We are live on ! Find out more
UAL icon

United Airlines

629 hedge funds and large institutions have $22.3B invested in United Airlines in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 208 increasing their positions, 196 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 65

19% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $1B

8% more funds holding

Funds holding: 580629 (+49)

1.29% more ownership

Funds ownership: 96.85%98.14% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 196

5% less capital invested

Capital invested by funds: $23.5B → $22.3B (-$1.2B)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
629
Holders Change
+49
Holders Change %
+8.45%
% of All Funds
14.02%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.4%
New
120
Increased
208
Reduced
196
Closed
65
Calls
$1.19B
Puts
$1B
Net Calls
+$191M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
EMR
101
Errol M. Rudman
$18.8M
ProShare Advisors
102
ProShare Advisors
Maryland
$18.7M +$15M +170,754 +323%
Swiss National Bank
103
Swiss National Bank
Switzerland
$18.5M
HSBC Holdings
104
HSBC Holdings
United Kingdom
$18.2M +$64.6K +735 +0.3%
WorldQuant Millennium Advisors
105
WorldQuant Millennium Advisors
New York
$17.7M +$4.86M +55,337 +35%
Federated Hermes
106
Federated Hermes
Pennsylvania
$17.1M +$9.62M +109,531 +115%
Wellington Management Group
107
Wellington Management Group
Massachusetts
$17.1M -$39.3M -447,111 -69%
Hudson Bay Capital Management
108
Hudson Bay Capital Management
Connecticut
$16.5M +$15.7M +178,976 +983%
NA
109
Neuburgh Advisers
California
$16.4M +$5.06M +57,596 +42%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$15.8M +$30.3K +345 +0.2%
Allianz Asset Management
111
Allianz Asset Management
Germany
$15.3M +$14.5M +165,272 +932%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M +$3.77M +42,900 +32%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$14.3M +$8.74M +99,500 +137%
DKCM
114
Davidson Kempner Capital Management
New York
$14.3M
AI
115
Atom Investors
Texas
$13.7M +$14.3M +163,066 New
SFM
116
Systematic Financial Management
New Jersey
$13.6M +$5.17M +58,881 +57%
FCM
117
Flinton Capital Management
Pennsylvania
$13.5M +$4.17M +47,432 +42%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$13.1M +$1.82M +20,761 +15%
AIA
119
Avalon Investment & Advisory
Texas
$13M +$7.2M +81,969 +112%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M +$3.67M +41,788 +37%
SEI Investments
121
SEI Investments
Pennsylvania
$12.8M +$674K +7,675 +6%
GH
122
Grosvenor Holdings
Illinois
$12.7M -$12.4M -141,524 -48%
KCM
123
Kingdon Capital Management
New York
$12.4M +$13.1M +148,629 New
WCM
124
Wedge Capital Management
North Carolina
$12.4M -$4.62M -52,615 -26%
AG
125
Aperio Group
California
$12.2M +$519K +5,910 +4%

UAL Hedge Fund Activity: Q4 2018 in Review

629 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2018, worth a combined $22.3B — down 5.1% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new UAL positions and 65 closed out — a net gain of 55 holders — while 208 added to existing stakes and 196 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $274M. The largest seller was Berkshire Hathaway, cutting an estimated $355M.

  • 629 institutional investors held United Airlines (UAL) as of Q4 2018, up from 580 in Q3 2018.
  • Funds reported $22.3B of United Airlines stock for Q4 2018, down 5.1% quarter-over-quarter.
  • 120 funds opened new United Airlines positions in Q4 2018 and 65 closed out, a net change of +55 holders.
  • The largest United Airlines buyer in Q4 2018 was Goldman Sachs, an estimated $274M added.
  • The largest United Airlines seller in Q4 2018 was Berkshire Hathaway, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2018.