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United Airlines

549 hedge funds and large institutions have $18.6B invested in United Airlines in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

2.59% more ownership

Funds ownership: 91.5%94.09% (+2.6%)

4% more call options, than puts

Call options by funds: $630M | Put options by funds: $608M

2% more capital invested

Capital invested by funds: $18.3B → $18.6B (+$353M)

1% more funds holding

Funds holding: 546549 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
12.58%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
78
Increased
149
Reduced
227
Closed
69
Calls
$630M
Puts
$608M
Net Calls
+$22.3M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
176
Hodges Capital Management
Texas
$3.47M +$100K +1,450 +3%
Assenagon Asset Management
177
Assenagon Asset Management
Luxembourg
$3.44M +$224K +3,240 +7%
GCM
178
Glendon Capital Management
California
$3.42M -$1.31M -19,028 -28%
VIA
179
Vident Investment Advisory
Georgia
$3.34M +$544K +7,868 +19%
HAI
180
Hennessy Advisors Inc
California
$3.28M +$1.31M +19,000 +67%
PP
181
Paloma Partners
Connecticut
$3.27M +$972K +14,068 +43%
JIR
182
James Investment Research
Ohio
$3.24M +$110K +1,585 +4%
DA
183
Denali Advisors
California
$3.21M +$1.31M +19,000 +70%
Stifel Financial
184
Stifel Financial
Missouri
$3.19M +$602K +8,707 +23%
O
185
OppenheimerFunds
New York
$3.17M -$60.1M -869,398 -95%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$3.15M -$413K -5,975 -12%
FCM
187
Flinton Capital Management
Pennsylvania
$3.13M -$6.12M -88,620 -66%
CC
188
Colrain Capital
Massachusetts
$3.11M -$491K -7,100 -14%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$3.06M -$886K -12,830 -23%
PCIG
190
Partners Capital Investment Group
Massachusetts
$3.03M +$1.65M +23,865 +121%
BCM
191
BlueCrest Capital Management
Jersey
$3.02M +$857K +12,412 +40%
Fiera Capital (Canada)
192
Fiera Capital (Canada)
Quebec, Canada
$2.9M +$1.33M +19,279 +86%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$2.87M +$405K +5,860 +17%
UCFA
194
United Capital Financial Advisors
Texas
$2.85M -$1.16M -16,824 -29%
MSL
195
Mackay Shields LLC
New York
$2.83M +$2.81M +40,689 New
RCM
196
Riverhead Capital Management
Delaware
$2.8M -$5.42M -78,400 -66%
WFI
197
West Family Investments
California
$2.78M +$2.76M +40,000 New
FAT
198
First American Trust
California
$2.77M +$1.38M +19,998 +101%
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
$2.77M -$124K -1,790 -4%
Aviva
200
Aviva
United Kingdom
$2.75M -$223K -3,221 -8%

UAL Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2018, worth a combined $18.6B — up 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UAL positions and 69 closed out — a net gain of 9 holders — while 149 added to existing stakes and 227 trimmed.

The largest buyer was Primecap Management, adding an estimated $620M. The largest seller was T. Rowe Price Associates, cutting an estimated $337M.

  • 549 institutional investors held United Airlines (UAL) as of Q1 2018, up from 546 in Q4 2017.
  • Funds reported $18.6B of United Airlines stock for Q1 2018, up 1.9% quarter-over-quarter.
  • 78 funds opened new United Airlines positions in Q1 2018 and 69 closed out, a net change of +9 holders.
  • The largest United Airlines buyer in Q1 2018 was Primecap Management, an estimated $620M added.
  • The largest United Airlines seller in Q1 2018 was T. Rowe Price Associates, an estimated $337M sold.

Based on aggregated 13F filings for Q1 2018.