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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
AAMU
526
Amundi Asset Management US
Massachusetts
$30.5K -$9.88M -112,501 -24%
QCG
527
Quadrant Capital Group
Ohio
$30K +$1.93K +22 +6%
Pacer Advisors
528
Pacer Advisors
Pennsylvania
$29K -$1.08M -12,292 -97%
RFM
529
Royal Fund Management
Florida
$28K
S
530
SignatureFD
Georgia
$27K -$966 -11 -3%
KPW
531
Kore Private Wealth
New York
$27K +$28.5K +325 New
FGC
532
Financial Gravity Companies
Texas
$26K +$26.4K +301 New
MRCM
533
M&R Capital Management
New Jersey
$25K
FAM
534
Fred Alger Management
New York
$25K +$18.9K +215 +269%
SIAG
535
Signet Investment Advisory Group
Rhode Island
$25K +$26.4K +300 New
APA
536
American Portfolios Advisors
New York
$24.2K -$75.8K -863 -75%
PCG
537
Private Capital Group
Connecticut
$24K -$1.49K -17 -6%
BCA
538
Berman Capital Advisors
Georgia
$24K +$25.3K +288 New
TCOV
539
Trust Company of Vermont
Vermont
$23K -$8.43K -96 -26%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$22.5K
CAW
541
Cornerstone Advisors (Washington)
Washington
$22K +$1.67K +19 +8%
HNB
542
Huntington National Bank
Ohio
$21K -$18.9K -215 -47%
CAL
543
Capital Advisors Ltd
Ohio
$21K
PG
544
Patten Group
Tennessee
$21K
GWM
545
Geneos Wealth Management
Colorado
$20K -$3.07K -35 -12%
SIM
546
Sonora Investment Management
Arizona
$20K +$20.8K +237 New
WTC
547
WhitTier Trust Company
Nevada
$19K +$264 +3 +1%
AIM
548
Advantage Investment Management
Iowa
$17K
DOA
549
D'Orazio & Associates
Virginia
$17K
VFA
550
Valeo Financial Advisors
Indiana
$17K

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.