We are live on ! Find out more
UAL icon

United Airlines

502 hedge funds and large institutions have $23.9B invested in United Airlines in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $930M | Put options by funds: $491M

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

6% more funds holding

Funds holding: 473502 (+29)

2% more capital invested

Capital invested by funds: $23.5B → $23.9B (+$396M)

3.36% less ownership

Funds ownership: 95.73%92.37% (-3.4%)

13% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 189

23% less funds holding in top 10

Funds holding in top 10: 4333 (-10)

Holders
502
Holders Change
+29
Holders Change %
+6.13%
% of All Funds
13.38%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.88%
New
83
Increased
165
Reduced
189
Closed
50
Calls
$930M
Puts
$491M
Net Calls
+$439M
Net Calls Change
-$178M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
76
Massachusetts Financial Services
Massachusetts
$42.4M +$42.7M +630,464 New
Deutsche Bank
77
Deutsche Bank
Germany
$41.9M -$786K -11,600 -2%
KCM
78
Knighthead Capital Management
New York
$41.8M -$77M -1,135,886 -65%
RFC
79
Russell Frank Company
Washington
$40.6M +$1.66M +24,529 +4%
Capital Research Global Investors
80
Capital Research Global Investors
California
$40.4M -$27.1M -400,000 -40%
Charles Schwab
81
Charles Schwab
California
$38.1M +$8.36M +123,374 +28%
SG Americas Securities
82
SG Americas Securities
New York
$37.5M +$37.7M +557,090 New
Capital International Investors
83
Capital International Investors
California
$37.2M
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$36.7M +$21M +310,400 +132%
Creative Planning
85
Creative Planning
Kansas
$34.7M -$2.23M -32,872 -6%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$34.6M -$3.48M -51,378 -9%
Allianz Asset Management
87
Allianz Asset Management
Germany
$33.9M -$16.1M -237,510 -32%
Prudential Financial
88
Prudential Financial
New Jersey
$33.8M -$29M -428,320 -46%
RCM
89
Redwood Capital Management
New York
$33.3M
Federated Hermes
90
Federated Hermes
Pennsylvania
$32.7M +$924K +13,639 +3%
BIC
91
Beach Investment Counsel
Pennsylvania
$32.1M -$480K -7,080 -1%
Fidelity International
92
Fidelity International
Bermuda
$32M -$7.84M -115,669 -20%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$32M -$9.83M -145,035 -23%
DCM
94
Discovery Capital Management
Connecticut
$31.6M -$63.5M -937,350 -67%
Two Sigma Investments
95
Two Sigma Investments
New York
$31.3M -$27M -398,599 -46%
Barclays
96
Barclays
United Kingdom
$29.8M -$3.21M -47,389 -10%
Cohen & Steers
97
Cohen & Steers
New York
$29.6M +$10.2M +150,024 +52%
Legal & General Group
98
Legal & General Group
United Kingdom
$29.1M -$2.5M -36,918 -8%
FMI
99
Factory Mutual Insurance
Massachusetts
$28.4M
UBS AM
100
UBS AM
Illinois
$27.5M +$1.52M +22,497 +6%

UAL Hedge Fund Activity: Q1 2015 in Review

502 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2015, worth a combined $23.9B — up 1.7% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UAL positions and 50 closed out — a net gain of 33 holders — while 165 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Janus Henderson Investors US, cutting an estimated $270M.

  • 502 institutional investors held United Airlines (UAL) as of Q1 2015, up from 473 in Q4 2014.
  • Funds reported $23.9B of United Airlines stock for Q1 2015, up 1.7% quarter-over-quarter.
  • 83 funds opened new United Airlines positions in Q1 2015 and 50 closed out, a net change of +33 holders.
  • The largest United Airlines buyer in Q1 2015 was Fidelity Investments, an estimated $207M added.
  • The largest United Airlines seller in Q1 2015 was Janus Henderson Investors US, an estimated $270M sold.

Based on aggregated 13F filings for Q1 2015.