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United Airlines

577 hedge funds and large institutions have $22.2B invested in United Airlines in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 234 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

6% more capital invested

Capital invested by funds: $20.9B → $22.2B (+$1.23B)

1.96% less ownership

Funds ownership: 98.27%96.32% (-2%)

5% less funds holding

Funds holding: 606577 (-29)

26% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 234

27% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 74

54% less call options, than puts

Call options by funds: $442M | Put options by funds: $963M

Holders
577
Holders Change
-29
Holders Change %
-4.79%
% of All Funds
12.53%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.43%
New
54
Increased
174
Reduced
234
Closed
74
Calls
$442M
Puts
$963M
Net Calls
-$520M
Net Calls Change
-$262M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
626
Cresset Asset Management
Illinois
-$65K -814 Closed
AIA
627
Alera Investment Advisors
Illinois
-$65K -809 Closed
QT
628
Quantamental Technologies
New York
-$63K -793 Closed
SWM
629
SeaCrest Wealth Management
New York
-$36K -450 Closed
LFA
630
Legacy Financial Advisors
Kentucky
-$30K -382 Closed
NSIM
631
North Star Investment Management
Illinois
-$30K -380 Closed
SHIM
632
Stone House Investment Management
Pennsylvania
-$30K -375 Closed
KPW
633
Kore Private Wealth
New York
-$26K -325 Closed
PFPT
634
Pinnacle Financial Partners (Tennessee)
Tennessee
-$25K -313 Closed
FHB
635
First Hawaiian Bank
Hawaii
-$24K -300 Closed
FC
636
Ferris Capital
Massachusetts
-$12K -149 Closed
WCM
637
WealthBridge Capital Management
Ohio
-$8K -100 Closed
SNT
638
Security National Trust
West Virginia
-$7K -83 Closed
MFW
639
Mosaic Family Wealth
Missouri
-$5K -63 Closed
SFA
640
Semmax Financial Advisors
North Carolina
-$3K -42 Closed
FCA
641
FinTrust Capital Advisors
South Carolina
-$3K -39 Closed
OFW
642
Omnia Family Wealth
Florida
-$3K -36 Closed
PWM
643
PRW Wealth Management
Massachusetts
-$2K -31 Closed
HWA
644
Heritage Wealth Advisors
Virginia
-$1.04K -13 Closed
CHP
645
Cable Hill Partners
Oregon
-$1K -9 Closed
AA
646
Advisory Alpha
Michigan
-$336 -4 Closed
BC
647
Bartlett & Co
Ohio
+$423 +5 New

UAL Hedge Fund Activity: Q2 2019 in Review

577 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2019, worth a combined $22.2B — up 5.9% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of UAL and 54 opened new positions — a net loss of 20 holders — while 234 trimmed existing stakes and 174 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 577 institutional investors held United Airlines (UAL) as of Q2 2019, down from 606 in Q1 2019.
  • Funds reported $22.2B of United Airlines stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 54 funds opened new United Airlines positions in Q2 2019 and 74 closed out, a net change of -20 holders.
  • The largest United Airlines buyer in Q2 2019 was T. Rowe Price Associates, an estimated $143M added.
  • The largest United Airlines seller in Q2 2019 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2019.