United Airlines
UAL
570 hedge funds and large institutions have $21.2B invested in United Airlines in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 181 increasing their positions, 226 reducing their positions, and 59 closing their positions.
32% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 59
1% more funds holding
Funds holding: 562 → 570 (+8)
0.06% less ownership
Funds ownership: 95.35% → 95.29% (-0.06%)
4% less capital invested
Capital invested by funds: $22.1B → $21.2B (-$886M)
20% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 226
25% less funds holding in top 10
Funds holding in top 10: 32 → 24 (-8)
35% less call options, than puts
Call options by funds: $311M | Put options by funds: $482M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.56B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$161M |
| 3 |
CCP
Cyrus Capital Partners
New York
|
+$122M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$89M |
| 5 |
Goldman Sachs
New York
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$233M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$137M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$103M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$96.4M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$50.7M |
UAL Hedge Fund Activity: Q1 2017 in Review
570 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2017, worth a combined $21.2B — down 4% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new UAL positions and 59 closed out — a net gain of 19 holders — while 181 added to existing stakes and 226 trimmed.
The largest buyer was BlackRock, adding an estimated $1.56B. The largest seller was Fidelity Investments, cutting an estimated $233M.
- 570 institutional investors held United Airlines (UAL) as of Q1 2017, up from 562 in Q4 2016.
- Funds reported $21.2B of United Airlines stock for Q1 2017, down 4% quarter-over-quarter.
- 78 funds opened new United Airlines positions in Q1 2017 and 59 closed out, a net change of +19 holders.
- The largest United Airlines buyer in Q1 2017 was BlackRock, an estimated $1.56B added.
- The largest United Airlines seller in Q1 2017 was Fidelity Investments, an estimated $233M sold.
Based on aggregated 13F filings for Q1 2017.