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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
CHP
501
Cable Hill Partners
Oregon
$24K
QCG
502
Quadrant Capital Group
Ohio
$24K +$510 +8 +2%
RFM
503
Royal Fund Management
Florida
$24K +$21.6K +339 New
FAM
504
Fred Alger Management
New York
$23K -$11.5K -181 -37%
BC
505
Bartlett & Co
Ohio
$22K -$12.7K -200 -40%
HCM
506
Herndon Capital Management
Georgia
$22K -$1.98K -31 -9%
DBT
507
Dubuque Bank & Trust
Iowa
$22K
IWM
508
IHT Wealth Management
Illinois
$22K +$19.1K +300 New
OCM
509
Osterweis Capital Management
California
$22K +$19.1K +300 New
WT
510
Whittier Trust
California
$20K
GWM
511
Geneos Wealth Management
Colorado
$19K
VCM
512
Versant Capital Management
Arizona
$18K -$3.82K -60 -19%
First Manhattan
513
First Manhattan
New York
$17K
CAW
514
Cornerstone Advisors (Washington)
Washington
$16K
WTC
515
WhitTier Trust Company
Nevada
$16K
GRP
516
Global Retirement Partners
California
$16K +$19.1K +300 New
AIM
517
Advantage Investment Management
Iowa
$15K -$6.37K -100 -33%
DOA
518
D'Orazio & Associates
Virginia
$15K
MCM
519
MV Capital Management
Maryland
$15K +$3.31K +52 +34%
ZB
520
Zions Bancorporation
Utah
$14K -$8.22K -129 -41%
CGT
521
Capital Guardian Trust
California
$14K
AIL
522
AGF Investments LLC
Ontario, Canada
$13K +$10.6K +166 New
ACM
523
AUA Capital Management
Pennsylvania
$13K +$11.2K +175 New
TWA
524
TCI Wealth Advisors
Arizona
$12K
WOC
525
West Oak Capital
California
$11.7K

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.