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United Airlines
UAL

407 hedge funds and large institutions have $16.5B invested in United Airlines in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 135 increasing their positions, 140 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $979M | Put options by funds: $501M

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

11% more capital invested

Capital invested by funds: $14.9B → $16.5B (+$1.63B)

3% more funds holding

Funds holding: 397 → 407 (+10)

4% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 140

1.57% less ownership

Funds ownership: 97.2% → 95.63% (-1.6%)

Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
11.81%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
63
Increased
135
Reduced
140
Closed
49
Calls
$979M
Puts
$501M
Net Calls
+$478M
Net Calls Change
-$178M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$220M
2
SC
Sculptor Capital
New York
+$110M
3
JP Morgan Chase
JP Morgan Chase
New York
+$104M
4
SIG
Senator Investment Group
New York
+$102M
5
SM
Seminole Management
New York
+$70.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$353M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$137M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
5
EIP
Epoch Investment Partners
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.76B -$11.6M -250,000 -0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.21B -$167M -3,607,643 -12%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.04B +$104M +2,245,118 +11%
JHIU
4
Janus Henderson Investors US
Colorado
$1.02B +$220M +4,735,187 +28%
Vanguard Group
5
Vanguard Group
Pennsylvania
$980M +$22.9M +492,744 +2%
Primecap Management
6
Primecap Management
California
$867M +$28.1M +605,838 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$619M -$127M -2,725,861 -17%
BIT
8
BlackRock Institutional Trust
California
$398M -$11.3M -243,621 -3%
GC
9
GMT Capital
Georgia
$384M -$22.9M -493,600 -6%
BA
10
BlackRock Advisors
Delaware
$346M -$55.6M -1,197,961 -14%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$338M +$38.8M +836,111 +13%
ETC
12
Evercore Trust Company
New York
$313M -$7.08M -152,555 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$308M -$353M -7,603,855 -54%
Jennison Associates
14
Jennison Associates
New York
$284M -$5.83M -125,680 -2%
AM
15
Appaloosa Management
Florida
$232M -$9.57M -206,229 -4%
SC
16
Sculptor Capital
New York
$230M +$110M +2,377,224 +93%
State Street
17
State Street
Massachusetts
$230M -$1.67M -36,005 -0.7%
SIG
18
Senator Investment Group
New York
$197M +$102M +2,200,000 +110%
BFA
19
BlackRock Fund Advisors
California
$174M +$9.66M +208,076 +6%
Goldman Sachs
20
Goldman Sachs
New York
$166M -$42.1M -907,462 -20%
CCI
21
Columbus Circle Investors
$156M +$64.8M +1,395,647 +72%
TCIM
22
TIAA CREF Investment Management
New York
$155M +$8.26M +177,976 +6%
Ameriprise
23
Ameriprise
Minnesota
$151M -$12.5M -269,786 -8%
Wells Fargo
24
Wells Fargo
California
$145M -$9.04M -194,825 -6%
IAM
25
Impala Asset Management
Florida
$141M -$22.8M -490,390 -14%
1
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UAL Hedge Fund Activity: Q3 2014 in Review

407 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2014, worth a combined $16.5B — up 11% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UAL positions and 49 closed out — a net gain of 14 holders — while 135 added to existing stakes and 140 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $220M. The largest seller was Wellington Management Group, cutting an estimated $353M.

  • 407 institutional investors held United Airlines (UAL) as of Q3 2014, up from 397 in Q2 2014.
  • Funds reported $16.5B of United Airlines stock for Q3 2014, up 11% quarter-over-quarter.
  • 63 funds opened new United Airlines positions in Q3 2014 and 49 closed out, a net change of +14 holders.
  • The largest United Airlines buyer in Q3 2014 was Janus Henderson Investors US, an estimated $220M added.
  • The largest United Airlines seller in Q3 2014 was Wellington Management Group, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2014.