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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
ACA
601
Ackerman Capital Advisors
Texas
$4K +$29.4M +334,920 New
WPA
602
West Paces Advisors
Georgia
$3.1K
OFW
603
Omnia Family Wealth
Florida
$3K
PG
604
Proffitt & Goodson
Tennessee
$3K
TFO
605
Tarbox Family Office
California
$3K
BWM
606
Baystate Wealth Management
Massachusetts
$3K +$1.23K +14 +70%
HR
607
Howe & Rusling
New York
$3K +$2.99K +34 New
EWM
608
Executive Wealth Management
Michigan
$3K +$3.25K +37 New
FRA
609
Front Row Advisors
California
$3K +$3.34K +38 New
SWP
610
Strategic Wealth Partners
Ohio
$3K +$3.34K +38 New
HPC
611
HM Payson & Co
Maine
$3K +$3.43K +39 New
CIR
612
Clear Investment Research
Georgia
$2K
First Manhattan
613
First Manhattan
New York
$2K
YWP
614
YorkBridge Wealth Partners
New York
$2K
PWMG
615
Prestige Wealth Management Group
New Jersey
$2K +$2.02K +23 New
FHA
616
Flagship Harbor Advisors
Massachusetts
$2K +$2.2K +25 +500%
GAM
617
Gemmer Asset Management
California
$2K +$2.55K +29 New
PWM
618
PRW Wealth Management
Massachusetts
$2K +$2.72K +31 New
Fidelity International
619
Fidelity International
Bermuda
$1K -$176 -2 -13%
CHP
620
Cable Hill Partners
Oregon
$1K
CFA
621
Carroll Financial Associates
North Carolina
$1K
GWS
622
Glassman Wealth Services
Virginia
$1K
HWA
623
Heritage Wealth Advisors
Virginia
$1K
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.41K +16 New
NA
625
NewEdge Advisors
Louisiana
$543 +$570K +6,484 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.