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United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
526
Parkside Financial Bank & Trust
Missouri
$12K -$1.4K -17 -11%
GI
527
Gradient Investments
Minnesota
$12K – – –
ONST
528
Old North State Trust
North Carolina
$12K +$11.5K +139 New
CIA
529
CSat Investment Advisory
Michigan
$11K -$2.64K -32 -21%
EARNEST Partners
530
EARNEST Partners
Georgia
$11K – – –
CBT
531
Capital Bank & Trust
California
$10K – – –
LWA
532
Lenox Wealth Advisors
New York
$9K – – –
PCA
533
Providence Capital Advisors
North Carolina
$9K – – –
RWA
534
River Wealth Advisors
Pennsylvania
$9K – – –
VCM
535
Versant Capital Management
Arizona
$9K – – –
TA
536
Townsend & Associates
Colorado
$9K +$8.25K +100 New
WSTAM
537
Wilbanks Smith & Thomas Asset Management
Virginia
$9K +$8.66K +105 New
KJWM
538
Kiley Juergens Wealth Management
Washington
$8K – – –
PCP
539
Proficio Capital Partners
Massachusetts
$8K – – –
SMFS
540
Squar Milner Financial Services
California
$8K – – –
AWM
541
AllSquare Wealth Management
New York
$7K – – –
FAM
542
Fred Alger Management
New York
$7K +$82 +1 +1%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$7K +$495 +6 +9%
SFSIG
544
San Francisco Sentry Investment Group
California
$7K +$1.49K +18 +32%
FHA
545
First Horizon Advisors
Tennessee
$7K +$6.52K +79 New
AAP
546
Arax Advisory Partners
Colorado
$7K +$6.6K +80 New
IFAM
547
Institutional & Family Asset Management
Colorado
$6K – – –
MCM
548
Monument Capital Management
Virginia
$6K +$5.28K +64 New
FHB
549
First Hawaiian Bank
Hawaii
$6K +$5.44K +66 New
AIM
550
Anchor Investment Management
South Carolina
$5.52K – – –
20 21
22
23 24

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.