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United Airlines

551 hedge funds and large institutions have $8.56B invested in United Airlines in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 172 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $6.26B → $8.56B (+$2.3B)

17% more funds holding

Funds holding: 472551 (+79)

13% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 152

6.13% more ownership

Funds ownership: 61.51%67.64% (+6.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.43B

Holders
551
Holders Change
+79
Holders Change %
+16.74%
% of All Funds
9.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
132
Increased
172
Reduced
152
Closed
44
Calls
$1.19B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
126
Peregrine Asset Advisers
Oregon
$3.51M -$1.62M -40,064 -33%
AWM
127
AE Wealth Management
Kansas
$3.4M +$161K +3,973 +5%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$3.4M +$800K +19,778 +34%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$3.38M -$91.1K -2,251 -3%
PM
130
Parametrica Management
Hong Kong
$3.26M +$1.81M +44,788 +147%
Creative Planning
131
Creative Planning
Kansas
$3.19M -$542K -13,404 -15%
SOMRS
132
State of Michigan Retirement System
Michigan
$3.18M -$24.3K -600 -0.8%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$3.15M -$117K -2,894 -4%
MIM
134
MetLife Investment Management
New Jersey
$3.07M -$109K -2,703 -4%
RC
135
RBF Capital
California
$3.03M
Calamos Advisors
136
Calamos Advisors
Illinois
$2.99M -$121K -2,997 -4%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$2.99M +$97.5K +2,410 +4%
CWM
138
CIBC World Markets
New York
$2.94M -$2.89M -71,397 -51%
RIM
139
Redwood Investment Management
Arizona
$2.92M -$187K -4,615 -6%
MAM
140
Melqart Asset Management
United Kingdom
$2.88M +$2.69M +66,600 New
VI
141
Vestcor Inc
New Brunswick, Canada
$2.81M -$18.5K -457 -0.7%
SM
142
Sciencast Management
New Jersey
$2.81M +$2.57M +63,489 New
SS
143
Simplicity Solutions
Minnesota
$2.78M +$133K +3,291 +5%
EIM
144
Essex Investment Management
Massachusetts
$2.77M +$1.71M +42,300 +195%
Wealthfront Advisers
145
Wealthfront Advisers
California
$2.75M +$129K +3,178 +5%
UA
146
Unison Advisors
District of Columbia
$2.74M
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$2.7M -$1.08M -26,656 -30%
SC
148
Scotia Capital
Ontario, Canada
$2.65M +$2.48M +61,318 New
Marshall Wace
149
Marshall Wace
United Kingdom
$2.64M -$5.45M -134,796 -69%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$2.62M -$44.5K -1,100 -2%

UAL Hedge Fund Activity: Q4 2020 in Review

551 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2020, worth a combined $8.56B — up 37% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new UAL positions and 44 closed out — a net gain of 88 holders — while 172 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Fidelity International, cutting an estimated $78.6M.

  • 551 institutional investors held United Airlines (UAL) as of Q4 2020, up from 472 in Q3 2020.
  • Funds reported $8.56B of United Airlines stock for Q4 2020, up 37% quarter-over-quarter.
  • 132 funds opened new United Airlines positions in Q4 2020 and 44 closed out, a net change of +88 holders.
  • The largest United Airlines buyer in Q4 2020 was Fidelity Investments, an estimated $184M added.
  • The largest United Airlines seller in Q4 2020 was Fidelity International, an estimated $78.6M sold.

Based on aggregated 13F filings for Q4 2020.