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United Airlines
UAL

386 hedge funds and large institutions have $16.4B invested in United Airlines in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $639M | Put options by funds: $246M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.8B)

11% more funds holding

Funds holding: 349 → 386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.73% less ownership

Funds ownership: 99.58% → 98.85% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 131

Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
11.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
86
Increased
118
Reduced
131
Closed
42
Calls
$639M
Puts
$246M
Net Calls
+$393M
Net Calls Change
+$217M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$507M
2
Capital World Investors
Capital World Investors
California
+$272M
3
Primecap Management
Primecap Management
California
+$212M
4
SFM
Systematic Financial Management
New Jersey
+$117M
5
MCM
Marsico Capital Management
Colorado
+$87.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
3
PC
PointState Capital
New York
-$98.8M
4
Goldman Sachs
Goldman Sachs
New York
-$72.7M
5
AM
Appaloosa Management
Florida
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHCM
126
Columbus Hill Capital Management
New Jersey
$9.19M – – –
CRCM
127
Crystal Rock Capital Management
Illinois
$9.11M -$408K -9,071 -4%
DIA
128
Denver Investment Advisors
Colorado
$8.97M +$3.58M +79,619 +66%
PAPAIJV
129
Paragon Associates & Paragon Associates II Joint Venture
Texas
$8.93M -$9M -200,000 -50%
TAM
130
Telemark Asset Management
Massachusetts
$8.93M +$9M +200,000 New
CCM
131
Cadence Capital Management
Massachusetts
$8.88M -$123K -2,740 -1%
MSA
132
Mason Street Advisors
Wisconsin
$8.67M -$816K -18,150 -9%
Massachusetts Financial Services
133
Massachusetts Financial Services
Massachusetts
$8.55M +$621K +13,810 +8%
AAA
134
Alpine Associates Advisors
New Jersey
$8.46M +$8.53M +189,600 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$8.21M +$9K +200 +0.1%
CC
136
Colrain Capital
Massachusetts
$8.21M -$5.15M -114,500 -38%
HJMC
137
Hellman Jordan Management Company
Massachusetts
$7.62M +$5.18M +115,128 +207%
HCM
138
Hodges Capital Management
Texas
$7.6M -$6.26M -139,160 -45%
DKCM
139
Davidson Kempner Capital Management
New York
$7.6M – – –
NM
140
NWI Management
New York
$7.59M -$4.5M -100,000 -37%
Mitsubishi UFJ Trust & Banking
141
Mitsubishi UFJ Trust & Banking
Japan
$7.44M -$70K -1,556 -0.9%
DCM
142
Driehaus Capital Management
Illinois
$7.31M +$7.37M +163,803 New
GGHC
143
Gilder Gagnon Howe & Co
New York
$7.28M +$7.34M +163,175 New
Nomura Holdings
144
Nomura Holdings
Japan
$7.23M -$239K -5,311 -3%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$6.84M -$20.4M -453,846 -75%
GCM
146
Grisanti Capital Management
New York
$6.8M -$4.34M -96,550 -39%
MGA
147
MatlinPatterson Global Advisers
New York
$6.7M +$6.75M +150,000 New
Invesco
148
Invesco
Georgia
$6.42M +$3.56M +79,117 +122%
GCP
149
GSA Capital Partners
United Kingdom
$6.3M +$6.35M +141,078 New
PFC
150
Phocas Financial Corp
California
$6.29M -$1.94M -43,090 -23%
4 5
6
7 8

UAL Hedge Fund Activity: Q1 2014 in Review

386 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UAL positions and 42 closed out — a net gain of 44 holders — while 118 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $507M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 386 institutional investors held United Airlines (UAL) as of Q1 2014, up from 349 in Q4 2013.
  • Funds reported $16.4B of United Airlines stock for Q1 2014, up 21% quarter-over-quarter.
  • 86 funds opened new United Airlines positions in Q1 2014 and 42 closed out, a net change of +44 holders.
  • The largest United Airlines buyer in Q1 2014 was JP Morgan Chase, an estimated $507M added.
  • The largest United Airlines seller in Q1 2014 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2014.