We are live on ! Find out more
UAL icon

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
TCM
301
Twin Capital Management
Pennsylvania
$657K -$4.67K -99 -0.8%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$652K -$205K -4,340 -27%
KRSITF
303
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$646K +$6.61K +140 +1%
US Bancorp
304
US Bancorp
Minnesota
$626K -$1.78M -37,766 -77%
CB
305
Commerce Bank
Missouri
$624K +$241K +5,105 +81%
XF
306
XML Financial
Maryland
$606K -$2.03K -43 -0.4%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$605K -$14.6K -310 -3%
WAM
308
Wolverine Asset Management
Illinois
$591K
BFG
309
Bleakley Financial Group
New Jersey
$587K +$76.7K +1,625 +18%
SS
310
Simplicity Solutions
Minnesota
$585K -$234K -4,966 -32%
SA
311
Strategic Advisors
New York
$576K -$189K -4,000 -28%
AAS
312
Avantax Advisory Services
Texas
$568K -$944 -20 -0.2%
IFU
313
iSAM Funds (UK)
United Kingdom
$568K +$489K +10,352 New
NMIMC
314
Northwestern Mutual Investment Management Company
Wisconsin
$568K +$3.31K +70 +0.7%
CIM
315
CIM Investment Management
Pennsylvania
$561K +$1.18K +25 +0.2%
WG
316
Winton Group
United Kingdom
$551K -$1.33M -28,120 -74%
BSG
317
Black Swift Group
Colorado
$549K +$472K +10,000 New
SFP
318
Sweet Financial Partners
Minnesota
$544K +$16.6K +352 +4%
MAS
319
Meeder Advisory Services
Ohio
$540K -$33.4K -708 -7%
MC
320
Moors & Cabot
Massachusetts
$538K
EP
321
Edgestream Partners
New Jersey
$536K -$10.7K -226 -2%
EF
322
Empirical Finance
Pennsylvania
$525K +$52K +1,101 +13%
AR
323
Advisory Research
Illinois
$517K +$99.1K +2,099 +29%
FRM
324
Fox Run Management
Connecticut
$515K -$9.4K -199 -2%
Lido Advisors
325
Lido Advisors
California
$509K -$55.2K -1,169 -11%

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.