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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
SWA
501
Sutton Wealth Advisors
Florida
$72.2K
AIA
502
Alera Investment Advisors
Illinois
$70K +$73K +831 New
OSNBOA
503
Old Second National Bank of Aurora
Illinois
$64K
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$57K +$9.84K +112 +20%
GLI
505
Guardian Life Insurance
New York
$55K
SLF
506
Sun Life Financial
Ontario, Canada
$53K +$264 +3 +0.5%
FIB
507
First Interstate Bank
Montana
$51K
BCM
508
Brasada Capital Management
Texas
$50K +$176 +2 +0.3%
KA
509
Kaizen Advisory
Illinois
$50K +$3.07K +35 +6%
HI
510
Hudock Inc
Pennsylvania
$49K
CAM
511
Cresset Asset Management
Illinois
$48K +$49.9K +568 New
HFM
512
Harvest Fund Management
China
$46K -$10.2K -116 -17%
FAF
513
Fjarde Ap-fonden
Sweden
$45K -$149K -1,700 -76%
DBT
514
Dubuque Bank & Trust
Iowa
$45K +$47.4K +540 New
SF
515
Synovus Financial
Georgia
$41K
LFA
516
Legacy Financial Advisors
Kentucky
$40K -$6.06K -69 -13%
VAIA
517
Virtus Alternative Investment Advisers
Connecticut
$40K +$878 +10 +2%
CAPTRUST Financial Advisors
518
CAPTRUST Financial Advisors
North Carolina
$40K +$42.3K +481 New
TAIM
519
TD Ameritrade Investment Management
Nebraska
$39K +$22.4K +255 +118%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$351 +4 +1%
PCM
521
Princeton Capital Management
New Jersey
$33K -$81.3K -925 -70%
ClearBridge Investments
522
ClearBridge Investments
New York
$33K
SWM
523
SeaCrest Wealth Management
New York
$33K +$13.2K +150 +60%
NSIM
524
North Star Investment Management
Illinois
$32K
LC
525
Lindbrook Capital
California
$31K +$33K +376 New

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.