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United Airlines
UAL

602 hedge funds and large institutions have $21.6B invested in United Airlines in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

4% more funds holding

Funds holding: 578 → 602 (+24)

0% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.36B

0.57% less ownership

Funds ownership: 97.63% → 97.06% (-0.57%)

2% less capital invested

Capital invested by funds: $22.2B → $21.6B (-$540M)

15% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 228

Holders
602
Holders Change
+24
Holders Change %
+4.15%
% of All Funds
11.86%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
85
Increased
194
Reduced
228
Closed
47
Calls
$1.36B
Puts
$1.36B
Net Calls
-$4.27M
Net Calls Change
+$7.39M

Top Buyers

1
BlackRock
BlackRock
New York
+$85.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$39M
5
N
Natixis
France
+$33.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$202M
2
CCP
Cyrus Capital Partners
New York
-$183M
3
Citadel Advisors
Citadel Advisors
Florida
-$118M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$72.5M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
526
Private Capital Group
Connecticut
$27K +$359 +4 +1%
Bessemer Group
527
Bessemer Group
New Jersey
$25K -$38.3K -427 -60%
HDIM
528
Hanson & Doremus Investment Management
Vermont
$25K – – –
APA
529
American Portfolios Advisors
New York
$24.2K – – –
EW
530
Evoke Wealth
California
$22K -$1.79K -20 -7%
CAL
531
Capital Advisors Ltd
Ohio
$22K – – –
VFA
532
Valeo Financial Advisors
Indiana
$22K – – –
EWM
533
Edge Wealth Management
New York
$21K -$89.8K -1,000 -81%
GWM
534
Geneos Wealth Management
Colorado
$21K – – –
SIM
535
Sonora Investment Management
Arizona
$21K – – –
WTC
536
WhitTier Trust Company
Nevada
$20K – – –
ZB
537
Zions Bancorporation
Utah
$20K +$1.62K +18 +9%
IWP
538
IAG Wealth Partners
Wisconsin
$20K +$19.9K +222 New
SC
539
Solstein Capital
California
$20K +$19.9K +222 New
DOA
540
D'Orazio & Associates
Virginia
$18K – – –
TCOV
541
Trust Company of Vermont
Vermont
$17K – – –
TWA
542
TCI Wealth Advisors
Arizona
$17K +$1.35K +15 +8%
WLPWM
543
Walled Lake Planning & Wealth Management
Illinois
$17K +$17.1K +190 New
PFBT
544
Parkside Financial Bank & Trust
Missouri
$16K +$1.35K +15 +9%
ACM
545
AUA Capital Management
Pennsylvania
$15K – – –
TFO
546
Tarbox Family Office
California
$14K +$11.3K +126 +350%
AWM
547
Avior Wealth Management
Nebraska
$13K – – –
DAM
548
Delta Asset Management
Tennessee
$13K – – –
GI
549
Gradient Investments
Minnesota
$12K – – –
LWM
550
Liberty Wealth Management
California
$12K – – –
20 21
22
23 24

UAL Hedge Fund Activity: Q4 2019 in Review

602 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2019, worth a combined $21.6B — down 2.4% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new UAL positions and 47 closed out — a net gain of 38 holders — while 194 added to existing stakes and 228 trimmed.

The largest buyer was BlackRock, adding an estimated $85.1M. The largest seller was Invesco, cutting an estimated $202M.

  • 602 institutional investors held United Airlines (UAL) as of Q4 2019, up from 578 in Q3 2019.
  • Funds reported $21.6B of United Airlines stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 85 funds opened new United Airlines positions in Q4 2019 and 47 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q4 2019 was BlackRock, an estimated $85.1M added.
  • The largest United Airlines seller in Q4 2019 was Invesco, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2019.