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United Airlines

621 hedge funds and large institutions have $9.81B invested in United Airlines in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 70.72%70.32% (-0.4%)

4% less funds holding

Funds holding: 646621 (-25)

10% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 212

19% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 93

23% less capital invested

Capital invested by funds: $12.7B → $9.81B (-$2.91B)

60% less call options, than puts

Call options by funds: $733M | Put options by funds: $1.81B

71% less funds holding in top 10

Funds holding in top 10: 144 (-10)

Holders
621
Holders Change
-25
Holders Change %
-3.87%
% of All Funds
9.86%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
75
Increased
190
Reduced
212
Closed
93
Calls
$733M
Puts
$1.81B
Net Calls
-$1.08B
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
226
Echo Street Capital Management
New York
$1.34M +$1.23M +24,267 +331%
MML Investors Services
227
MML Investors Services
Massachusetts
$1.31M +$82.1K +1,623 +6%
AC
228
Apella Capital
Connecticut
$1.3M
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.29M +$1.54M +30,388 New
CG
230
Cutler Group
California
$1.27M +$633K +12,522 +71%
TG
231
TCW Group
California
$1.27M -$1.62M -32,049 -52%
MFG
232
MidWestOne Financial Group
Iowa
$1.26M +$309K +6,116 +26%
KAS
233
Kestra Advisory Services
Texas
$1.26M +$43.8K +866 +3%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$1.26M +$29.9K +591 +2%
NICM
235
Neo Ivy Capital Management
New York
$1.2M +$1.44M +28,472 New
KRS
236
Kentucky Retirement Systems
Kentucky
$1.19M +$93.8K +1,856 +7%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$1.18M -$1.02M -20,268 -42%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M -$141K -2,781 -9%
VPIM
239
Vanguard Personalized Indexing Management
California
$1.15M -$32.6K -644 -2%
NA
240
NewEdge Advisors
Louisiana
$1.13M +$699K +13,829 +106%
BCM
241
Bayesian Capital Management
New York
$1.12M +$1.34M +26,500 New
AC
242
AXQ Capital
New Jersey
$1.1M +$1.31M +26,000 New
BAM
243
Blueshift Asset Management
New Jersey
$1.08M -$2.03M -40,231 -61%
OPERF
244
Oregon Public Employees Retirement Fund
Oregon
$1.07M -$10.1K -200 -0.8%
AWS
245
Atria Wealth Solutions
New York
$1.06M -$13.6K -268 -1%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$1.06M -$5.91M -116,879 -82%
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$1.05M
AWM
248
AE Wealth Management
Kansas
$1.04M -$50.1K -990 -4%
Assenagon Asset Management
249
Assenagon Asset Management
Luxembourg
$1.04M +$400K +7,916 +48%
AAM
250
Advisors Asset Management
Colorado
$1.01M +$3.03K +60 +0.3%

UAL Hedge Fund Activity: Q3 2023 in Review

621 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2023, worth a combined $9.81B — down 23% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UAL and 75 opened new positions — a net loss of 18 holders — while 212 trimmed existing stakes and 190 added.

The largest buyer was Balyasny Asset Management, adding an estimated $107M. The largest seller was Citadel Advisors, cutting an estimated $156M.

  • 621 institutional investors held United Airlines (UAL) as of Q3 2023, down from 646 in Q2 2023.
  • Funds reported $9.81B of United Airlines stock for Q3 2023, down 23% quarter-over-quarter.
  • 75 funds opened new United Airlines positions in Q3 2023 and 93 closed out, a net change of -18 holders.
  • The largest United Airlines buyer in Q3 2023 was Balyasny Asset Management, an estimated $107M added.
  • The largest United Airlines seller in Q3 2023 was Citadel Advisors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.