advisors
Florida
– -$56K -1,197 Closed
PTC
520
Private Trust Company
Ohio
– -$46K -987 Closed
CTC
521
Central Trust Company
Missouri
– -$11K -227 Closed
RFA
522
Reilly Financial Advisors
California
– -$5K -103 Closed
AF
523
Arrow Financial
New York
– -$3K -54 Closed
MS
524
Marshall & Sullivan
Washington
– -$1K -23 Closed
TFO
525
Tarbox Family Office
California
– -$1K -16 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.