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
WCM
126
Wedge Capital Management
North Carolina
$12.9M +$1.11M +13,094 +9%
Capital World Investors
127
Capital World Investors
California
$12.8M -$203M -2,400,000 -94%
GH
128
Grosvenor Holdings
Illinois
$12.1M
SG Americas Securities
129
SG Americas Securities
New York
$12M +$12.2M +144,690 +2,366%
CFM
130
Coronation Fund Managers
South Africa
$11.7M +$12.4M +146,953 New
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$11.5M +$2.22M +26,347 +22%
RJA
132
Raymond James & Associates
Florida
$11.5M +$171K +2,029 +1%
AG
133
Aperio Group
California
$11.4M -$200K -2,370 -2%
SEI Investments
134
SEI Investments
Pennsylvania
$11.3M -$298K -3,536 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.2M -$3.03M -35,900 -20%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M -$1.42M -16,826 -11%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$10.3M +$1.34M +15,837 +14%
CBOA
138
Commonwealth Bank of Australia
Australia
$10.1M -$678K -8,032 -6%
NA
139
Neuburgh Advisers
California
$9.89M -$6.11M -72,386 -37%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$9.63M -$175K -2,069 -2%
ZIG
141
Zurich Insurance Group
Switzerland
$9.46M +$3.84M +45,442 +62%
GC
142
Guggenheim Capital
Illinois
$9.23M +$1.01M +11,917 +11%
A
143
AustralianSuper
Australia
$9.1M +$8.08M +95,731 +523%
ERSOT
144
Employees Retirement System of Texas
Texas
$8.95M
Russell Investments Group
145
Russell Investments Group
United Kingdom
$8.7M -$2M -23,660 -18%
Korea Investment Corp
146
Korea Investment Corp
South Korea
$8.61M +$6.35M +75,200 +230%
AIG
147
American International Group
New York
$8.51M -$209K -2,478 -2%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$8.32M -$107K -1,272 -1%
USGIU
149
U.S. Global Investors (USGI)
Texas
$8.26M -$1.26M -14,922 -13%
MPM
150
Mountaineer Partners Management
New York
$8.17M -$1.28M -15,200 -13%

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.