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United Airlines

551 hedge funds and large institutions have $8.56B invested in United Airlines in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 172 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $6.26B → $8.56B (+$2.3B)

17% more funds holding

Funds holding: 472551 (+79)

13% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 152

6.13% more ownership

Funds ownership: 61.51%67.64% (+6.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.43B

Holders
551
Holders Change
+79
Holders Change %
+16.74%
% of All Funds
9.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
132
Increased
172
Reduced
152
Closed
44
Calls
$1.19B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
176
Weiss Multi-Strategy Advisers
New York
$1.91M -$4.12M -101,867 -70%
Canada Life
177
Canada Life
Manitoba, Canada
$1.9M -$8.66K -214 -0.5%
HC
178
Hourglass Capital
Texas
$1.88M -$938K -23,180 -35%
BCM
179
Bluefin Capital Management
New York
$1.84M +$1.72M +42,571 New
AI
180
Atom Investors
Texas
$1.82M +$1.7M +42,015 New
LS
181
Livforsakringsbolaget Skandia
Sweden
$1.81M
Balyasny Asset Management
182
Balyasny Asset Management
Illinois
$1.8M -$9.37M -231,684 -85%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$1.8M +$1.43M +35,440 +583%
SCA
184
Snowden Capital Advisors
New York
$1.75M +$193K +4,773 +13%
MSA
185
Mason Street Advisors
Wisconsin
$1.75M -$20.1K -497 -1%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$1.64M -$73.7K -1,822 -5%
Verition Fund Management
187
Verition Fund Management
Connecticut
$1.62M +$1.51M +37,438 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$1.61M -$63.5K -1,570 -4%
MOACM
189
Mutual of America Capital Management
New York
$1.6M -$46.7K -1,154 -3%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$1.59M +$3.56K +88 +0.2%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.58M +$389K +9,608 +36%
Loomis, Sayles & Company
192
Loomis, Sayles & Company
Massachusetts
$1.55M +$1.45M +35,904 New
HIMCH
193
Hartford Investment Management Co (HIMCO)
Connecticut
$1.46M +$118K +2,923 +10%
Bank of Nova Scotia
194
Bank of Nova Scotia
Ontario, Canada
$1.4M -$18.2M -449,555 -93%
HAI
195
Hennessy Advisors Inc
California
$1.37M -$52.6K -1,300 -4%
OPWM
196
Oxinas Partners Wealth Management
Indiana
$1.3M +$1.22M +30,085 New
PRC
197
Pearl River Capital
Michigan
$1.25M -$97.8K -2,418 -8%
Nomura Asset Management
198
Nomura Asset Management
Japan
$1.24M +$1.16M +28,600 New
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$1.2M -$520K -12,860 -32%
TRCT
200
Tower Research Capital (TRC)
New York
$1.2M -$928K -22,945 -45%

UAL Hedge Fund Activity: Q4 2020 in Review

551 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2020, worth a combined $8.56B — up 37% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new UAL positions and 44 closed out — a net gain of 88 holders — while 172 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Fidelity International, cutting an estimated $78.6M.

  • 551 institutional investors held United Airlines (UAL) as of Q4 2020, up from 472 in Q3 2020.
  • Funds reported $8.56B of United Airlines stock for Q4 2020, up 37% quarter-over-quarter.
  • 132 funds opened new United Airlines positions in Q4 2020 and 44 closed out, a net change of +88 holders.
  • The largest United Airlines buyer in Q4 2020 was Fidelity Investments, an estimated $184M added.
  • The largest United Airlines seller in Q4 2020 was Fidelity International, an estimated $78.6M sold.

Based on aggregated 13F filings for Q4 2020.