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United Airlines

546 hedge funds and large institutions have $18.2B invested in United Airlines in 2018 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

22% more call options, than puts

Call options by funds: $598M | Put options by funds: $489M

3% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 70

0.2% more ownership

Funds ownership: 94.09%94.3% (+0.2%)

1% less funds holding

Funds holding: 549546 (-3)

2% less capital invested

Capital invested by funds: $18.6B → $18.2B (-$374M)

31% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 220

Holders
546
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
12.5%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.53%
New
72
Increased
151
Reduced
220
Closed
70
Calls
$598M
Puts
$489M
Net Calls
+$109M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
501
EARNEST Partners
Georgia
$9K +$8.69K +125 New
GI
502
Gradient Investments
Minnesota
$9K +$9.31K +134 New
CBT
503
Capital Bank & Trust
California
$8K
ACA
504
Atlas Capital Advisors
Wyoming
$7.41K
LWA
505
Lenox Wealth Advisors
New York
$7K
PCA
506
Providence Capital Advisors
North Carolina
$7K
VCM
507
Versant Capital Management
Arizona
$7K
SMFS
508
Squar Milner Financial Services
California
$7K +$6.53K +94 New
MPPLM
509
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7K +$6.81K +98 New
RWA
510
River Wealth Advisors
Pennsylvania
$7K +$6.95K +100 New
FAM
511
Fred Alger Management
New York
$6K -$16.1K -232 -75%
PCP
512
Proficio Capital Partners
Massachusetts
$6K
KJWM
513
Kiley Juergens Wealth Management
Washington
$6K +$6.95K +100 New
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$5K
IFAM
515
Institutional & Family Asset Management
Colorado
$5K
KL
516
KWMG LLC
Kansas
$5K +$4.59K +66 New
AWM
517
AllSquare Wealth Management
New York
$5K +$5.35K +77 New
AIM
518
Anchor Investment Management
South Carolina
$4.32K +$4.31K +62 New
RFA
519
Reilly Financial Advisors
California
$4K
SFSIG
520
San Francisco Sentry Investment Group
California
$4K
WT
521
Whittier Trust
California
$4K
PW
522
Price Wealth
Texas
$4K +$4.31K +62 New
ACS
523
Archford Capital Strategies
Illinois
$3K
OFW
524
Omnia Family Wealth
Florida
$3K
SHJ
525
Sharkey, Howes & Javer
Colorado
$3K

UAL Hedge Fund Activity: Q2 2018 in Review

546 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2018, worth a combined $18.2B — down 2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UAL positions and 70 closed out — a net gain of 2 holders — while 151 added to existing stakes and 220 trimmed.

The largest buyer was Lansdowne Partners (UK), opening a new position worth an estimated $251M. The largest seller was AQR Capital Management, cutting an estimated $247M.

  • 546 institutional investors held United Airlines (UAL) as of Q2 2018, down from 549 in Q1 2018.
  • Funds reported $18.2B of United Airlines stock for Q2 2018, down 2% quarter-over-quarter.
  • 72 funds opened new United Airlines positions in Q2 2018 and 70 closed out, a net change of +2 holders.
  • The largest United Airlines buyer in Q2 2018 was Lansdowne Partners (UK), an estimated $251M added.
  • The largest United Airlines seller in Q2 2018 was AQR Capital Management, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2018.