United Airlines
538 hedge funds and large institutions have $19.2B invested in United Airlines in 2016 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 250 reducing their positions, and 86 closing their positions.
35% more call options, than puts
Call options by funds: $453M | Put options by funds: $337M
4% less capital invested
Capital invested by funds: $20B → $19.2B (-$788M)
2.01% less ownership
Funds ownership: 92.09% → 90.08% (-2%)
5% less funds holding
Funds holding: 566 → 538 (-28)
17% less funds holding in top 10
Funds holding in top 10: 29 → 24 (-5)
29% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 86
35% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 250
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$582M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$423M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$135M |
| 4 |
Royal London Asset Management
United Kingdom
|
+$73.7M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$61.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$481M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$353M |
| 3 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$254M |
| 4 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$132M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$117M |
UAL Hedge Fund Activity: Q1 2016 in Review
538 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2016, worth a combined $19.2B — down 3.9% from $20B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of UAL and 61 opened new positions — a net loss of 25 holders — while 250 trimmed existing stakes and 163 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $582M. The largest seller was Capital World Investors, cutting an estimated $481M.
- 538 institutional investors held United Airlines (UAL) as of Q1 2016, down from 566 in Q4 2015.
- Funds reported $19.2B of United Airlines stock for Q1 2016, down 3.9% quarter-over-quarter.
- 61 funds opened new United Airlines positions in Q1 2016 and 86 closed out, a net change of -25 holders.
- The largest United Airlines buyer in Q1 2016 was T. Rowe Price Associates, an estimated $582M added.
- The largest United Airlines seller in Q1 2016 was Capital World Investors, an estimated $481M sold.
Based on aggregated 13F filings for Q1 2016.