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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
IA
151
IndexIQ Advisors
New York
$2.6M -$40 -1 -0%
SEC
152
Seven Eight Capital
New York
$2.55M +$1.12M +27,600 +88%
TCM
153
Twin Capital Management
Pennsylvania
$2.42M +$116K +2,870 +5%
DTL
154
Dynamic Technology Lab
Singapore
$2.41M +$2.25M +55,669 New
AAM
155
Advisors Asset Management
Colorado
$2.4M +$435K +10,742 +24%
Lido Advisors
156
Lido Advisors
California
$2.39M +$74K +1,830 +3%
GC
157
Guggenheim Capital
Illinois
$2.35M +$248K +6,122 +13%
Comerica Bank
158
Comerica Bank
Texas
$2.33M -$47.8K -1,182 -2%
PAMU
159
Pictet Asset Management (UK)
United Kingdom
$2.3M +$1.22M +30,070 +130%
HF
160
HRT Financial
New York
$2.26M +$2.11M +52,231 New
HCMT
161
Highland Capital Management (Tennessee)
Tennessee
$2.24M +$654K +16,178 +45%
MML Investors Services
162
MML Investors Services
Massachusetts
$2.17M +$632K +15,633 +45%
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$2.16M +$727K +17,964 +56%
TPSF
164
Texas Permanent School Fund
Texas
$2.15M -$147K -3,645 -7%
RJA
165
Raymond James & Associates
Florida
$2.09M +$426K +10,540 +28%
MSL
166
Mackay Shields LLC
New York
$2.08M -$4.61K -114 -0.2%
SOADOR
167
State of Alaska Department of Revenue
Alaska
$2.06M -$83.9K -2,075 -4%
DA
168
Duality Advisers
Florida
$2.03M +$1.9M +46,982 New
HIIFS
169
Harel Insurance Investments & Financial Services
Israel
$2.03M +$45.5K +1,125 +8%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$2.02M -$2.28M -56,254 -55%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$2.01M +$1.85M +45,831 New
ProShare Advisors
172
ProShare Advisors
Maryland
$1.99M -$586K -14,498 -24%
SCP
173
Stamos Capital Partners
California
$1.95M -$1.09M -27,000 -38%
DI
174
Dalton Investments
Nevada
$1.93M -$386K -9,541 -18%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$1.91M +$930 +23 +0.1%

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.