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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
126
Decatur Capital Management
Georgia
$17M -$3.41M -61,660 -19%
GIA
127
Gateway Investment Advisers
Ohio
$16.5M +$6.42M +115,872 +88%
BlackRock
128
BlackRock
New York
$16.2M +$2.94M +53,048 +28%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$16M +$737K +13,300 +6%
ZIM
130
Zacks Investment Management
Illinois
$15.9M +$12.6M +226,819 +2,125%
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$15.7M +$2.38M +42,900 +22%
EMR
132
Errol M. Rudman
$15.3M – – –
AAM
133
Alpine Associates Management
Florida
$15.2M +$12.6M +227,156 New
ABC
134
Anchor Bolt Capital
Illinois
$14.5M +$12M +216,655 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$14.3M +$6.07M +109,621 +105%
First Trust Advisors
136
First Trust Advisors
Illinois
$14M +$5.41M +97,765 +87%
Macquarie Group
137
Macquarie Group
Australia
$13.8M +$7.15M +129,150 +168%
NC
138
Nevsky Capital
United Kingdom
$13.5M +$11.1M +201,000 New
LCM
139
Lonestar Capital Management
California
$13.4M -$16.6M -300,000 -60%
NM
140
NWI Management
New York
$13.4M -$3.88M -70,000 -26%
ICAP
141
Independence Capital Asset Partners
Colorado
$13.3M +$11M +198,984 New
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$13.1M -$18.7M -337,474 -63%
LCM
143
Lomas Capital Management
New York
$13M -$3.56M -64,258 -25%
Citigroup
144
Citigroup
New York
$12.7M -$11.2M -202,639 -52%
LCM
145
Logan Capital Management
Pennsylvania
$12.1M +$6.39M +115,436 +176%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$12M -$519K -9,375 -5%
CCMH
147
Cornerstone Capital Management Holdings
New York
$12M +$2.75M +49,575 +38%
SPC
148
Standard Pacific Capital
California
$11.8M +$9.81M +177,060 New
MTB
149
Mizuho Trust & Banking
Japan
$11.8M -$1.68M -30,268 -15%
MFM
150
Marianas Fund Management
New York
$11.7M +$9.71M +175,300 New
4 5
6
7 8

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.