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United Airlines
UAL

386 hedge funds and large institutions have $16.4B invested in United Airlines in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 118 increasing their positions, 131 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $639M | Put options by funds: $246M

105% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 42

21% more capital invested

Capital invested by funds: $13.6B → $16.4B (+$2.8B)

11% more funds holding

Funds holding: 349 → 386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.73% less ownership

Funds ownership: 99.58% → 98.85% (-0.73%)

10% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 131

Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
11.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
86
Increased
118
Reduced
131
Closed
42
Calls
$639M
Puts
$246M
Net Calls
+$393M
Net Calls Change
+$217M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$507M
2
Capital World Investors
Capital World Investors
California
+$272M
3
Primecap Management
Primecap Management
California
+$212M
4
SFM
Systematic Financial Management
New Jersey
+$117M
5
MCM
Marsico Capital Management
Colorado
+$87.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$626M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$218M
3
PC
PointState Capital
New York
-$98.8M
4
Goldman Sachs
Goldman Sachs
New York
-$72.7M
5
AM
Appaloosa Management
Florida
-$62.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
201
RBF Capital
California
$3.35M – – –
SI
202
Shaker Investments
Ohio
$3.27M +$3.3M +73,300 New
GH
203
GAM Holding
Switzerland
$3.19M +$3.15M +70,018 +4,731%
BPCM
204
Beach Point Capital Management
California
$3.16M +$3.18M +70,750 New
CBOA
205
Commonwealth Bank of Australia
Australia
$3.13M -$666K -14,800 -17%
TBA
206
Train Babcock Advisors
New York
$3.11M +$3.14M +69,755 New
JIM
207
Jupiter Investment Management
United Kingdom
$3.03M +$1.61M +35,700 +111%
RJA
208
Raymond James & Associates
Florida
$3.02M -$133K -2,955 -4%
SIP
209
Stoneridge Investment Partners
Pennsylvania
$2.97M -$76.5K -1,700 -2%
GCA
210
Gideon Capital Advisors
New York
$2.93M +$1.81M +40,173 +157%
URS
211
Utah Retirement Systems
Utah
$2.85M +$18K +400 +0.6%
APG Asset Management
212
APG Asset Management
Netherlands
$2.84M +$963K +21,417 +51%
Canada Life
213
Canada Life
Manitoba, Canada
$2.74M +$1.01M +22,358 +57%
SEIA
214
Signature Estate & Investment Advisors
California
$2.58M +$2.6M +57,835 New
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$2.5M +$2.02M +44,915 +409%
GP
216
GLG Partners
United Kingdom
$2.46M +$2.48M +55,214 New
N
217
Natixis
France
$2.43M -$53.4M -1,186,800 -96%
MCM
218
Munder Capital Management
Michigan
$2.42M +$2.44M +54,156 New
TI
219
Turner Investments
Pennsylvania
$2.36M +$2.38M +52,830 New
HPCM
220
High Pointe Capital Management
Illinois
$2.34M +$302K +6,720 +15%
FMT
221
First Mercantile Trust
Tennessee
$2.27M -$405K -9,000 -15%
CF
222
CNA Financial
Illinois
$2.23M – – –
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$2.17M -$225K -5,000 -9%
BIM
224
Beach Investment Management
Pennsylvania
$2.11M -$723K -16,080 -25%
SCA
225
SAC Capital Advisors
Connecticut
$2.09M +$1.77M +39,251 +514%
7 8
9
10 11

UAL Hedge Fund Activity: Q1 2014 in Review

386 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 21% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UAL positions and 42 closed out — a net gain of 44 holders — while 118 added to existing stakes and 131 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $507M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 386 institutional investors held United Airlines (UAL) as of Q1 2014, up from 349 in Q4 2013.
  • Funds reported $16.4B of United Airlines stock for Q1 2014, up 21% quarter-over-quarter.
  • 86 funds opened new United Airlines positions in Q1 2014 and 42 closed out, a net change of +44 holders.
  • The largest United Airlines buyer in Q1 2014 was JP Morgan Chase, an estimated $507M added.
  • The largest United Airlines seller in Q1 2014 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2014.