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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
PAS
276
Park Avenue Securities
New York
$856K +$10.4K +220 +1%
LI
277
Latash Investments
Alaska
$835K
M&T Bank
278
M&T Bank
New York
$823K +$11.4K +241 +2%
CGH
279
Crossmark Global Holdings
Texas
$820K -$16.6K -352 -2%
QCM
280
Quantinno Capital Management
New York
$795K +$91.9K +1,946 +16%
1WA
281
180 Wealth Advisors
Washington
$790K +$677K +14,347 New
API
282
Advisor Partners II
California
$790K +$45.8K +969 +7%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$784K -$15.6K -330 -2%
IAN
284
Integrated Advisors Network
Texas
$776K +$668K +14,150 New
SM
285
Sciencast Management
New Jersey
$772K +$97.4K +2,062 +17%
PF
286
Phoenix Financial
Israel
$756K +$651K +13,778 New
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$752K +$21.1K +447 +3%
UFF
288
USA Financial Formulas
Michigan
$747K -$118K -2,499 -16%
LP
289
LMR Partners
United Kingdom
$720K +$143K +3,021 +30%
Verition Fund Management
290
Verition Fund Management
Connecticut
$719K -$2.51M -53,251 -80%
BMCM
291
Burns Matteson Capital Management
New York
$714K +$614K +13,005 New
NA
292
NewEdge Advisors
Louisiana
$713K -$4.86K -103 -0.8%
Cerity Partners
293
Cerity Partners
New York
$711K -$41K -869 -6%
PFMU
294
Privium Fund Management (UK)
United Kingdom
$699K +$614K +13,006 New
Lazard Asset Management
295
Lazard Asset Management
New York
$694K -$3.4K -72 -0.6%
IWC
296
Integrated Wealth Concepts
Massachusetts
$689K -$630K -13,337 -51%
AW
297
Avion Wealth
Texas
$672K +$45.9K +972 +9%
Nomura Holdings
298
Nomura Holdings
Japan
$670K -$154K -3,272 -21%
SCA
299
Sassicaia Capital Advisers
New York
$669K +$576K +12,200 New
IWM
300
IHT Wealth Management
Illinois
$659K +$216K +4,564 +61%

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.