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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
ACS
526
Archford Capital Strategies
Illinois
$3K +$3.38K +49 New
WPA
527
West Paces Advisors
Georgia
$2.57K
Nomura Holdings
528
Nomura Holdings
Japan
$2.37K +$1.24M +18,002 +111%
IBOK
529
Independence Bank of Kentucky
Kentucky
$2K
YWP
530
YorkBridge Wealth Partners
New York
$2K
WDL
531
Well Done LLC
Michigan
$2K +$1.59K +23 New
SLF
532
Sun Life Financial
Ontario, Canada
$1.1K -$32.7K -474 -86%
HR
533
Howe & Rusling
New York
$1K -$1.1K -16 -55%
AC
534
Avestar Capital
New York
$1K -$553 -8 -35%
BWM
535
Baystate Wealth Management
Massachusetts
$1K
CHP
536
Cable Hill Partners
Oregon
$1K
First Manhattan
537
First Manhattan
New York
$1K
MA
538
MCF Advisors
Kentucky
$1K
VNA
539
Valley National Advisers
Pennsylvania
$1K
VIA
540
Vantage Investment Advisors
Pennsylvania
$1K
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$1K
CFA
542
Carroll Financial Associates
North Carolina
$1K +$1.17K +17 New
FA
543
Fagan Associates
New York
$292 +$291K +4,205 New
GAM
544
Gotham Asset Management
New York
-$21.7M -321,364 Closed
CANY
545
Caxton Associates (New York)
New York
-$16.9M -250,000 Closed
JCM
546
JS Capital Management
New York
-$8.53M -126,500 Closed
Capital Fund Management (CFM)
547
Capital Fund Management (CFM)
France
-$6.65M -96,317 Closed
ACPU
548
Arrowgrass Capital Partners (US)
Delaware
-$6.19M -91,880 Closed
SAM
549
Scopus Asset Management
New York
-$6.07M -90,000 Closed
ARTA
550
A.R.T. Advisors
New York
-$5.55M -82,400 Closed

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.