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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
HAI
176
Hennessy Advisors Inc
California
$7.13M +$410K +7,400 +7%
NIM
177
Needham Investment Management
New York
$7.02M – – –
Royal Bank of Canada
178
Royal Bank of Canada
Ontario, Canada
$6.91M +$641K +11,569 +13%
PFC
179
Phocas Financial Corp
California
$6.85M +$201K +3,631 +4%
O
180
OppenheimerFunds
New York
$6.78M -$40.2M -725,015 -88%
TAM
181
Telemark Asset Management
Massachusetts
$6.69M -$5.54M -100,000 -50%
GC
182
Guggenheim Capital
Illinois
$6.41M -$8.48M -153,100 -62%
Daiwa Securities Group
183
Daiwa Securities Group
Japan
$6.17M +$4.74M +85,510 +1,278%
DIA
184
Denver Investment Advisors
Colorado
$6.04M -$2.33M -42,070 -32%
RC
185
RBF Capital
California
$6.02M +$554K +10,000 +13%
IRF
186
IBM Retirement Fund
New York
$5.93M +$39.3K +709 +0.8%
PCMI
187
Princeton Capital Management Inc
New Jersey
$5.84M +$724K +13,075 +18%
Swiss National Bank
188
Swiss National Bank
Switzerland
$5.76M -$177K -3,200 -4%
AIM
189
Artemis Investment Management
United Kingdom
$5.74M +$4.76M +85,900 New
ID
190
Integral Derivatives
New York
$5.71M -$445K -8,028 -9%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$5.63M +$4.66M +84,200 New
TCA
192
Teewinot Capital Advisers
New York
$5.55M +$2.77M +50,000 +151%
BA
193
Boston Advisors
Massachusetts
$5.51M -$536K -9,675 -11%
DCM
194
Driehaus Capital Management
Illinois
$5.4M +$2.34M +42,169 +109%
CF
195
CNA Financial
Illinois
$5.35M – – –
CIBC World Market
196
CIBC World Market
Ontario, Canada
$5.34M +$177K +3,203 +4%
NVIM
197
New Vernon Investment Management
Illinois
$5.21M -$1.24M -22,400 -22%
RJA
198
Raymond James & Associates
Florida
$5.19M +$306K +5,531 +8%
Fuller & Thaler Asset Management
199
Fuller & Thaler Asset Management
California
$5.09M +$88.6K +1,600 +2%
Canada Life
200
Canada Life
Manitoba, Canada
$5.07M +$214K +3,855 +5%
6 7
8
9 10

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.