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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
51
Norges Bank
Norway
$80.5M +$5.31M +95,867 +9%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$76.9M -$2.52M -45,490 -4%
Franklin Resources
53
Franklin Resources
California
$73.8M -$11K -199 -0%
AC
54
Alleghany Corporation
New York
$73.6M +$60.9M +1,100,000 New
CGM
55
Capital Growth Management
Massachusetts
$67.6M +$55.9M +1,010,000 New
Capital Research Global Investors
56
Capital Research Global Investors
California
$66.9M -$55.4M -999,996 -50%
MAA
57
Managed Account Advisors
New Jersey
$66.5M +$5.97M +107,872 +12%
Invesco
58
Invesco
Georgia
$65.8M +$19.1M +344,690 +54%
Prudential Financial
59
Prudential Financial
New Jersey
$62.3M +$35.1M +633,400 +213%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$58.9M -$13.6M -245,504 -22%
Two Sigma Investments
61
Two Sigma Investments
New York
$57.8M +$47.9M +864,013 New
Citadel Advisors
62
Citadel Advisors
Florida
$55.9M +$6.89M +124,325 +17%
USAA
63
United Services Automobile Association
Texas
$53.8M -$4.46M -80,589 -9%
Millennium Management
64
Millennium Management
New York
$51.7M -$1.21M -21,893 -3%
AQR Capital Management
65
AQR Capital Management
Connecticut
$51.5M +$37.2M +671,750 +689%
TA
66
Teachers Advisors
New York
$49.9M -$5.66M -102,187 -12%
Allianz Asset Management
67
Allianz Asset Management
Germany
$49.6M +$8.2M +148,037 +25%
TGA
68
Trilogy Global Advisors
Florida
$47.3M -$14.7M -265,523 -27%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$46.6M +$368K +6,647 +1%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$46.5M -$2.26M -40,870 -6%
CANY
71
Caxton Associates (New York)
New York
$44M +$36.4M +658,100 New
ST
72
Spot Trading
Illinois
$43.5M +$23.4M +422,053 +185%
Deutsche Bank
73
Deutsche Bank
Germany
$42.5M -$13M -234,169 -27%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$41.5M +$11.6M +209,184 +51%
KCM
75
Kingdon Capital Management
New York
$41.4M +$21.2M +383,200 +163%
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UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.