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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
AP
176
AHL Partners
United Kingdom
$7.71M +$6.1M +95,693 +943%
NIM
177
Needham Investment Management
New York
$7.65M
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$7.59M -$1.97M -30,963 -23%
CMI
179
Cider Mill Investments
Connecticut
$7.55M +$6.6M +103,600 New
FCM
180
Flinton Capital Management
Pennsylvania
$7.29M +$6.37M +100,044 New
Credit Agricole
181
Credit Agricole
France
$7.08M -$1.72M -26,942 -22%
SOMRS
182
State of Michigan Retirement System
Michigan
$6.88M -$507K -7,956 -8%
TCM
183
Twin Capital Management
Pennsylvania
$6.88M -$189K -2,968 -3%
HIMCH
184
Hartford Investment Management Co (HIMCO)
Connecticut
$6.62M +$274K +4,300 +5%
RCM
185
Riverhead Capital Management
Delaware
$6.51M +$2.47M +38,700 +76%
BJ
186
BlackRock Japan
Japan
$6.5M -$1.66M -26,131 -23%
Canada Life
187
Canada Life
Manitoba, Canada
$6.34M -$248K -3,887 -4%
TPSF
188
Texas Permanent School Fund
Texas
$6.3M -$246K -3,862 -4%
HC
189
Hourglass Capital
Texas
$6.23M -$2.1M -32,967 -28%
Comerica Bank
190
Comerica Bank
Texas
$6.12M +$816K +12,808 +18%
SFM
191
Systematic Financial Management
New Jersey
$5.83M -$3.89M -61,019 -43%
PAMU
192
Pictet Asset Management (UK)
United Kingdom
$5.78M -$2.56M -40,100 -34%
AIM
193
Assured Investment Management
New York
$5.75M -$798K -12,518 -14%
TAM
194
Tyers Asset Management
Texas
$5.73M +$5.01M +78,606 New
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$5.55M -$62.1K -975 -1%
SIM
196
Sentry Investment Management
Wisconsin
$5.46M -$83.9K -1,316 -2%
CF
197
CNA Financial
Illinois
$5.38M
WCP
198
Welch Capital Partners
New York
$5.37M -$1.8M -28,180 -28%
NIP
199
Nicholas Investment Partners
California
$5.36M +$4.68M +73,516 New
ASRS
200
Arizona State Retirement System
Arizona
$5.2M -$51K -800 -1%

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.