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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
576
Tocqueville Asset Management
New York
-$312K -4,625 Closed
LCS
577
Levin Capital Strategies
New York
-$307K -4,551 Closed
TAM
578
Tiverton Asset Management
Delaware
-$289K -4,283 Closed
VIA
579
Virtus Investment Advisers
Connecticut
-$273K -4,049 Closed
HCM
580
Highbridge Capital Management
New York
-$257K -3,818 Closed
IAA
581
Independent Advisor Alliance
North Carolina
-$247K -3,609 Closed
DS
582
DRW Securities
Illinois
-$238K -3,528 Closed
IIM
583
Intact Investment Management
Quebec, Canada
-$229K -3,400 Closed
BTS
584
BB&T Securities
Virginia
-$209K -3,109 Closed
CCA
585
Covey Capital Advisors
Georgia
-$202K -3,000 Closed
ATFA
586
All Terrain Financial Advisors
Minnesota
-$182K -2,700 Closed
FIM
587
Foresters Investment Management
New York
-$148K -2,200 Closed
NAMA
588
Nikko Asset Management Americas
New York
-$97K -1,600 Closed
PVH
589
Psagot Value Holdings
Israel
-$108K -1,600 Closed
EWM
590
Evercore Wealth Management
New York
-$101K -1,500 Closed
STA
591
Summit Trail Advisors
New York
-$101K -1,463 Closed
BCI
592
Brinker Capital Investments
Pennsylvania
-$68K -1,005 Closed
GT
593
Greenleaf Trust
Michigan
-$33K -496 Closed
IAM
594
Integre Asset Management
New York
-$23K -341 Closed
FGC
595
Financial Gravity Companies
Texas
-$19K -287 Closed
ZB
596
Zions Bancorporation
Utah
-$13K -187 Closed
BBHC
597
Brown Brothers Harriman & Co
New York
-$8K -119 Closed
FPFS
598
First Personal Financial Services
North Carolina
-$7K -100 Closed
KJWM
599
Kiley Juergens Wealth Management
Washington
-$6K -100 Closed
AIL
600
AGF Investments LLC
Ontario, Canada
-$6K -84 Closed

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.