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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
CWM
276
CIBC World Markets
New York
$766K -$1.03M -20,342 -53%
URS
277
Utah Retirement Systems
Utah
$753K +$5.06K +100 +0.6%
MA
278
MCF Advisors
Kentucky
$753K
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$723K +$60.7K +1,200 +8%
CAM
280
Cresset Asset Management
Illinois
$708K +$29.4K +582 +4%
Neuberger Berman Group
281
Neuberger Berman Group
New York
$702K -$4.35K -86 -0.5%
SWP
282
Stratos Wealth Partners
Ohio
$698K -$71.1K -1,407 -8%
TIM
283
Total Investment Management
Arizona
$693K -$32.7K -646 -4%
ASN
284
Advisory Services Network
Georgia
$684K +$817K +16,165 New
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$683K +$816K +16,141 New
RFG
286
Range Financial Group
Oregon
$665K -$213K -4,209 -21%
HF
287
HRT Financial
New York
$656K -$4.25M -84,137 -84%
FGAM
288
Financial Gravity Asset Management
Texas
$651K +$1.52K +30 New
LI
289
Latash Investments
Alaska
$644K
PAS
290
Park Avenue Securities
New York
$643K -$19.7K -389 -2%
SIS
291
Strategic Investment Solutions
Illinois
$637K +$627K +12,400 +6,200%
IAN
292
Integrated Advisors Network
Texas
$620K +$26.1K +516 +4%
US Bancorp
293
US Bancorp
Minnesota
$617K +$161K +3,192 +28%
M&T Bank
294
M&T Bank
New York
$612K -$27.6K -545 -4%
CGH
295
Crossmark Global Holdings
Texas
$609K -$2.93K -58 -0.4%
IGAM
296
iA Global Asset Management
Quebec, Canada
$603K -$205K -4,059 -22%
TI
297
Tidal Investments
Wisconsin
$600K -$3.23M -63,876 -82%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$588K +$10.1K +199 +1%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$584K +$97K +1,919 +16%
1WA
300
180 Wealth Advisors
Washington
$579K -$33.1K -654 -5%

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.