United Airlines
408 hedge funds and large institutions have $16.5B invested in United Airlines in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 135 increasing their positions, 140 reducing their positions, and 49 closing their positions.
95% more call options, than puts
Call options by funds: $979M | Put options by funds: $501M
31% more first-time investments, than exits
New positions opened: 64 | 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 (+$1.64B)
3% more funds holding
Funds holding: 397 → 408 (+11)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$220M |
| 2 |
SC
Sculptor Capital
New York
|
+$110M |
| 3 |
JP Morgan Chase
New York
|
+$104M |
| 4 |
SIG
Senator Investment Group
New York
|
+$102M |
| 5 |
SM
Seminole Management
New York
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$353M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$167M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$137M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$62.7M |
UAL Hedge Fund Activity: Q3 2014 in Review
408 of the 3,455 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: 64 funds opened new UAL positions and 49 closed out — a net gain of 15 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.
- 408 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.
- 64 funds opened new United Airlines positions in Q3 2014 and 49 closed out, a net change of +15 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.