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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
OAMG
76
Odey Asset Management Group
United Kingdom
$41.2M +$3.91M +70,637 +13%
LCM
77
Laurion Capital Management
New York
$39.7M +$2.06M +37,184 +7%
Fidelity International
78
Fidelity International
Bermuda
$39.6M +$6.92M +125,013 +27%
RFC
79
Russell Frank Company
Washington
$38.3M -$166K -3,004 -0.5%
UBS Group
80
UBS Group
Switzerland
$38M +$31.5M +568,680 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$37.8M -$175K -3,158 -0.6%
Capital International Investors
82
Capital International Investors
California
$37M +$30.6M +553,322 New
GA
83
Glenhill Advisors
New York
$37M +$4.91M +88,642 +19%
Creative Planning
84
Creative Planning
Kansas
$36.7M +$1.89M +34,077 +7%
AL
85
AJO LP
Pennsylvania
$34.5M -$15.7M -283,780 -36%
RCM
86
Redwood Capital Management
New York
$33.1M – – –
Barclays
87
Barclays
United Kingdom
$32.4M -$31.4M -566,799 -54%
BIC
88
Beach Investment Counsel
Pennsylvania
$32.4M +$945K +17,060 +4%
Federated Hermes
89
Federated Hermes
Pennsylvania
$31.6M -$2.19M -39,455 -8%
Legal & General Group
90
Legal & General Group
United Kingdom
$31.4M -$907K -16,378 -3%
HI
91
HBK Investments
Texas
$30.8M -$4.65M -84,010 -15%
Charles Schwab
92
Charles Schwab
California
$29.7M +$1.55M +27,993 +7%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$29.2M +$6.42M +115,932 +36%
FMI
94
Factory Mutual Insurance
Massachusetts
$28.2M – – –
Lord, Abbett & Co
95
Lord, Abbett & Co
New Jersey
$26.7M +$3.9M +70,426 +21%
PCM
96
Pennant Capital Management
New Jersey
$26.1M +$21.6M +390,000 New
UBS AM
97
UBS AM
Illinois
$25.9M -$2.6M -46,924 -11%
Loomis, Sayles & Company
98
Loomis, Sayles & Company
Massachusetts
$25.8M – – –
T
99
TOBAM
France
$25.2M +$16M +289,137 +332%
SPC
100
Silver Point Capital
Connecticut
$25.1M +$8.31M +149,967 +67%
2 3
4
5 6

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.