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United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
551
Old North State Trust
North Carolina
$11K
PI
552
PineBridge Investments
New York
$9K +$9.2K +109 New
CFG
553
Citizens Financial Group
Rhode Island
$9K +$9.71K +115 New
BFEC
554
Benjamin F. Edwards & Company
Missouri
$8K
LWA
555
Lenox Wealth Advisors
New York
$8K
PCA
556
Providence Capital Advisors
North Carolina
$8K
VCM
557
Versant Capital Management
Arizona
$8K
WCM
558
WealthBridge Capital Management
Ohio
$8K
SNT
559
Security National Trust
West Virginia
$7K -$6.33K -75 -47%
SFSIG
560
San Francisco Sentry Investment Group
California
$7K -$4.05K -48 -36%
SMFS
561
Squar Milner Financial Services
California
$7K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.52K +18 +24%
FHA
563
Flagship Harbor Advisors
Massachusetts
$7K +$5.06K +60 +200%
BBHC
564
Brown Brothers Harriman & Co
New York
$7K +$7.93K +94 New
AWM
565
AllSquare Wealth Management
New York
$6K
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$6K
IFAM
567
Institutional & Family Asset Management
Colorado
$6K
LFG
568
Larson Financial Group
Missouri
$6K
MCM
569
MV Capital Management
Maryland
$6K +$2.19K +26 +48%
GAM
570
Gemmer Asset Management
California
$5K +$2.95K +35 +121%
MFW
571
Mosaic Family Wealth
Missouri
$5K +$5.32K +63 New
AIM
572
Anchor Investment Management
South Carolina
$4.95K
EWM
573
Edge Wealth Management
New York
$4K
SHJ
574
Sharkey, Howes & Javer
Colorado
$4K
WCG
575
Weaver Consulting Group
California
$4K +$4.22K +50 New

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.