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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gateway Investment Advisers
Ohio
$26.3M -$6.9M -108,335 -23%
UBS Group
102
UBS Group
Switzerland
$25.5M -$16.7M -262,463 -43%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$24.8M +$21.6M +339,091 +27,681%
NM
104
NWI Management
New York
$24.8M -$17.8M -280,000 -45%
DDPIC
105
Deroy & Devereaux Private Investment Counsel
Michigan
$23.9M -$89.3K -1,401 -0.4%
Barclays
106
Barclays
United Kingdom
$23.5M +$7.36M +115,546 +56%
WCM
107
Wedge Capital Management
North Carolina
$23.4M -$6.59M -103,494 -24%
NFA
108
Nationwide Fund Advisors
Ohio
$22.8M +$5.5M +86,395 +38%
MME
109
Meag Munich Ergo
Germany
$22M +$7.9M +123,935 +71%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$22M +$19.1M +299,802 New
AAM
111
Aberdeen Asset Management
United Kingdom
$21.4M -$1.31M -20,558 -7%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$21.1M -$642K -10,073 -3%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$20.7M -$15.9M -249,188 -47%
SEI Investments
114
SEI Investments
Pennsylvania
$20.3M -$371K -5,828 -2%
N
115
Nuveen
North Carolina
$19.6M +$9.98M +156,560 +139%
CCM
116
Cobalt Capital Management
New Jersey
$18.7M +$15.7M +247,135 +2,471%
Sumitomo Mitsui Trust Group
117
Sumitomo Mitsui Trust Group
Japan
$18.3M -$1.12M -17,561 -7%
Citigroup
118
Citigroup
New York
$17.9M +$10.8M +169,583 +222%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$17.8M -$29.2M -458,738 -65%
CC
120
Colrain Capital
Massachusetts
$17.8M -$4.27M -66,975 -22%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$17.7M -$211K -3,318 -1%
EMR
122
Errol M. Rudman
$17.7M
CCMH
123
Cornerstone Capital Management Holdings
New York
$17M +$11.4M +178,244 +321%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$16.9M -$2.6M -40,833 -15%
Swiss National Bank
125
Swiss National Bank
Switzerland
$16.7M -$478K -7,500 -3%

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.