We are live on ! Find out more
UAL icon

United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$51M -$934K -13,520 -2%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$50.9M +$2.25M +32,612 +5%
GC
53
Guggenheim Capital
Illinois
$49M -$10.6M -153,305 -18%
Prudential Financial
54
Prudential Financial
New Jersey
$46.2M -$4.45M -64,370 -9%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$44.7M -$2.87M -41,500 -6%
GJL
56
Gendell Jeffrey L
$44M -$58.7M -850,189 -57%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$43M -$76M -1,100,022 -64%
UBS Group
58
UBS Group
Switzerland
$41.5M +$14.6M +211,177 +55%
NM
59
NWI Management
New York
$40.6M +$4.15M +60,000 +11%
Calamos Advisors
60
Calamos Advisors
Illinois
$40.2M +$26.6M +384,998 +199%
TC
61
Tyvor Capital
Illinois
$39.8M +$32.8M +475,262 +485%
Alyeska Investment Group
62
Alyeska Investment Group
Illinois
$37M +$36.8M +532,065 New
AL
63
Appaloosa LP
New Jersey
$36.5M +$36.3M +525,289 New
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$36.1M -$21.3M -308,818 -37%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$35.5M -$139M -2,013,201 -80%
HP
66
Hosking Partners
United Kingdom
$35.1M +$1.54M +22,332 +5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.9M +$2.75M +39,871 +9%
Legal & General Group
68
Legal & General Group
United Kingdom
$33.4M -$2.82M -40,857 -8%
LHC
69
Lodge Hill Capital
New York
$33M +$8.64M +125,000 +36%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$32.3M -$6.28M -90,960 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
71
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.7M +$17.2M +249,033 +120%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$31.2M -$1.98M -28,624 -6%
AllianceBernstein
73
AllianceBernstein
Tennessee
$30.9M -$1.54M -22,260 -5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$30.7M -$980K -14,190 -3%
Point72 Asset Management
75
Point72 Asset Management
Connecticut
$30.6M -$2.28M -32,966 -7%

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.