United Airlines
546 hedge funds and large institutions have $18.3B invested in United Airlines in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 130 increasing their positions, 229 reducing their positions, and 78 closing their positions.
17% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 78
6% more capital invested
Capital invested by funds: $17.3B → $18.3B (+$954M)
1% more funds holding
Funds holding: 539 → 546 (+7)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
2% less ownership
Funds ownership: 93.5% → 91.5% (-2%)
21% less call options, than puts
Call options by funds: $670M | Put options by funds: $853M
43% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$381M |
| 2 |
Primecap Management
Pasadena,
California
|
+$312M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$155M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$149M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$89.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$368M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$282M |
| 3 |
Morgan Stanley
New York
|
-$170M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$153M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$121M |
UAL Hedge Fund Activity: Q4 2017 in Review
546 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2017, worth a combined $18.3B — up 5.5% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new UAL positions and 78 closed out — a net gain of 13 holders — while 130 added to existing stakes and 229 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $381M. The largest seller was JP Morgan Chase, cutting an estimated $368M.
- 546 institutional investors held United Airlines (UAL) as of Q4 2017, up from 539 in Q3 2017.
- Funds reported $18.3B of United Airlines stock for Q4 2017, up 5.5% quarter-over-quarter.
- 91 funds opened new United Airlines positions in Q4 2017 and 78 closed out, a net change of +13 holders.
- The largest United Airlines buyer in Q4 2017 was Fidelity Investments, an estimated $381M added.
- The largest United Airlines seller in Q4 2017 was JP Morgan Chase, an estimated $368M sold.
Based on aggregated 13F filings for Q4 2017.