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United Airlines
UAL

386 hedge funds and large institutions have $16.4B invested in United Airlines in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $639M | Put options by funds: $246M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.8B)

11% more funds holding

Funds holding: 349 → 386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.73% less ownership

Funds ownership: 99.58% → 98.85% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 131

Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
11.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
86
Increased
118
Reduced
131
Closed
42
Calls
$639M
Puts
$246M
Net Calls
+$393M
Net Calls Change
+$217M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$507M
2
Capital World Investors
Capital World Investors
California
+$272M
3
Primecap Management
Primecap Management
California
+$212M
4
SFM
Systematic Financial Management
New Jersey
+$117M
5
MCM
Marsico Capital Management
Colorado
+$87.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
3
PC
PointState Capital
New York
-$98.8M
4
Goldman Sachs
Goldman Sachs
New York
-$72.7M
5
AM
Appaloosa Management
Florida
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$4.72M -$1.42M -31,671 -23%
FCAM
177
F&C Asset Management
United Kingdom
$4.67M +$742K +16,500 +19%
3NC
178
300 North Capital
California
$4.64M +$4.68M +103,976 New
Citigroup
179
Citigroup
New York
$4.63M -$33.4M -741,511 -88%
AQR Capital Management
180
AQR Capital Management
Connecticut
$4.62M -$102K -2,275 -2%
HAI
181
Hennessy Advisors Inc
California
$4.59M +$4.62M +102,800 New
BJ
182
BlackRock Japan
Japan
$4.55M -$47.6K -1,058 -1%
CCM
183
Cupps Capital Management
Illinois
$4.47M +$2.46M +54,576 +119%
NIM
184
Needham Investment Management
New York
$4.46M – – –
HS
185
HighVista Strategies
Massachusetts
$4.44M +$4M +88,907 +423%
STC
186
SEI Trust Company
Pennsylvania
$4.26M +$25.6K +570 +0.6%
PG
187
PEAK6 Group
Illinois
$4.21M -$3.15M -69,979 -43%
HCCM
188
Herring Creek Capital Management
Connecticut
$4.17M -$11.7M -260,669 -74%
IRF
189
IBM Retirement Fund
New York
$3.99M -$2.29M -50,998 -37%
Credit Agricole
190
Credit Agricole
France
$3.99M +$2.17M +48,249 +117%
TCM
191
Tran Capital Management
California
$3.98M -$560K -12,450 -12%
Swiss National Bank
192
Swiss National Bank
Switzerland
$3.92M -$387K -8,600 -9%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$3.71M +$3.74M +83,122 New
DCMM
194
DG Capital Management (Massachusetts)
Massachusetts
$3.69M -$684K -15,195 -16%
WMSA
195
Weiss Multi-Strategy Advisers
New York
$3.66M +$2.79M +62,000 +310%
Fuller & Thaler Asset Management
196
Fuller & Thaler Asset Management
California
$3.64M +$283K +6,300 +8%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$3.58M -$40.5M -900,079 -92%
GCA
198
Greenwood Capital Associates
South Carolina
$3.53M +$2.12M +47,233 +149%
Macquarie Group
199
Macquarie Group
Australia
$3.49M +$160K +3,550 +5%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$3.35M +$141K +3,129 +4%
6 7
8
9 10

UAL Hedge Fund Activity: Q1 2014 in Review

386 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UAL positions and 42 closed out — a net gain of 44 holders — while 118 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $507M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 386 institutional investors held United Airlines (UAL) as of Q1 2014, up from 349 in Q4 2013.
  • Funds reported $16.4B of United Airlines stock for Q1 2014, up 21% quarter-over-quarter.
  • 86 funds opened new United Airlines positions in Q1 2014 and 42 closed out, a net change of +44 holders.
  • The largest United Airlines buyer in Q1 2014 was JP Morgan Chase, an estimated $507M added.
  • The largest United Airlines seller in Q1 2014 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2014.