We are live on ! Find out more
UAL icon

United Airlines

580 hedge funds and large institutions have $23.5B invested in United Airlines in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 150 increasing their positions, 243 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

51% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.03B

29% more capital invested

Capital invested by funds: $18.2B → $23.5B (+$5.28B)

6% more funds holding

Funds holding: 546580 (+34)

2.56% more ownership

Funds ownership: 94.3%96.85% (+2.6%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

38% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 243

Holders
580
Holders Change
+34
Holders Change %
+6.23%
% of All Funds
13.26%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
93
Increased
150
Reduced
243
Closed
55
Calls
$1.56B
Puts
$1.03B
Net Calls
+$527M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$3.42B +$9.12M +110,624 +0.3%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.31B -$57.7M -700,000 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79B +$12.2M +148,292 +0.7%
BlackRock
4
BlackRock
New York
$1.55B -$97.6M -1,183,558 -6%
PCM
5
PAR Capital Management
Massachusetts
$1.39B +$4.12M +50,000 +0.3%
ACM
6
Altimeter Capital Management
Massachusetts
$1.04B -$4.75M -57,582 -0.5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$916M +$138M +1,675,144 +19%
State Street
8
State Street
Massachusetts
$746M -$30.1M -364,595 -4%
LPU
9
Lansdowne Partners (UK)
United Kingdom
$465M +$133M +1,612,901 +45%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$446M -$10.1M -122,818 -2%
Capital World Investors
11
Capital World Investors
California
$433M -$56.9M -690,000 -12%
LSV Asset Management
12
LSV Asset Management
Illinois
$399M +$8.41M +101,955 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$391M +$5.63M +68,208 +2%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$385M -$77.7M -942,161 -18%
CCP
15
Cyrus Capital Partners
New York
$274M -$4.6M -55,803 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$272M +$16.8M +204,283 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$255M -$10.9M -132,622 -4%
OA
18
Omega Advisors
New York
$233M -$5.77M -70,000 -3%
Invesco
19
Invesco
Georgia
$220M +$83.8M +1,015,583 +70%
Northern Trust
20
Northern Trust
Illinois
$219M -$7.99M -96,833 -4%
Millennium Management
21
Millennium Management
New York
$207M +$96.7M +1,172,939 +102%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$201M -$51.6M -625,967 -22%
Deutsche Bank
23
Deutsche Bank
Germany
$192M +$105M +1,271,010 +144%
JP Morgan Chase
24
JP Morgan Chase
New York
$173M +$91.2M +1,106,143 +132%
Citadel Advisors
25
Citadel Advisors
Florida
$167M -$44.4M -538,621 -22%

UAL Hedge Fund Activity: Q3 2018 in Review

580 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2018, worth a combined $23.5B — up 29% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new UAL positions and 55 closed out — a net gain of 38 holders — while 150 added to existing stakes and 243 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $97.6M.

  • 580 institutional investors held United Airlines (UAL) as of Q3 2018, up from 546 in Q2 2018.
  • Funds reported $23.5B of United Airlines stock for Q3 2018, up 29% quarter-over-quarter.
  • 93 funds opened new United Airlines positions in Q3 2018 and 55 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q3 2018 was T. Rowe Price Associates, an estimated $138M added.
  • The largest United Airlines seller in Q3 2018 was BlackRock, an estimated $97.6M sold.

Based on aggregated 13F filings for Q3 2018.