We are live on ! Find out more
UAL icon

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
PE
151
Point72 Europe
United Kingdom
$11.3M +$9.88M +155,000 New
IIM
152
Ivory Investment Management
New York
$11.3M +$9.86M +154,733 New
WG
153
Winton Group
United Kingdom
$11.2M +$5.54M +86,955 +129%
BIM
154
Bogle Investment Management
Massachusetts
$11.2M +$9.82M +154,146 New
CBOA
155
Commonwealth Bank of Australia
Australia
$10.7M +$438K +6,872 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
156
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.7M +$6.57M +103,100 +238%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$10.6M -$511K -8,013 -5%
AG
158
Aperio Group
California
$10.4M -$397K -6,226 -4%
OAM
159
Oxford Asset Management
United Kingdom
$10.4M -$1.28M -20,095 -12%
Retirement Systems of Alabama
160
Retirement Systems of Alabama
Alabama
$9.97M -$16.7M -262,040 -66%
MFM
161
Marianas Fund Management
New York
$9.69M -$20.8M -326,500 -71%
RJA
162
Raymond James & Associates
Florida
$9.69M +$756K +11,872 +10%
Allianz Asset Management
163
Allianz Asset Management
Germany
$9.56M -$4.64M -72,842 -36%
AssetMark Inc
164
AssetMark Inc
California
$9.4M -$480K -7,535 -6%
SCM
165
SG Capital Management
Illinois
$9.37M +$8.19M +128,506 New
RAM
166
RWC Asset Management
United Kingdom
$9.29M -$1.28M -20,123 -14%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$9.15M -$964K -15,127 -11%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$8.96M -$2.91M -45,740 -27%
KBC Group
169
KBC Group
Belgium
$8.96M +$532K +8,348 +7%
NA
170
Neuburgh Advisers
California
$8.85M +$7.74M +121,482 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$8.69M -$20.8M -326,968 -72%
PAM
172
Panagora Asset Management
Massachusetts
$8.33M +$2.62M +41,124 +56%
Citadel Advisors
173
Citadel Advisors
Florida
$8.07M -$181M -2,839,246 -96%
AIG
174
American International Group
New York
$7.87M -$626K -9,823 -8%
USGIU
175
U.S. Global Investors (USGI)
Texas
$7.84M +$660K +10,356 +11%

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.