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United Airlines

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: 349386 (+37)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B -$218M -4,837,354 -11%
Capital World Investors
2
Capital World Investors
California
$1.45B +$272M +6,045,000 +23%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$984M -$19.3M -429,811 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$896M -$16.3M -361,905 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$886M +$44.9M +998,527 +5%
JHIU
6
Janus Henderson Investors US
Colorado
$745M -$45.6M -1,013,953 -6%
Primecap Management
7
Primecap Management
California
$651M +$212M +4,707,651 +48%
JP Morgan Chase
8
JP Morgan Chase
New York
$615M +$507M +11,268,179 +447%
BA
9
BlackRock Advisors
Delaware
$414M -$31.9M -708,319 -7%
GC
10
GMT Capital
Georgia
$409M -$27.3M -606,600 -6%
BIT
11
BlackRock Institutional Trust
California
$380M +$14.2M +315,997 +4%
Capital Research Global Investors
12
Capital Research Global Investors
California
$376M -$626M -13,919,131 -62%
ETC
13
Evercore Trust Company
New York
$311M -$8.76M -194,636 -3%
State Street
14
State Street
Massachusetts
$273M +$67.4M +1,498,760 +33%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$234M +$11.6M +258,934 +5%
Jennison Associates
16
Jennison Associates
New York
$222M -$8.41M -186,938 -4%
AM
17
Appaloosa Management
Florida
$207M -$62.9M -1,398,870 -23%
Ameriprise
18
Ameriprise
Minnesota
$207M +$31.9M +710,136 +18%
Goldman Sachs
19
Goldman Sachs
New York
$192M -$72.7M -1,616,841 -27%
FCM
20
Frontier Capital Management
Massachusetts
$186M -$40.6M -901,894 -18%
Wells Fargo
21
Wells Fargo
California
$178M -$43.9M -976,859 -20%
SIG
22
Senator Investment Group
New York
$150M -$11.2M -250,000 -7%
BFA
23
BlackRock Fund Advisors
California
$146M -$12.4M -274,755 -8%
BG
24
BlackRock Group
United Kingdom
$140M +$2.79M +62,100 +2%
SFM
25
Systematic Financial Management
New Jersey
$139M +$117M +2,602,077 +502%