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United Airlines

551 hedge funds and large institutions have $8.56B invested in United Airlines in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 172 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $6.26B → $8.56B (+$2.3B)

17% more funds holding

Funds holding: 472551 (+79)

13% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 152

6.13% more ownership

Funds ownership: 61.51%67.64% (+6.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.43B

Holders
551
Holders Change
+79
Holders Change %
+16.74%
% of All Funds
9.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
132
Increased
172
Reduced
152
Closed
44
Calls
$1.19B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$21.9M +$81.4K +2,013 +0.4%
Legal & General Group
52
Legal & General Group
United Kingdom
$21.7M -$1.6M -39,531 -7%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$21.4M +$730K +18,045 +4%
AAMU
54
Amundi Asset Management US
Massachusetts
$20.9M +$3.04M +75,086 +18%
PCIG
55
Partners Capital Investment Group
Massachusetts
$18.1M +$5.51M +136,208 +48%
DLA
56
Douglas Lane & Associates
New York
$17.8M -$1.24M -30,673 -7%
JP Morgan Chase
57
JP Morgan Chase
New York
$17.7M -$4.71M -116,533 -22%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$17.6M +$14.8M +366,874 +931%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$17.2M -$826K -20,429 -5%
AllianceBernstein
60
AllianceBernstein
Tennessee
$17M -$1.8M -44,586 -10%
Principal Financial Group
61
Principal Financial Group
Iowa
$16.5M -$1.1M -27,085 -7%
FMI
62
Factory Mutual Insurance
Massachusetts
$15.8M +$380K +9,400 +3%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$15.3M +$1.63M +40,209 +13%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$15.2M +$4.21K +104 +0%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$15M +$14M +346,380 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$14.4M +$5.71M +141,123 +72%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$14.3M -$1.91M -47,300 -13%
EP
68
Edgestream Partners
New Jersey
$13.9M +$12.5M +308,619 +2,553%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M -$1.64M -40,661 -12%
HP
70
Hosking Partners
United Kingdom
$12.7M -$398K -9,841 -3%
Squarepoint
71
Squarepoint
New York
$12.5M +$2.76M +68,144 +31%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$11.8M +$10.7M +264,227 +3,479%
First Trust Advisors
73
First Trust Advisors
Illinois
$11.7M -$26.3M -650,917 -71%
SH
74
SeaTown Holdings
Singapore
$10.8M
Barclays
75
Barclays
United Kingdom
$10.8M -$4.23M -104,481 -30%

UAL Hedge Fund Activity: Q4 2020 in Review

551 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2020, worth a combined $8.56B — up 37% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new UAL positions and 44 closed out — a net gain of 88 holders — while 172 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Fidelity International, cutting an estimated $78.6M.

  • 551 institutional investors held United Airlines (UAL) as of Q4 2020, up from 472 in Q3 2020.
  • Funds reported $8.56B of United Airlines stock for Q4 2020, up 37% quarter-over-quarter.
  • 132 funds opened new United Airlines positions in Q4 2020 and 44 closed out, a net change of +88 holders.
  • The largest United Airlines buyer in Q4 2020 was Fidelity Investments, an estimated $184M added.
  • The largest United Airlines seller in Q4 2020 was Fidelity International, an estimated $78.6M sold.

Based on aggregated 13F filings for Q4 2020.