We are live on ! Find out more
UAL icon

United Airlines

566 hedge funds and large institutions have $20B invested in United Airlines in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 193 increasing their positions, 211 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 60

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more funds holding

Funds holding: 543566 (+23)

5% more call options, than puts

Call options by funds: $456M | Put options by funds: $434M

4% more capital invested

Capital invested by funds: $19.1B → $20B (+$813M)

9% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 211

3.35% less ownership

Funds ownership: 95.44%92.09% (-3.4%)

Holders
566
Holders Change
+23
Holders Change %
+4.24%
% of All Funds
14.85%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.76%
New
87
Increased
193
Reduced
211
Closed
60
Calls
$456M
Puts
$434M
Net Calls
+$22.9M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B +$39.9M +690,716 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.12B -$107M -1,860,735 -9%
Primecap Management
3
Primecap Management
California
$1.12B -$1.31M -22,650 -0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$814M -$35.8M -620,505 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$789M -$313M -5,427,957 -28%
JHIU
6
Janus Henderson Investors US
Colorado
$706M -$140M -2,424,651 -16%
State Street
7
State Street
Massachusetts
$704M -$11.2M -193,972 -2%
Capital World Investors
8
Capital World Investors
California
$672M -$552M -9,559,786 -45%
ACM
9
Altimeter Capital Management
Massachusetts
$610M +$78M +1,350,000 +15%
BIT
10
BlackRock Institutional Trust
California
$558M -$17.5M -302,603 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$384M -$66.4M -1,149,854 -15%
PCM
12
PAR Capital Management
Massachusetts
$368M +$60.3M +1,043,600 +19%
BFA
13
BlackRock Fund Advisors
California
$356M +$847K +14,676 +0.2%
AQR Capital Management
14
AQR Capital Management
Connecticut
$352M +$118M +2,037,178 +50%
ETC
15
Evercore Trust Company
New York
$343M -$5.67M -98,197 -2%
GC
16
GMT Capital
Georgia
$343M -$28.5M -493,600 -8%
Goldman Sachs
17
Goldman Sachs
New York
$320M -$114M -1,982,861 -26%
Boston Partners
18
Boston Partners
Massachusetts
$290M +$40.6M +702,994 +16%
ACM
19
Americafirst Capital Management
California
$254M +$256K +4,429 New
Neuberger Berman Group
20
Neuberger Berman Group
New York
$231M -$12.2M -212,086 -5%
Northern Trust
21
Northern Trust
Illinois
$228M -$5.2M -90,094 -2%
AL
22
AJO LP
Pennsylvania
$202M +$160K +2,765 +0.1%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$197M +$6.77M +117,266 +4%
BA
24
BlackRock Advisors
Delaware
$187M +$31.5M +546,342 +20%
CCM
25
Causeway Capital Management
California
$183M +$10.9M +188,453 +8%

UAL Hedge Fund Activity: Q4 2015 in Review

566 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2015, worth a combined $20B — up 4.2% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new UAL positions and 60 closed out — a net gain of 27 holders — while 193 added to existing stakes and 211 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $118M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 566 institutional investors held United Airlines (UAL) as of Q4 2015, up from 543 in Q3 2015.
  • Funds reported $20B of United Airlines stock for Q4 2015, up 4.2% quarter-over-quarter.
  • 87 funds opened new United Airlines positions in Q4 2015 and 60 closed out, a net change of +27 holders.
  • The largest United Airlines buyer in Q4 2015 was AQR Capital Management, an estimated $118M added.
  • The largest United Airlines seller in Q4 2015 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2015.