We are live on ! Find out more
UAL icon

United Airlines

646 hedge funds and large institutions have $12.7B invested in United Airlines in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 192 increasing their positions, 203 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

79% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $9.9B → $12.7B (+$2.82B)

7% more funds holding

Funds holding: 601646 (+45)

2.18% more ownership

Funds ownership: 68.54%70.72% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 203

54% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $2.38B

Holders
646
Holders Change
+45
Holders Change %
+7.49%
% of All Funds
10.14%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
109
Increased
192
Reduced
203
Closed
61
Calls
$1.1B
Puts
$2.38B
Net Calls
-$1.28B
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Versor Investments
New York
$1.5M +$1.29M +27,369 New
William Blair & Company
227
William Blair & Company
Illinois
$1.49M -$9.44K -200 -0.7%
TRCT
228
Tower Research Capital (TRC)
New York
$1.47M -$1.12M -23,751 -47%
SAM
229
Securian Asset Management
Minnesota
$1.46M -$17.4K -368 -1%
SCA
230
Snowden Capital Advisors
New York
$1.46M -$12.8K -272 -1%
KRS
231
Kentucky Retirement Systems
Kentucky
$1.45M +$24.6K +520 +2%
AWM
232
AE Wealth Management
Kansas
$1.4M -$1.86M -39,495 -61%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$1.4M +$9.44K +200 +0.8%
AWS
234
Atria Wealth Solutions
New York
$1.39M -$32.1K -680 -3%
SEC
235
Seven Eight Capital
New York
$1.38M +$1.19M +25,184 New
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$1.38M -$8.17K -173 -0.7%
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$1.37M -$40.7K -861 -3%
Robeco Institutional Asset Management
238
Robeco Institutional Asset Management
Netherlands
$1.36M -$5.48M -116,117 -82%
CAN
239
Cetera Advisor Networks
California
$1.33M +$32.6K +690 +3%
MFG
240
MidWestOne Financial Group
Iowa
$1.3M +$217K +4,591 +24%
AAM
241
Advisors Asset Management
Colorado
$1.3M -$473K -10,011 -30%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$1.26M -$1.86M -39,490 -63%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$1.26M -$216K -4,580 -17%
HA
244
HFG Advisors
Ohio
$1.22M +$143K +3,030 +16%
LSA
245
Leonteq Securities AG
Switzerland
$1.2M -$774K -16,394 -43%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$1.2M +$1.42K +30 +0.1%
BPA
247
Beacon Pointe Advisors
California
$1.2M +$162K +3,434 +19%
MC
248
Maverick Capital
Texas
$1.18M +$594K +12,573 +140%
LCM
249
Landscape Capital Management
New Jersey
$1.15M +$463K +9,802 +88%
PAMS
250
Pictet Asset Management (Switzerland)
Switzerland
$1.13M

UAL Hedge Fund Activity: Q2 2023 in Review

646 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2023, worth a combined $12.7B — up 28% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new UAL positions and 61 closed out — a net gain of 48 holders — while 192 added to existing stakes and 203 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $131M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 646 institutional investors held United Airlines (UAL) as of Q2 2023, up from 601 in Q1 2023.
  • Funds reported $12.7B of United Airlines stock for Q2 2023, up 28% quarter-over-quarter.
  • 109 funds opened new United Airlines positions in Q2 2023 and 61 closed out, a net change of +48 holders.
  • The largest United Airlines buyer in Q2 2023 was Citadel Advisors, an estimated $131M added.
  • The largest United Airlines seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.