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United Airlines

472 hedge funds and large institutions have $6.26B invested in United Airlines in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 173 increasing their positions, 142 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 142

19% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 59

2% more funds holding

Funds holding: 465472 (+7)

2% more capital invested

Capital invested by funds: $6.15B → $6.26B (+$112M)

0.33% more ownership

Funds ownership: 61.18%61.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less call options, than puts

Call options by funds: $866M | Put options by funds: $938M

Holders
472
Holders Change
+7
Holders Change %
+1.51%
% of All Funds
9.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
70
Increased
173
Reduced
142
Closed
59
Calls
$866M
Puts
$938M
Net Calls
-$72.2M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B +$12.3M +355,773 +1%
Primecap Management
2
Primecap Management
California
$1.02B -$35.5M -1,024,790 -3%
BlackRock
3
BlackRock
New York
$560M +$68.9M +1,991,140 +14%
State Street
4
State Street
Massachusetts
$306M +$33.9M +980,766 +13%
PCM
5
PAR Capital Management
Massachusetts
$265M +$2.65M +76,700 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$169M +$18.7M +541,560 +13%
ACM
7
Altimeter Capital Management
Massachusetts
$167M
USGIU
8
U.S. Global Investors (USGI)
Texas
$165M +$50.7M +1,466,697 +45%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$159M -$766K -22,145 -0.5%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$154M -$2.78M -80,362 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$137M -$8.76M -253,085 -6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$94.9M -$40M -1,157,661 -30%
Northern Trust
13
Northern Trust
Illinois
$92.8M +$9.35M +270,348 +11%
Goldman Sachs
14
Goldman Sachs
New York
$88.9M +$25.3M +732,311 +40%
Morgan Stanley
15
Morgan Stanley
New York
$87.3M +$40.8M +1,179,666 +88%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$80.3M +$3.4M +98,339 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$79.4M -$4.28M -123,807 -5%
Fidelity International
18
Fidelity International
Bermuda
$67.6M -$4.55M -131,579 -6%
Charles Schwab
19
Charles Schwab
California
$65.6M +$23.9M +691,626 +58%
Invesco
20
Invesco
Georgia
$63.2M +$5.21M +150,730 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$58.3M -$9.49M -274,459 -14%
CU
22
CQS (US)
New York
$51.7M -$15.4M -444,050 -64%
Citadel Advisors
23
Citadel Advisors
Florida
$45.2M -$31.6M -914,617 -41%
Bank of America
24
Bank of America
North Carolina
$34.7M +$2.48M +71,783 +8%
N
25
Nuveen
North Carolina
$34.5M +$859K +24,845 +3%

UAL Hedge Fund Activity: Q3 2020 in Review

472 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2020, worth a combined $6.26B — up 1.8% from $6.15B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new UAL positions and 59 closed out — a net gain of 11 holders — while 173 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $68.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $161M.

  • 472 institutional investors held United Airlines (UAL) as of Q3 2020, up from 465 in Q2 2020.
  • Funds reported $6.26B of United Airlines stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 70 funds opened new United Airlines positions in Q3 2020 and 59 closed out, a net change of +11 holders.
  • The largest United Airlines buyer in Q3 2020 was BlackRock, an estimated $68.9M added.
  • The largest United Airlines seller in Q3 2020 was D.E. Shaw & Co, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2020.