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United Airlines
UAL

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546 → 580 (+34)

2.56% more ownership

Funds ownership: 94.3% → 96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$138M
2
LPU
Lansdowne Partners (UK)
United Kingdom
+$133M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
Millennium Management
Millennium Management
New York
+$96.7M
5
AC
Ashler Capital
Illinois
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$97.6M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$79.7M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$77.7M
4
Barclays
Barclays
United Kingdom
-$63.6M
5
Bank of America
Bank of America
North Carolina
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
601
180 Wealth Advisors
Washington
– -$728K -10,435 Closed
DMK
602
David M. Knott
– -$697K -10,000 Closed
MIH
603
Meitav Investment House
Israel
– -$694K -10,000 Closed
OI
604
Oakbrook Investments
Illinois
– -$685K -9,825 Closed
Coatue Management
605
Coatue Management
New York
– -$564K -8,086 Closed
QAM
606
Quantres Asset Management
Cayman Islands
– -$558K -8,000 Closed
JIM
607
Jupiter Investment Management
United Kingdom
– -$522K -7,500 Closed
OTPPB
608
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$501K -7,184 Closed
SCC
609
Spring Creek Capital
Kansas
– -$499K -7,159 Closed
SL
610
Signition LP
New York
– -$449K -6,443 Closed
WMSA
611
Weiss Multi-Strategy Advisers
New York
– -$230K -3,300 Closed
CA
612
Cynosure Advisors
Utah
– -$225K -3,226 Closed
LP
613
LMR Partners
United Kingdom
– -$220K -3,156 Closed
Rafferty Asset Management
614
Rafferty Asset Management
New York
– -$214K -3,073 Closed
PL
615
Parkwood LLC
Ohio
– -$208K -2,980 Closed
MWAC
616
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$200K -2,875 Closed
RWP
617
RWA Wealth Partners
Massachusetts
– -$112K -1,608 Closed
AIM
618
Assured Investment Management
New York
– -$102K -1,468 Closed
CF
619
Centaurus Financial
California
– -$72K -1,032 Closed
BWL
620
Bogart Wealth LLC
Virginia
– -$69K -1,000 Closed
PCM
621
Prelude Capital Management
New York
– -$78.6K -953 Closed
GFP
622
Gryphon Financial Partners
Ohio
– -$36K -524 Closed
CWA
623
Clarus Wealth Advisors
Arizona
– -$36K -512 Closed
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
– -$29K -423 Closed
MPPLM
625
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$7K -98 Closed
22 23 24
25
26

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.