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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
DADC
526
D.A. Davidson & Co
Montana
$11K
EARNEST Partners
527
EARNEST Partners
Georgia
$11K +$9.88K +155 New
EA
528
Edge Advisors
Georgia
$11K +$10K +157 New
CIA
529
Cascade Investment Advisors
Oregon
$10.9K +$9.56K +150 New
NFG
530
Next Financial Group
Texas
$9K
OFW
531
Omnia Family Wealth
Florida
$9K +$8.16K +128 New
WPA
532
West Paces Advisors
Georgia
$8.6K +$7.52K +118 New
MBT
533
Monroe Bank & Trust
Michigan
$8K +$6.88K +108 New
FPFS
534
First Personal Financial Services
North Carolina
$7K +$2.55K +40 +67%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.86K +92 New
FHA
536
First Horizon Advisors
Tennessee
$6K
PVH
537
Psagot Value Holdings
Israel
$6K +$5.22K +82 New
AF
538
Allworth Financial
California
$5K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$5K +$1.66K +26 +70%
BIG
540
Bellwether Investment Group
Tennessee
$5K +$4.14K +65 New
FAN
541
Financial Advisors Network
California
$4.3K +$3.82K +60 New
LS
542
Livforsakringsbolaget Skandia
Sweden
$4.11K +$462K +7,251 +15%
HNB
543
Huntington National Bank
Ohio
$4K +$956 +15 +33%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$11.4K -179 -82%
ACS
545
Archford Capital Strategies
Illinois
$3K
FIB
546
First Interstate Bank
Montana
$3K
SHJ
547
Sharkey, Howes & Javer
Colorado
$3K
SIC
548
Salem Investment Counselors
North Carolina
$3K +$2.8K +44 New
WA
549
WealthTrust-Arizona
Arizona
$2K -$4.78K -75 -75%
LWM
550
LBA Wealth Management
Florida
$2K

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.