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United Airlines

669 hedge funds and large institutions have $12.6B invested in United Airlines in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 198 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$762M)

5% more funds holding

Funds holding: 636669 (+33)

3.33% more ownership

Funds ownership: 75.19%78.52% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 209

35% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.87B

Holders
669
Holders Change
+33
Holders Change %
+5.19%
% of All Funds
9.66%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
113
Increased
198
Reduced
209
Closed
74
Calls
$1.21B
Puts
$1.87B
Net Calls
-$655M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$1.24M +$222K +4,419 +21%
MSU
227
Mizuho Securities USA
New York
$1.23M +$1.28M +25,352 New
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$1.23M +$6.29K +125 +0.5%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$1.22M +$20.5K +408 +2%
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$1.21M
WS
231
Wedbush Securities
California
$1.21M -$767K -15,240 -38%
KRS
232
Kentucky Retirement Systems
Kentucky
$1.21M -$6.74K -134 -0.5%
CWM
233
CIBC World Markets
New York
$1.2M +$263K +5,222 +27%
TSS
234
Two Sigma Securities
New York
$1.16M -$796K -15,819 -40%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$1.15M -$94K -1,868 -7%
Cerity Partners
236
Cerity Partners
New York
$1.14M -$74.6K -1,482 -6%
PL
237
Polianta Ltd
Jersey
$1.11M
BHCM
238
Brevan Howard Capital Management
Jersey
$1.09M -$1.86M -37,053 -62%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$1.08M -$1.44M -28,650 -56%
EF
240
Empirical Finance
Pennsylvania
$1.06M -$24.3K -482 -2%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$1.04M +$132K +2,627 +14%
CAM
242
Cresset Asset Management
Illinois
$1.04M +$62.4K +1,240 +6%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$1.02M -$8.46K -168 -0.8%
PCM
244
Penserra Capital Management
California
$1M -$198K -3,941 -16%
CM
245
Capula Management
Cayman Islands
$997K +$1.03M +20,485 New
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$989K +$2.11K +42 +0.2%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$987K +$43.9K +873 +4%
MASUI
248
MIRAE ASSET SECURITIES (USA) INC.
New York
$982K +$1.02M +20,174 New
HC
249
Hara Capital
Washington
$981K -$1.51K -30 -0.1%
CTC (Chicago Trading Company)
250
CTC (Chicago Trading Company)
Illinois
$960K -$1.89M -37,553 -66%

UAL Hedge Fund Activity: Q2 2024 in Review

669 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2024, worth a combined $12.6B — up 6.5% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new UAL positions and 74 closed out — a net gain of 39 holders — while 198 added to existing stakes and 209 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $424M. The largest seller was Millennium Management, cutting an estimated $193M.

  • 669 institutional investors held United Airlines (UAL) as of Q2 2024, up from 636 in Q1 2024.
  • Funds reported $12.6B of United Airlines stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 113 funds opened new United Airlines positions in Q2 2024 and 74 closed out, a net change of +39 holders.
  • The largest United Airlines buyer in Q2 2024 was Sanders Capital, an estimated $424M added.
  • The largest United Airlines seller in Q2 2024 was Millennium Management, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.