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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
UFF
301
USA Financial Formulas
Michigan
$576K
JF
302
Jump Financial
Illinois
$575K -$10.7M -211,415 -94%
MLICM
303
Metropolitan Life Insurance Company (MetLife)
New York
$574K -$36.6K -723 -5%
API
304
Advisor Partners II
California
$573K -$42.8K -846 -6%
PFO
305
Pathstone Family Office
New Jersey
$573K +$366K +7,235 +133%
LP
306
LMR Partners
United Kingdom
$555K
XT
307
XTX Topco
Cayman Islands
$549K +$656K +12,980 New
VEA
308
Virtus ETF Advisers
New York
$548K +$656K +12,966 New
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$545K -$1.48M -29,263 -69%
SW
310
SteelPeak Wealth
California
$544K +$650K +12,861 New
LCM
311
Landscape Capital Management
New Jersey
$542K -$409K -8,089 -39%
IWC
312
Integrated Wealth Concepts
Massachusetts
$542K +$12.1K +239 +2%
Lazard Asset Management
313
Lazard Asset Management
New York
$538K +$2.78K +55 +0.4%
KRSITF
314
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$533K +$41.9K +829 +7%
AW
315
Avion Wealth
Texas
$519K +$51 +1 +0%
NB
316
Norinchukin Bank
Japan
$477K -$265K -5,245 -32%
CB
317
Commerce Bank
Missouri
$472K -$11.6K -229 -2%
CWA
318
Carolina Wealth Advisors
South Carolina
$468K +$560K +11,067 New
EF
319
Empirical Finance
Pennsylvania
$459K +$64.5K +1,276 +13%
TCM
320
Twin Capital Management
Pennsylvania
$454K -$62.9K -1,244 -10%
XF
321
XML Financial
Maryland
$454K -$16.1K -318 -3%
HT
322
HAP Trading
New York
$448K +$535K +10,589 New
NMIMC
323
Northwestern Mutual Investment Management Company
Wisconsin
$438K +$253 +5 +0%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$432K -$41K -811 -7%
AAS
325
Avantax Advisory Services
Texas
$424K -$16.5K -327 -3%

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.