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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$16M +$802K +11,614 +5%
CS
102
Credit Suisse
Switzerland
$15.8M -$5.43M -78,643 -26%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$14.3M -$943K -13,647 -6%
SEI Investments
104
SEI Investments
Pennsylvania
$13.4M -$6.76M -97,846 -34%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$12.9M -$711K -10,288 -5%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$12.8M +$416K +6,017 +3%
USGIU
107
U.S. Global Investors (USGI)
Texas
$12.5M -$398K -5,758 -3%
PAM
108
Premier Asset Management
Illinois
$12.1M -$117K -1,695 -1%
DKCM
109
Davidson Kempner Capital Management
New York
$11.8M
FG
110
Formula Growth
Quebec, Canada
$11.5M +$11.4M +165,000 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$11M -$3.69M -53,472 -25%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$10.9M -$232K -3,359 -2%
Millennium Management
113
Millennium Management
New York
$10.2M +$1.35M +19,480 +15%
Man Group
114
Man Group
United Kingdom
$10.2M +$10.1M +146,439 New
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$10.1M -$5.87M -85,000 -37%
QIM
116
Quantitative Investment Management
Virginia
$10M +$9.98M +144,500 New
Walleye Trading
117
Walleye Trading
New York
$9.77M -$8.2M -118,714 -46%
AG
118
Aperio Group
California
$9.58M +$54.9K +795 +0.6%
EP
119
Edgestream Partners
New Jersey
$9.54M +$9.49M +137,297 New
RJA
120
Raymond James & Associates
Florida
$9.3M +$848K +12,277 +10%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$9.09M -$297K -4,298 -3%
JGC
122
J. Goldman & Co
New York
$8.99M +$8.94M +129,413 New
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$8.77M +$33.6K +487 +0.4%
CBOA
124
Commonwealth Bank of Australia
Australia
$8.67M -$1.6M -23,162 -16%
GCC
125
Game Creek Capital
Massachusetts
$8.67M +$8.62M +124,750 New

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.