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 43 closing their positions.
160% more call options, than puts
Call options by funds: $640M | Put options by funds: $247M
100% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 43
20% more capital inflows, than outflows
Capital inflows: $2.56B | Capital outflows: $2.14B
10% more funds holding
Funds holding: 350 → 386 (+36)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$507M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$272M |
| 3 |
Primecap Management
Pasadena,
California
|
+$212M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$117M |
| 5 |
Marsico Capital Management
Denver,
Colorado
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$626M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$218M |
| 3 |
PointState Capital
New York
|
-$98.8M |
| 4 |
Goldman Sachs
New York
|
-$72.7M |
| 5 |
Appaloosa Management
Miami Beach,
Florida
|
-$62.9M |
UAL Hedge Fund Activity: Q1 2014 in Review
386 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2014, worth a combined $16.4B — up 20% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new UAL positions and 43 closed out — a net gain of 43 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 350 in Q4 2013.
- Funds reported $16.4B of United Airlines stock for Q1 2014, up 20% quarter-over-quarter.
- 86 funds opened new United Airlines positions in Q1 2014 and 43 closed out, a net change of +43 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.