We are live on ! Find out more
UAL icon

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
Royal London Asset Management
201
Royal London Asset Management
United Kingdom
$1.17M -$30.9K -765 -3%
PAG
202
Private Advisor Group
New Jersey
$1.15M +$314K +7,763 +41%
IMC Chicago
203
IMC Chicago
Illinois
$1.13M +$1.06M +26,132 New
URS
204
Utah Retirement Systems
Utah
$1.12M +$101K +2,500 +11%
SAM
205
Securian Asset Management
Minnesota
$1.11M -$33.6K -830 -3%
SGCA
206
Steel Grove Capital Advisors
Tennessee
$1.08M -$298K -7,376 -23%
NB
207
Norinchukin Bank
Japan
$1.04M -$18.6K -460 -2%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$1.03M +$136K +3,350 +16%
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M +$309K +7,644 +47%
HighTower Advisors
210
HighTower Advisors
Illinois
$1.02M +$66.1K +1,633 +7%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$10.7K +265 +1%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$994K -$493K -12,180 -35%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$988K +$128K +3,160 +16%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$988K +$416K +10,282 +82%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$966K
KAS
216
Kestra Advisory Services
Texas
$965K +$242K +5,972 +38%
AWAM
217
Appian Way Asset Management
New York
$964K +$902K +22,300 New
SAM
218
Storebrand Asset Management
Norway
$954K
JF
219
Jump Financial
Illinois
$954K -$434K -10,736 -33%
TIM
220
Total Investment Management
Arizona
$953K -$5.1K -126 -0.6%
SM
221
SG3 Management
Puerto Rico
$952K -$324K -8,000 -27%
DAS
222
Dynamic Advisor Solutions
Arizona
$950K -$241K -5,950 -21%
CCM
223
CAAS Capital Management
New York
$930K +$870K +21,500 New
SFI
224
Siemens Fonds Invest
Germany
$922K +$835K +20,651 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$917K +$42.2K +1,044 +5%

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.