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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
CCI
151
Credit Capital Investments
New Jersey
$11.7M +$9.69M +175,000 New
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$11.4M +$167K +3,014 +2%
DKCM
153
Davidson Kempner Capital Management
New York
$11.4M – – –
Point72 Asset Management
154
Point72 Asset Management
Connecticut
$11.4M -$487K -8,800 -5%
ECP
155
Empyrean Capital Partners
California
$11.3M +$5.18M +93,550 +123%
GCM
156
Grisanti Capital Management
New York
$11.3M +$875K +15,805 +10%
IG
157
ING Group
Netherlands
$10.9M +$6.62M +119,474 +273%
BJ
158
BlackRock Japan
Japan
$10.5M +$4.36M +78,803 +101%
BIM
159
Bogle Investment Management
Massachusetts
$10.5M -$4.33M -78,254 -33%
APG Asset Management
160
APG Asset Management
Netherlands
$10.4M +$3.01M +54,369 +54%
SEIA
161
Signature Estate & Investment Advisors
California
$10M +$246K +4,443 +3%
Asset Management One
162
Asset Management One
Japan
$9.96M +$529K +9,554 +7%
CRCM
163
Crystal Rock Capital Management
Illinois
$9.82M +$379K +6,843 +5%
MG
164
Meritage Group
California
$9.68M – – –
V
165
Veritable
Delaware
$9.55M – – –
BCM
166
Bluefin Capital Management
New York
$9.49M +$3.52M +63,520 +81%
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.23M -$615K -11,110 -7%
WC
168
Wexford Capital
Florida
$8.6M +$7.12M +128,534 New
AC
169
Ascend Capital
California
$8.43M -$11.1M -200,381 -61%
KBC Group
170
KBC Group
Belgium
$8.11M +$6.55M +118,195 +3,960%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$7.56M +$6.26M +113,000 New
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$7.54M -$194K -3,498 -3%
Principal Financial Group
173
Principal Financial Group
Iowa
$7.41M -$565K -10,193 -8%
BCM
174
BBT Capital Management
Texas
$7.3M -$5.93M -107,000 -50%
RAM
175
Ramsey Asset Management
Virginia
$7.29M – – –
5 6
7
8 9

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.