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United Airlines

540 hedge funds and large institutions have $8.22B invested in United Airlines in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 152 increasing their positions, 172 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 96

0.42% less ownership

Funds ownership: 58.51%58.09% (-0.42%)

1% less funds holding

Funds holding: 545540 (-5)

9% less capital invested

Capital invested by funds: $9B → $8.22B (-$780M)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 172

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $2.15B

Holders
540
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
152
Reduced
172
Closed
96
Calls
$1.81B
Puts
$2.15B
Net Calls
-$339M
Net Calls Change
+$211M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B +$2.29M +49,478 +0.1%
Primecap Management
2
Primecap Management
California
$1.11B -$44.9M -968,295 -4%
BlackRock
3
BlackRock
New York
$751M +$8.85M +190,823 +1%
State Street
4
State Street
Massachusetts
$460M +$15.5M +334,272 +3%
USGIU
5
U.S. Global Investors (USGI)
Texas
$324M -$12.6M -271,200 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$263M +$7.23M +155,874 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$244M +$43M +927,505 +20%
Newport Trust Company
8
Newport Trust Company
District of Columbia
$183M -$2.35M -50,742 -1%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$178M +$106M +2,280,361 +128%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$173M +$32.1M +691,008 +21%
PCM
11
PAR Capital Management
Massachusetts
$149M -$13.8M -298,107 -8%
Bank of America
12
Bank of America
North Carolina
$127M +$30.9M +666,738 +30%
Goldman Sachs
13
Goldman Sachs
New York
$126M -$242K -5,217 -0.2%
Jane Street
14
Jane Street
New York
$121M +$80M +1,725,459 +165%
LSV Asset Management
15
LSV Asset Management
Illinois
$121M -$3.83M -82,500 -3%
Invesco
16
Invesco
Georgia
$120M +$6.83M +147,163 +6%
Northern Trust
17
Northern Trust
Illinois
$113M +$3.49M +75,296 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$104M -$12.9M -278,440 -10%
Charles Schwab
19
Charles Schwab
California
$102M +$3.08M +66,506 +3%
Morgan Stanley
20
Morgan Stanley
New York
$95.2M +$4.1M +88,471 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$88.2M -$2.18M -47,074 -2%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$81.9M -$46.5M -1,001,752 -35%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$78.3M -$10.6M -227,711 -11%
Citigroup
24
Citigroup
New York
$70.7M +$6.62M +142,811 +10%
Citadel Advisors
25
Citadel Advisors
Florida
$61.6M +$44.1M +950,096 +208%

UAL Hedge Fund Activity: Q4 2021 in Review

540 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2021, worth a combined $8.22B — down 8.7% from $9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new UAL positions and 96 closed out — a net gain of 4 holders — while 152 added to existing stakes and 172 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $106M. The largest seller was Capital World Investors, cutting an estimated $184M.

  • 540 institutional investors held United Airlines (UAL) as of Q4 2021, down from 545 in Q3 2021.
  • Funds reported $8.22B of United Airlines stock for Q4 2021, down 8.7% quarter-over-quarter.
  • 100 funds opened new United Airlines positions in Q4 2021 and 96 closed out, a net change of +4 holders.
  • The largest United Airlines buyer in Q4 2021 was Neuberger Berman Group, an estimated $106M added.
  • The largest United Airlines seller in Q4 2021 was Capital World Investors, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2021.