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United Airlines
UAL

577 hedge funds and large institutions have $22.2B invested in United Airlines in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 234 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

6% more capital invested

Capital invested by funds: $20.9B → $22.2B (+$1.23B)

1.96% less ownership

Funds ownership: 98.27% → 96.32% (-2%)

5% less funds holding

Funds holding: 606 → 577 (-29)

26% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 234

27% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 74

54% less call options, than puts

Call options by funds: $442M | Put options by funds: $963M

Holders
577
Holders Change
-29
Holders Change %
-4.79%
% of All Funds
12.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.43%
New
54
Increased
174
Reduced
234
Closed
74
Calls
$442M
Puts
$963M
Net Calls
-$520M
Net Calls Change
-$262M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$142M
3
N
Nuveen
North Carolina
+$117M
4
Citigroup
Citigroup
New York
+$96.8M
5
IP
Interval Partners
New York
+$77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$93.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$82.9M
4
Deutsche Bank
Deutsche Bank
Germany
-$71.5M
5
Squarepoint
Squarepoint
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
551
Capital Bank & Trust
California
$3K – – –
FRA
552
Front Row Advisors
California
$3K – – –
PG
553
Proffitt & Goodson
Tennessee
$3K – – –
TFO
554
Tarbox Family Office
California
$3K – – –
SMFS
555
Squar Milner Financial Services
California
$2K -$5.92K -70 -74%
BWM
556
Baystate Wealth Management
Massachusetts
$2K -$846 -10 -33%
CIR
557
Clear Investment Research
Georgia
$2K – – –
First Manhattan
558
First Manhattan
New York
$2K – – –
LWCFA
559
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
YWP
560
YorkBridge Wealth Partners
New York
$2K – – –
GWS
561
Glassman Wealth Services
Virginia
$2K +$254 +3 +20%
WIM
562
Westside Investment Management
California
$1K +$970K +11,460 New
AssetMark Inc
563
AssetMark Inc
California
$1K – – –
EWM
564
Executive Wealth Management
Michigan
$1K – – –
NR
565
Newfound Research
Massachusetts
$1K – – –
Fidelity International
566
Fidelity International
Bermuda
$1K +$169 +2 +22%
AF
567
Advisornet Financial
Minnesota
$1K +$592 +7 New
BL
568
Balentine LLC
Georgia
$1K +$762 +9 New
FPFS
569
First Personal Financial Services
North Carolina
$1K +$1.02K +12 New
W
570
WealthStone
Ohio
$612 +$592 +7 New
BCWM
571
Bartlett & Co Wealth Management
Ohio
$438 +$423 +5 New
GT
572
Glenmede Trust
Pennsylvania
$251 -$6.6K -78 -3%
Point72 Asset Management
573
Point72 Asset Management
Connecticut
– -$93.5M -1,171,995 Closed
Holocene Advisors
574
Holocene Advisors
New York
– -$46.2M -579,608 Closed
JIM
575
Jupiter Investment Management
United Kingdom
– -$31.7M -397,855 Closed
21 22
23
24 25

UAL Hedge Fund Activity: Q2 2019 in Review

577 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2019, worth a combined $22.2B — up 5.9% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of UAL and 54 opened new positions — a net loss of 20 holders — while 234 trimmed existing stakes and 174 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 577 institutional investors held United Airlines (UAL) as of Q2 2019, down from 606 in Q1 2019.
  • Funds reported $22.2B of United Airlines stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 54 funds opened new United Airlines positions in Q2 2019 and 74 closed out, a net change of -20 holders.
  • The largest United Airlines buyer in Q2 2019 was T. Rowe Price Associates, an estimated $143M added.
  • The largest United Airlines seller in Q2 2019 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2019.