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United Airlines

495 hedge funds and large institutions have $18.6B invested in United Airlines in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 211 increasing their positions, 146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $617M

45% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 146

0.37% less ownership

Funds ownership: 92.37%92% (-0.37%)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

1% less funds holding

Funds holding: 502495 (-7)

22% less capital invested

Capital invested by funds: $23.9B → $18.6B (-$5.24B)

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

Holders
495
Holders Change
-7
Holders Change %
-1.39%
% of All Funds
13.34%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.67%
New
73
Increased
211
Reduced
146
Closed
74
Calls
$1.34B
Puts
$617M
Net Calls
+$726M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.55B -$625M -10,789,528 -27%
JHIU
2
Janus Henderson Investors US
Colorado
$1.1B +$185M +3,200,298 +18%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.1B +$73.8M +1,274,120 +7%
Primecap Management
4
Primecap Management
California
$1.08B +$28.2M +487,214 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.04B +$23.1M +399,483 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$986M -$284M -4,902,366 -21%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$888M -$353M -6,096,445 -27%
BIT
8
BlackRock Institutional Trust
California
$512M +$12.2M +210,434 +2%
Goldman Sachs
9
Goldman Sachs
New York
$441M +$121M +2,087,722 +34%
GC
10
GMT Capital
Georgia
$359M -$16.3M -281,700 -4%
SC
11
Sculptor Capital
New York
$355M +$94.3M +1,628,518 +32%
ETC
12
Evercore Trust Company
New York
$327M -$5.54M -95,708 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$268M -$42.9M -741,064 -13%
ACM
14
Altimeter Capital Management
Massachusetts
$252M +$15.5M +268,458 +6%
State Street
15
State Street
Massachusetts
$250M -$1.91M -32,963 -0.7%
Boston Partners
16
Boston Partners
Massachusetts
$226M +$126M +2,170,898 +104%
BFA
17
BlackRock Fund Advisors
California
$211M -$12.1M -209,844 -5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$203M +$4.18M +72,248 +2%
BA
19
BlackRock Advisors
Delaware
$198M +$44.4M +766,337 +26%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$194M +$52.2M +901,475 +33%
AL
21
AJO LP
Pennsylvania
$190M +$44M +759,600 +27%
FAM
22
Fred Alger Management
New York
$185M +$71M +1,226,397 +54%
AQR Capital Management
23
AQR Capital Management
Connecticut
$179M +$115M +1,981,258 +143%
CCI
24
Columbus Circle Investors
$165M -$18.7M -323,845 -9%
TCIM
25
TIAA CREF Investment Management
New York
$152M -$6.12M -105,682 -4%

UAL Hedge Fund Activity: Q2 2015 in Review

495 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2015, worth a combined $18.6B — down 22% from $23.9B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of UAL and 73 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 211 added.

The largest buyer was Janus Henderson Investors US, adding an estimated $185M. The largest seller was Capital World Investors, cutting an estimated $625M.

  • 495 institutional investors held United Airlines (UAL) as of Q2 2015, down from 502 in Q1 2015.
  • Funds reported $18.6B of United Airlines stock for Q2 2015, down 22% quarter-over-quarter.
  • 73 funds opened new United Airlines positions in Q2 2015 and 74 closed out, a net change of -1 holder.
  • The largest United Airlines buyer in Q2 2015 was Janus Henderson Investors US, an estimated $185M added.
  • The largest United Airlines seller in Q2 2015 was Capital World Investors, an estimated $625M sold.

Based on aggregated 13F filings for Q2 2015.