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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
CBT
576
Capital Bank & Trust
California
$3K -$6.33K -75 -69%
FCA
577
FinTrust Capital Advisors
South Carolina
$3K -$2.95K -35 -47%
WT
578
Whittier Trust
California
$3K -$1.77K -21 -34%
FRA
579
Front Row Advisors
California
$3K -$506 -6 -16%
BWM
580
Baystate Wealth Management
Massachusetts
$3K -$338 -4 -12%
OFW
581
Omnia Family Wealth
Florida
$3K
PG
582
Proffitt & Goodson
Tennessee
$3K
SWP
583
Strategic Wealth Partners
Ohio
$3K
TFO
584
Tarbox Family Office
California
$3K
SFA
585
Semmax Financial Advisors
North Carolina
$3K +$3.54K +42 New
WPA
586
West Paces Advisors
Georgia
$2.95K
MA
587
MUFG Americas
New York
$2K -$422K -5,000 -99%
CIR
588
Clear Investment Research
Georgia
$2K
PWM
589
PRW Wealth Management
Massachusetts
$2K
YWP
590
YorkBridge Wealth Partners
New York
$2K
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.19K +26 New
HWA
592
Heritage Wealth Advisors
Virginia
$1.04K
AssetMark Inc
593
AssetMark Inc
California
$1K -$245K -2,898 -100%
EWM
594
Executive Wealth Management
Michigan
$1K -$2.03K -24 -65%
Fidelity International
595
Fidelity International
Bermuda
$1K -$338 -4 -31%
CHP
596
Cable Hill Partners
Oregon
$1K
First Manhattan
597
First Manhattan
New York
$1K
GWS
598
Glassman Wealth Services
Virginia
$1K
NR
599
Newfound Research
Massachusetts
$1K +$253 +3 +75%
GSWM
600
Golden State Wealth Management
California
$1K +$760 +9 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.