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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
CCM
501
Cribstone Capital Management
Maine
$10K
WC
502
Whitney & Co
New York
$10K +$10.4K +150 New
PFBT
503
Parkside Financial Bank & Trust
Missouri
$9K +$553 +8 +6%
MAM
504
Meeder Asset Management
Ohio
$8K -$588K -8,509 -99%
CBT
505
Capital Bank & Trust
California
$8K
FCAG
506
First Capital Advisors Group
New Jersey
$8K +$8.29K +120 New
ACA
507
Atlas Capital Advisors
Wyoming
$7.09K +$7.05K +102 New
FRA
508
Front Row Advisors
California
$7K -$138 -2 -2%
AWA
509
Acorn Wealth Advisors
Michigan
$7K
MOS
510
MGO One Seven
Ohio
$7K
PCA
511
Providence Capital Advisors
North Carolina
$7K
TCOV
512
Trust Company of Vermont
Vermont
$7K
VCM
513
Versant Capital Management
Arizona
$7K
LWA
514
Lenox Wealth Advisors
New York
$7K +$7.05K +102 New
PCP
515
Proficio Capital Partners
Massachusetts
$6K
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$5K
IFAM
517
Institutional & Family Asset Management
Colorado
$5K +$4.84K +70 New
MCM
518
MV Capital Management
Maryland
$4K -$5.53K -80 -61%
SFSIG
519
San Francisco Sentry Investment Group
California
$4K
WT
520
Whittier Trust
California
$4K
RFA
521
Reilly Financial Advisors
California
$4K +$3.8K +55 New
FIB
522
First Interstate Bank
Montana
$3K
OFW
523
Omnia Family Wealth
Florida
$3K
SHJ
524
Sharkey, Howes & Javer
Colorado
$3K
TFO
525
Tarbox Family Office
California
$3K

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.