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United Airlines
UAL

473 hedge funds and large institutions have $23.5B invested in United Airlines in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 52

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $783M

72% more funds holding in top 10

Funds holding in top 10: 25 → 43 (+18)

42% more capital invested

Capital invested by funds: $16.5B → $23.5B (+$6.94B)

16% more funds holding

Funds holding: 407 → 473 (+66)

0.09% more ownership

Funds ownership: 95.63% → 95.73% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 150

Holders
473
Holders Change
+66
Holders Change %
+16.22%
% of All Funds
12.62%
Holding in Top 10
43
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+72%
% of All Funds
1.15%
New
124
Increased
142
Reduced
150
Closed
52
Calls
$1.4B
Puts
$783M
Net Calls
+$617M
Net Calls Change
+$139M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$364M
2
PC
PointState Capital
New York
+$156M
3
FAM
Fred Alger Management
New York
+$143M
4
Capital World Investors
Capital World Investors
California
+$136M
5
ACM
Altimeter Capital Management
Massachusetts
+$108M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$196M
2
BA
BlackRock Advisors
Delaware
-$194M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
4
JP Morgan Chase
JP Morgan Chase
New York
-$173M
5
SIG
Senator Investment Group
New York
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
3NC
201
300 North Capital
California
$4.98M -$736K -13,290 -15%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$4.82M -$53.8M -972,191 -93%
Credit Agricole
203
Credit Agricole
France
$4.77M +$511K +9,222 +14%
N
204
Nuveen
North Carolina
$4.68M +$3.88M +70,034 New
AC
205
AYM Capital
New York
$4.68M -$7.2M -130,000 -65%
N
206
Natixis
France
$4.58M -$17.5M -315,191 -82%
TCM
207
Tran Capital Management
California
$4.56M -$1.05M -18,895 -22%
FIG
208
Fortress Investment Group
New York
$4.48M +$3.71M +67,000 New
MTIM
209
Marathon Trading Investment Management
Pennsylvania
$4.48M -$928K -16,760 -20%
QI
210
QS Investors
New York
$4.43M +$3.67M +66,300 New
ACI
211
AMP Capital Investors
Australia
$4.34M +$2.78M +50,200 +325%
URS
212
Utah Retirement Systems
Utah
$4.32M – – –
RP
213
Raiff Partners
New York
$4.28M +$3.54M +64,000 New
GIM
214
Goelzer Investment Management
Indiana
$4.19M +$3.47M +62,700 New
BLM
215
Bennett Lawrence Management
New York
$4.15M -$2.96M -53,393 -46%
NCIM
216
New Century Investment Management
Michigan
$4.1M +$3.39M +61,300 New
SIP
217
Stoneridge Investment Partners
Pennsylvania
$4.02M -$2.01M -36,260 -38%
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$3.61M +$201K +3,638 +7%
JT
219
Jump Trading
Illinois
$3.6M +$2.24M +40,512 +303%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$3.47M -$130K -2,350 -4%
New York State Common Retirement Fund
221
New York State Common Retirement Fund
New York
$3.45M -$4.11M -74,124 -59%
GACM
222
Green Arrow Capital Management
New York
$3.44M -$222K -4,011 -7%
RFC
223
Regions Financial Corp
Alabama
$3.44M -$766K -13,832 -21%
ACI
224
Advance Capital I
Michigan
$3.35M +$2.77M +50,100 New
SI
225
Shaker Investments
Ohio
$3.35M +$498K +9,000 +22%
7 8
9
10 11

UAL Hedge Fund Activity: Q4 2014 in Review

473 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2014, worth a combined $23.5B — up 42% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new UAL positions and 52 closed out — a net gain of 72 holders — while 142 added to existing stakes and 150 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was Wellington Management Group, cutting an estimated $196M.

  • 473 institutional investors held United Airlines (UAL) as of Q4 2014, up from 407 in Q3 2014.
  • Funds reported $23.5B of United Airlines stock for Q4 2014, up 42% quarter-over-quarter.
  • 124 funds opened new United Airlines positions in Q4 2014 and 52 closed out, a net change of +72 holders.
  • The largest United Airlines buyer in Q4 2014 was Fidelity Investments, an estimated $364M added.
  • The largest United Airlines seller in Q4 2014 was Wellington Management Group, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2014.