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United Airlines
UAL

578 hedge funds and large institutions have $22.2B invested in United Airlines in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.31% more ownership

Funds ownership: 96.32% → 97.63% (+1.3%)

3% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 67

0% more funds holding

Funds holding: 577 → 578 (+1)

0% more capital invested

Capital invested by funds: $22.2B → $22.2B (+$3.84M)

1% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.34B

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

30% less funds holding in top 10

Funds holding in top 10: 20 → 14 (-6)

Holders
578
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
12.68%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.31%
New
69
Increased
170
Reduced
226
Closed
67
Calls
$1.33B
Puts
$1.34B
Net Calls
-$11.7M
Net Calls Change
+$509M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$312M
2
Citadel Advisors
Citadel Advisors
Florida
+$119M
3
Millennium Management
Millennium Management
New York
+$83.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$61.1M
5
PC
PointState Capital
New York
+$57.6M

Top Sellers

Rank Fund Capital Flow
1
LPU
Lansdowne Partners (UK)
United Kingdom
-$182M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$181M
3
Citigroup
Citigroup
New York
-$115M
4
PCM
PAR Capital Management
Massachusetts
-$89.9M
5
USAA
United Services Automobile Association
Texas
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
551
Whittier Trust
California
$4K – – –
CCM
552
Covington Capital Management
California
$4K +$4.07K +46 New
SFS
553
Sowell Financial Services
Arkansas
$4K +$4.42K +50 New
GWAG
554
Garrett Wealth Advisory Group
Texas
$3.89K +$3.89K +44 New
WPA
555
West Paces Advisors
Georgia
$3.27K – – –
FRA
556
Front Row Advisors
California
$3K – – –
PG
557
Proffitt & Goodson
Tennessee
$3K – – –
TFO
558
Tarbox Family Office
California
$3K – – –
BWM
559
Baystate Wealth Management
Massachusetts
$2K – – –
CIR
560
Clear Investment Research
Georgia
$2K – – –
GWS
561
Glassman Wealth Services
Virginia
$2K +$530 +6 +33%
PWP
562
Personal Wealth Partners
Minnesota
$2K +$1.68K +19 New
EI
563
Ellevest Inc
New York
$2K +$1.77K +20 New
WWM
564
Willingdon Wealth Management
North Carolina
$2K +$2.21K +25 New
AssetMark Inc
565
AssetMark Inc
California
$1K – – –
BL
566
Balentine LLC
Georgia
$1K – – –
FPFS
567
First Personal Financial Services
North Carolina
$1K – – –
GSWM
568
Golden State Wealth Management
California
$1K – – –
NR
569
Newfound Research
Massachusetts
$1K – – –
Fidelity International
570
Fidelity International
Bermuda
$1K +$177 +2 +18%
NFG
571
Next Financial Group
Texas
$1K +$884 +10 New
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.41K +16 New
AA
573
Advisory Alpha
Michigan
$778 +$795 +9 New
GT
574
Glenmede Trust
Pennsylvania
$275 +$21.4K +242 +8%
SWP
575
Strategic Wealth Partners
Ohio
$8 – – –
21 22
23
24 25

UAL Hedge Fund Activity: Q3 2019 in Review

578 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2019, worth a combined $22.2B — up 0.02% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new UAL positions and 67 closed out — a net gain of 2 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $312M. The largest seller was Lansdowne Partners (UK), cutting an estimated $182M.

  • 578 institutional investors held United Airlines (UAL) as of Q3 2019, up from 577 in Q2 2019.
  • Funds reported $22.2B of United Airlines stock for Q3 2019, up 0.02% quarter-over-quarter.
  • 69 funds opened new United Airlines positions in Q3 2019 and 67 closed out, a net change of +2 holders.
  • The largest United Airlines buyer in Q3 2019 was AQR Capital Management, an estimated $312M added.
  • The largest United Airlines seller in Q3 2019 was Lansdowne Partners (UK), an estimated $182M sold.

Based on aggregated 13F filings for Q3 2019.