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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
126
Federated Hermes
Pennsylvania
$16.1M +$2.48M +38,889 +21%
PAM
127
Premier Asset Management
Illinois
$15.2M -$693K -10,870 -5%
OC
128
Oppenheimer & Co
New York
$14.7M -$2.79M -43,724 -18%
TAM
129
Telemark Asset Management
Massachusetts
$14.6M +$12.7M +200,000 New
PI
130
PineBridge Investments
New York
$14M +$270K +4,237 +2%
ACI
131
AMP Capital Investors
Australia
$13.8M -$5.31M -83,288 -31%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$13.7M +$414K +6,500 +4%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.5M +$2.16M +33,900 +23%
ARTA
134
A.R.T. Advisors
New York
$13.4M +$11M +172,500 +1,513%
SC
135
Shellback Capital
Massachusetts
$13.3M -$4.27M -66,943 -27%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M -$14.3M -224,835 -55%
LCM
137
Lomas Capital Management
New York
$13.2M +$11.6M +181,451 New
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$13.2M -$1.34M -20,961 -10%
BCM
139
BBT Capital Management
Texas
$13.2M -$2.36M -37,000 -17%
PP
140
PDT Partners
New York
$13M -$656K -10,300 -5%
MAM
141
Martingale Asset Management
Massachusetts
$13M -$1.32M -20,703 -10%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$12.7M -$936K -14,696 -8%
Robeco Institutional Asset Management
143
Robeco Institutional Asset Management
Netherlands
$12.5M +$473K +7,416 +5%
DKCM
144
Davidson Kempner Capital Management
New York
$12.4M
CRCM
145
Crystal Rock Capital Management
Illinois
$12.2M -$382K -6,000 -3%
NIPH
146
NN Investment Partners Holdings
Netherlands
$12.2M +$10.6M +166,994 +33,134%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$12.1M -$1.29M -20,224 -11%
Asset Management One
148
Asset Management One
Japan
$11.8M +$6.71M +105,357 +186%
UOC
149
UBS O'Connor
Illinois
$11.8M -$6.54M -102,589 -39%
AL
150
Appaloosa LP
New Jersey
$11.7M +$10.2M +160,000 New

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.