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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
TI
251
Trexquant Investment
Connecticut
$1.01M +$1.2M +23,773 New
CM
252
Capula Management
Cayman Islands
$1M +$1.2M +23,720 New
SAM
253
Securian Asset Management
Minnesota
$993K -$161K -3,178 -12%
Simplex Trading
254
Simplex Trading
Illinois
$989K +$1.08M +21,403 +1,070%
Mariner
255
Mariner
Kansas
$984K +$176K +3,487 +18%
SCA
256
Snowden Capital Advisors
New York
$982K -$168K -3,319 -13%
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$978K -$4.3K -85 -0.4%
BAMF
258
BI Asset Management Fondsmaeglerselskab
Denmark
$975K +$1.16M +23,038 New
CIC
259
Cornercap Investment Counsel
Georgia
$964K +$111K +2,199 +11%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$955K +$1.14M +22,574 New
QCM
261
Quantinno Capital Management
New York
$946K +$399K +7,889 +54%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$945K -$32.3K -638 -3%
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$940K -$146K -2,891 -12%
William Blair & Company
264
William Blair & Company
Illinois
$938K -$253K -5,009 -18%
BPA
265
Beacon Pointe Advisors
California
$935K +$13.5K +267 +1%
GS
266
GTS Securities
New York
$928K +$1.11M +21,930 New
Capstone Investment Advisors
267
Capstone Investment Advisors
New York
$908K +$1.04M +20,564 +2,290%
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$903K -$26.8K -530 -2%
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$897K -$6.18M -122,210 -85%
Wolverine Trading
270
Wolverine Trading
Illinois
$890K -$2.47M -48,769 -70%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$863K +$610K +12,070 +145%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$859K
DekaBank Deutsche Girozentrale
273
DekaBank Deutsche Girozentrale
Germany
$855K
PL
274
Polianta Ltd
Jersey
$824K +$986K +19,500 New
SAM
275
Silvercrest Asset Management
New York
$775K +$926K +18,310 New

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.