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United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
501
Quantamental Technologies
New York
$63K -$222K -2,630 -77%
OSNBOA
502
Old Second National Bank of Aurora
Illinois
$61K
GLI
503
Guardian Life Insurance
New York
$52K
FIB
504
First Interstate Bank
Montana
$49K
HI
505
Hudock Inc
Pennsylvania
$47K
PCP
506
Proficio Capital Partners
Massachusetts
$40K +$35.1K +416 +467%
SF
507
Synovus Financial
Georgia
$39K
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$38K -$422 -5 -1%
SWM
509
SeaCrest Wealth Management
New York
$36K +$4.22K +50 +13%
IA
510
IFP Advisors
Florida
$32K -$72K -853 -68%
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$338 -4 -1%
PCM
512
Princeton Capital Management
New Jersey
$32K
SLF
513
Sun Life Financial
Ontario, Canada
$30K -$21.5K -255 -40%
LFA
514
Legacy Financial Advisors
Kentucky
$30K -$7.93K -94 -20%
NSIM
515
North Star Investment Management
Illinois
$30K
SHIM
516
Stone House Investment Management
Pennsylvania
$30K +$31.6K +375 New
LC
517
Lindbrook Capital
California
$29K
BCA
518
Berman Capital Advisors
Georgia
$29K +$7K +83 +29%
RFM
519
Royal Fund Management
Florida
$27K
SCM
520
Shelton Capital Management
Colorado
$26.2K +$176K +2,091 New
KPW
521
Kore Private Wealth
New York
$26K
MRCM
522
M&R Capital Management
New Jersey
$26K
S
523
SignatureFD
Georgia
$26K
PCG
524
Private Capital Group
Connecticut
$25K +$2.28K +27 +9%
PFPT
525
Pinnacle Financial Partners (Tennessee)
Tennessee
$25K +$26.4K +313 New

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.