We are live on ! Find out more
UAL icon

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
MWM
651
Meridian Wealth Management
Kentucky
-$329K -3,930 Closed
ACM
652
AlphaCrest Capital Management
New York
-$329K -3,928 Closed
SDIC
653
South Dakota Investment Council
South Dakota
-$315K -3,761 Closed
SRAM
654
Stone Ridge Asset Management
New York
-$314K -3,751 Closed
BMM
655
Buffington Mohr McNeal
Idaho
-$285K -3,400 Closed
PAA
656
Peregrine Asset Advisers
Oregon
-$255K -3,050 Closed
SCP
657
Stamos Capital Partners
California
-$251K -3,000 Closed
FIM
658
Freedom Investment Management
Connecticut
-$244K -2,917 Closed
QSS
659
Quantitative Systematic Strategies
Florida
-$239K -2,849 Closed
TSS
660
Two Sigma Securities
New York
-$232K -2,752 Closed
PC
661
Periscope Capital
Ontario, Canada
-$225K -2,686 Closed
CCIA
662
Campbell & Co Investment Adviser
Maryland
-$245K -2,647 Closed
II
663
Ibex Investors
Colorado
-$217K -2,588 Closed
SPIA
664
Steward Partners Investment Advisory
New York
-$207K -2,483 Closed
JA
665
JOYN Advisors
Georgia
-$200K -2,391 Closed
BCM
666
Brasada Capital Management
Texas
-$50K -599 Closed
HFM
667
Harvest Fund Management
China
-$46K -548 Closed
DBT
668
Dubuque Bank & Trust
Iowa
-$45K -540 Closed
VAIA
669
Virtus Alternative Investment Advisers
Connecticut
-$40K -481 Closed
TAIM
670
TD Ameritrade Investment Management
Nebraska
-$39K -471 Closed
ClearBridge Investments
671
ClearBridge Investments
New York
-$33K -400 Closed
SIAG
672
Signet Investment Advisory Group
Rhode Island
-$25K -300 Closed
FAM
673
Fred Alger Management
New York
-$25K -295 Closed
PG
674
Patten Group
Tennessee
-$21K -250 Closed
GTAM
675
Global Trust Asset Management
Florida
-$16K -191 Closed

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.