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United Airlines
UAL

602 hedge funds and large institutions have $21.6B invested in United Airlines in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

4% more funds holding

Funds holding: 578 → 602 (+24)

0% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.36B

0.57% less ownership

Funds ownership: 97.63% → 97.06% (-0.57%)

2% less capital invested

Capital invested by funds: $22.2B → $21.6B (-$540M)

15% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 228

Holders
602
Holders Change
+24
Holders Change %
+4.15%
% of All Funds
11.86%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.33%
New
85
Increased
194
Reduced
228
Closed
47
Calls
$1.36B
Puts
$1.36B
Net Calls
-$4.27M
Net Calls Change
+$7.39M

Top Buyers

1
BlackRock
BlackRock
New York
+$85.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$75.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$39M
5
N
Natixis
France
+$33.7M

Top Sellers

1
Invesco
Invesco
Georgia
-$202M
2
CCP
Cyrus Capital Partners
New York
-$183M
3
Citadel Advisors
Citadel Advisors
Florida
-$118M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$72.5M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$47.6M -$4.18M -46,525 -8%
BCM
52
Bridgeway Capital Management
Texas
$46.3M -$10.5M -117,500 -18%
MVP
53
Miller Value Partners
Florida
$44.4M -$11.6M -129,085 -20%
Barclays
54
Barclays
United Kingdom
$44.3M +$4.4M +49,068 +11%
Teacher Retirement System of Texas
55
Teacher Retirement System of Texas
Texas
$43.1M +$11.6M +129,245 +36%
N
56
Natixis
France
$42.3M +$33.7M +375,753 +356%
Man Group
57
Man Group
United Kingdom
$40.1M +$6.5M +72,377 +19%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$39.9M +$1.4M +15,559 +4%
UBS AM
59
UBS AM
Illinois
$38.8M +$1.14M +12,710 +3%
Wells Fargo
60
Wells Fargo
California
$38.4M -$16.8M -186,702 -30%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$37.5M +$10.6M +118,168 +38%
AllianceBernstein
62
AllianceBernstein
Tennessee
$37.2M +$4.72M +52,575 +14%
Ameriprise
63
Ameriprise
Minnesota
$36.7M -$36.7M -409,381 -50%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$36.5M +$1.16M +12,945 +3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$34.7M +$519K +5,786 +1%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$34.4M -$6.19M -69,014 -15%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$33.5M -$14.7M -163,259 -30%
CAM
68
ClariVest Asset Management
California
$33.4M -$3.23M -36,020 -9%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$33M +$625K +6,958 +2%
Robeco Institutional Asset Management
70
Robeco Institutional Asset Management
Netherlands
$33M -$3.06M -34,054 -8%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$32.6M +$14.8M +164,607 +80%
First Trust Advisors
72
First Trust Advisors
Illinois
$32.3M +$1.55M +17,314 +5%
CCM
73
Candlestick Capital Management
Connecticut
$31.7M +$32.3M +359,747 New
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$31.4M -$1.8M -20,007 -5%
CS
75
Credit Suisse
Switzerland
$31M +$11.6M +128,847 +58%
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UAL Hedge Fund Activity: Q4 2019 in Review

602 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2019, worth a combined $21.6B — down 2.4% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new UAL positions and 47 closed out — a net gain of 38 holders — while 194 added to existing stakes and 228 trimmed.

The largest buyer was BlackRock, adding an estimated $85.1M. The largest seller was Invesco, cutting an estimated $202M.

  • 602 institutional investors held United Airlines (UAL) as of Q4 2019, up from 578 in Q3 2019.
  • Funds reported $21.6B of United Airlines stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 85 funds opened new United Airlines positions in Q4 2019 and 47 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q4 2019 was BlackRock, an estimated $85.1M added.
  • The largest United Airlines seller in Q4 2019 was Invesco, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2019.