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United Airlines

551 hedge funds and large institutions have $8.56B invested in United Airlines in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 172 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 44

37% more capital invested

Capital invested by funds: $6.26B → $8.56B (+$2.3B)

17% more funds holding

Funds holding: 472551 (+79)

13% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 152

6.13% more ownership

Funds ownership: 61.51%67.64% (+6.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.43B

Holders
551
Holders Change
+79
Holders Change %
+16.74%
% of All Funds
9.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
132
Increased
172
Reduced
152
Closed
44
Calls
$1.19B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$24.8M +612,936 +2%
Primecap Management
2
Primecap Management
California
$1.23B -$34.3M -848,850 -3%
BlackRock
3
BlackRock
New York
$672M -$23.4M -579,029 -4%
State Street
4
State Street
Massachusetts
$402M +$19.9M +492,289 +6%
PCM
5
PAR Capital Management
Massachusetts
$305M -$23.6M -583,000 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$297M +$184M +4,556,367 +197%
USGIU
7
U.S. Global Investors (USGI)
Texas
$267M +$57.1M +1,412,392 +30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$214M +$3.83M +94,672 +2%
ACM
9
Altimeter Capital Management
Massachusetts
$208M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$195M -$2.76M -68,174 -1%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$189M -$2.34M -57,884 -1%
LSV Asset Management
12
LSV Asset Management
Illinois
$153M -$16.2M -401,500 -10%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$150M +$139M +3,436,000 +13,165%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$125M +$6.08M +150,228 +5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$122M +$46.6M +1,152,863 +69%
Northern Trust
16
Northern Trust
Illinois
$112M -$3.6M -88,963 -3%
Goldman Sachs
17
Goldman Sachs
New York
$101M -$9.12M -225,393 -9%
Two Sigma Investments
18
Two Sigma Investments
New York
$98.6M +$68.2M +1,686,661 +284%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$97.6M -$1.19M -29,429 -1%
Capital World Investors
20
Capital World Investors
California
$92.3M +$86.4M +2,134,796 New
Charles Schwab
21
Charles Schwab
California
$83.8M +$2.07M +51,242 +3%
Invesco
22
Invesco
Georgia
$82.7M +$3.85M +95,214 +5%
Morgan Stanley
23
Morgan Stanley
New York
$72.8M -$33.6M -829,891 -33%
Millennium Management
24
Millennium Management
New York
$68.8M +$62.3M +1,541,372 +3,065%
Jane Street
25
Jane Street
New York
$65.4M +$44.8M +1,108,153 +274%

UAL Hedge Fund Activity: Q4 2020 in Review

551 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2020, worth a combined $8.56B — up 37% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new UAL positions and 44 closed out — a net gain of 88 holders — while 172 added to existing stakes and 152 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $184M. The largest seller was Fidelity International, cutting an estimated $78.6M.

  • 551 institutional investors held United Airlines (UAL) as of Q4 2020, up from 472 in Q3 2020.
  • Funds reported $8.56B of United Airlines stock for Q4 2020, up 37% quarter-over-quarter.
  • 132 funds opened new United Airlines positions in Q4 2020 and 44 closed out, a net change of +88 holders.
  • The largest United Airlines buyer in Q4 2020 was Fidelity Investments, an estimated $184M added.
  • The largest United Airlines seller in Q4 2020 was Fidelity International, an estimated $78.6M sold.

Based on aggregated 13F filings for Q4 2020.