United Airlines
545 hedge funds and large institutions have $19.2B invested in United Airlines in 2015 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 198 increasing their positions, 171 reducing their positions, and 57 closing their positions.
89% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 57
16% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 171
10% more funds holding
Funds holding: 496 → 545 (+49)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
3.44% more ownership
Funds ownership: 92% → 95.45% (+3.4%)
3% more capital invested
Capital invested by funds: $18.6B → $19.2B (+$531M)
6% less call options, than puts
Call options by funds: $449M | Put options by funds: $476M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$438M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$338M |
| 3 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
+$257M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$226M |
| 5 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$450M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$337M |
| 3 |
SC
Sculptor Capital
New York
|
-$165M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 5 |
FAM
Fred Alger Management
New York
|
-$95.3M |
UAL Hedge Fund Activity: Q3 2015 in Review
545 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2015, worth a combined $19.2B — up 2.8% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new UAL positions and 57 closed out — a net gain of 51 holders — while 198 added to existing stakes and 171 trimmed.
The largest buyer was State Street, adding an estimated $438M. The largest seller was Capital World Investors, cutting an estimated $450M.
- 545 institutional investors held United Airlines (UAL) as of Q3 2015, up from 496 in Q2 2015.
- Funds reported $19.2B of United Airlines stock for Q3 2015, up 2.8% quarter-over-quarter.
- 108 funds opened new United Airlines positions in Q3 2015 and 57 closed out, a net change of +51 holders.
- The largest United Airlines buyer in Q3 2015 was State Street, an estimated $438M added.
- The largest United Airlines seller in Q3 2015 was Capital World Investors, an estimated $450M sold.
Based on aggregated 13F filings for Q3 2015.