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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
SMFS
576
Squar Milner Financial Services
California
$8K
VCM
577
Versant Capital Management
Arizona
$8K
BFEC
578
Benjamin F. Edwards & Company
Missouri
$8K +$7.82K +89 +809%
EWA
579
ERTS Wealth Advisors
Michigan
$8K +$8.78K +100 New
WCM
580
WealthBridge Capital Management
Ohio
$8K +$8.78K +100 New
MOS
581
MGO One Seven
Ohio
$8K +$9.13K +104 New
AAP
582
Arax Advisory Partners
Colorado
$7K
FHA
583
First Horizon Advisors
Tennessee
$7K
PCP
584
Proficio Capital Partners
Massachusetts
$7K
GWMIA
585
Global Wealth Management Investment Advisory
Florida
$7K +$7.03K +80 New
AWM
586
AllSquare Wealth Management
New York
$6K
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$6K
IFAM
588
Institutional & Family Asset Management
Colorado
$6K
CA
589
Claro Advisors
Massachusetts
$6K +$6.15K +70 New
LFG
590
Larson Financial Group
Missouri
$6K +$6.15K +70 New
FCA
591
FinTrust Capital Advisors
South Carolina
$6K +$6.5K +74 New
AIM
592
Anchor Investment Management
South Carolina
$5.19K
EWM
593
Edge Wealth Management
New York
$5K
RFA
594
Reilly Financial Advisors
California
$5K
WT
595
Whittier Trust
California
$5K
MCM
596
MV Capital Management
Maryland
$5K +$2.37K +27 +100%
BCI
597
Brinker Capital Investments
Pennsylvania
$4K
SHJ
598
Sharkey, Howes & Javer
Colorado
$4K
WA
599
WealthTrust-Arizona
Arizona
$4K
LGWM
600
Litman Gregory Wealth Management
California
$4K +$4.39K +50 New

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.