We are live on ! Find out more
UAL icon

United Airlines

606 hedge funds and large institutions have $20.9B invested in United Airlines in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% more ownership

Funds ownership: 98.14%98.27% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less funds holding

Funds holding: 629606 (-23)

6% less capital invested

Capital invested by funds: $22.3B → $20.9B (-$1.38B)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 232

16% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 87

39% less call options, than puts

Call options by funds: $408M | Put options by funds: $666M

Holders
606
Holders Change
-23
Holders Change %
-3.66%
% of All Funds
13.12%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
73
Increased
203
Reduced
232
Closed
87
Calls
$408M
Puts
$666M
Net Calls
-$258M
Net Calls Change
-$449M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$20.8M +$4.79M +56,742 +28%
BNP Paribas Asset Management
102
BNP Paribas Asset Management
France
$20.1M +$6.76M +80,058 +46%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$19.6M +$11.6M +137,436 +127%
AI
104
Atom Investors
Texas
$19.4M +$6.79M +80,499 +49%
GJL
105
Gendell Jeffrey L
$19.4M +$8.27M +98,000 +68%
WorldQuant Millennium Advisors
106
WorldQuant Millennium Advisors
New York
$19.3M +$2.56M +30,284 +14%
AIA
107
Avalon Investment & Advisory
Texas
$19.1M +$7.11M +84,268 +54%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M -$3.9M -46,254 -16%
Swiss National Bank
109
Swiss National Bank
Switzerland
$18.1M +$515K +6,100 +3%
GIA
110
Gateway Investment Advisers
Ohio
$18M -$1.66M -19,675 -8%
O
111
OppenheimerFunds
New York
$18M -$752K -8,914 -4%
ProShare Advisors
112
ProShare Advisors
Maryland
$17.7M -$101K -1,201 -0.5%
AAMU
113
Amundi Asset Management US
Massachusetts
$17.6M -$12.1M -143,235 -39%
SO
114
STRS Ohio
Ohio
$17.5M -$9.64M -114,259 -34%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$16.9M -$5.52M -65,378 -24%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$16.6M -$123K -1,457 -0.8%
SCM
117
Stevens Capital Management
Pennsylvania
$16.3M +$17.2M +204,214 New
EMR
118
Errol M. Rudman
$16.1M -$1.94M -23,000 -10%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$15.5M +$10.6M +125,581 +184%
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$15.4M +$10.4M +123,714 +179%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$15M -$1.35M -16,001 -8%
KBC Group
122
KBC Group
Belgium
$14.1M -$6.34M -75,117 -30%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$13.9M +$1.57M +18,559 +12%
MSL
124
Mackay Shields LLC
New York
$13.8M -$8.06M -95,461 -36%
DKCM
125
Davidson Kempner Capital Management
New York
$13.6M

UAL Hedge Fund Activity: Q1 2019 in Review

606 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2019, worth a combined $20.9B — down 6.2% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UAL and 73 opened new positions — a net loss of 14 holders — while 232 trimmed existing stakes and 203 added.

The largest buyer was Morgan Stanley, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $234M.

  • 606 institutional investors held United Airlines (UAL) as of Q1 2019, down from 629 in Q4 2018.
  • Funds reported $20.9B of United Airlines stock for Q1 2019, down 6.2% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q1 2019 and 87 closed out, a net change of -14 holders.
  • The largest United Airlines buyer in Q1 2019 was Morgan Stanley, an estimated $159M added.
  • The largest United Airlines seller in Q1 2019 was Goldman Sachs, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2019.