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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
GTAM
551
Global Trust Asset Management
Florida
$16K
HMS
552
Hanseatic Management Services
New Mexico
$16K
AQA
553
Alpha Quant Advisors
Texas
$16K +$16.4K +187 New
AIS
554
Accurate Investment Solutions
Pennsylvania
$15K
ACM
555
AUA Capital Management
Pennsylvania
$15K
TWA
556
TCI Wealth Advisors
Arizona
$14K +$527 +6 +4%
SNT
557
Security National Trust
West Virginia
$13K
Schroder Investment Management Group
558
Schroder Investment Management Group
United Kingdom
$12K +$11.5M +130,717 +1,030%
FC
559
Ferris Capital
Massachusetts
$12K -$4.83K -55 -27%
AWM
560
Avior Wealth Management
Nebraska
$12K
CCM
561
Cribstone Capital Management
Maine
$12K
PFBT
562
Parkside Financial Bank & Trust
Missouri
$12K +$615 +7 +5%
CIA
563
CSat Investment Advisory
Michigan
$12K +$2.28K +26 +22%
GI
564
Gradient Investments
Minnesota
$11K
ONST
565
Old North State Trust
North Carolina
$11K
SFSIG
566
San Francisco Sentry Investment Group
California
$11K +$5.01K +57 +76%
FTI
567
Fiduciary Trust International
Massachusetts
$11K +$11.1K +126 New
WANY
568
Wealthspire Advisors (New York)
New York
$11K +$11.5K +131 New
CFA
569
Clarfeld Financial Advisors
New York
$10K +$10.1K +115 New
CBT
570
Capital Bank & Trust
California
$9K
LWA
571
Lenox Wealth Advisors
New York
$9K
FIA
572
FNY Investment Advisers
New York
$9K +$10.4K +118 New
PHK
573
Point72 Hong Kong
Hong Kong
$8K -$100K -1,141 -92%
PCA
574
Providence Capital Advisors
North Carolina
$8K
RWA
575
River Wealth Advisors
Pennsylvania
$8K

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.