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United Airlines

636 hedge funds and large institutions have $11.8B invested in United Airlines in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $9.59B → $11.8B (+$2.22B)

14% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 91

4.37% more ownership

Funds ownership: 70.83%75.19% (+4.4%)

1% more funds holding

Funds holding: 629636 (+7)

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

46% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $2.01B

Holders
636
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
9.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
104
Increased
209
Reduced
197
Closed
91
Calls
$1.08B
Puts
$2.01B
Net Calls
-$930M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Carolina Wealth Advisors
South Carolina
$520K -$986 -23 -0.2%
KRSITF
302
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$36.9K -860 -7%
NB
303
Norinchukin Bank
Japan
$515K -$6.08K -142 -1%
AA
304
ALPS Advisors
Colorado
$501K +$61.7K +1,440 +16%
CD
305
Chapin Davis
Maryland
$500K +$107K +2,500 +31%
NMIMC
306
Northwestern Mutual Investment Management Company
Wisconsin
$498K +$1.11K +26 +0.3%
NI
307
NCP Inc
California
$493K +$441K +10,300 New
TCM
308
Twin Capital Management
Pennsylvania
$484K -$3.47K -81 -0.8%
RS
309
Rakuten Securities
Japan
$483K -$108K -2,530 -20%
GAA
310
Global Assets Advisory
Florida
$479K +$972K +22,681 New
CIM
311
CIM Investment Management
Pennsylvania
$478K
SFP
312
Sweet Financial Partners
Minnesota
$474K -$129 -3 -0%
CG
313
Cutler Group
California
$466K -$894K -20,862 -68%
BMCM
314
Burns Matteson Capital Management
New York
$462K -$257K -5,991 -38%
MC
315
Moors & Cabot
Massachusetts
$431K
SPA
316
Sherbrooke Park Advisers
New York
$430K -$75.2K -1,754 -16%
Squarepoint
317
Squarepoint
New York
$426K +$386 +9 +0.1%
MC
318
Maverick Capital
Texas
$422K +$378K +8,812 New
IFU
319
iSAM Funds (UK)
United Kingdom
$419K +$375K +8,758 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$418K +$51K +1,190 +16%
BTIM
321
BancFirst Trust & Investment Management
Oklahoma
$413K
AWE
322
Avidian Wealth Enterprises
Texas
$408K +$52.3K +1,220 +17%
AAS
323
Avantax Advisory Services
Texas
$400K -$123K -2,860 -26%
PS
324
Principal Securities
Iowa
$399K +$91.7K +2,140 +35%
AC
325
Armistice Capital
New York
$389K +$348K +8,126 New

UAL Hedge Fund Activity: Q1 2024 in Review

636 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2024, worth a combined $11.8B — up 23% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new UAL positions and 91 closed out — a net gain of 13 holders — while 209 added to existing stakes and 197 trimmed.

The largest buyer was Millennium Management, adding an estimated $147M. The largest seller was BlackRock, cutting an estimated $143M.

  • 636 institutional investors held United Airlines (UAL) as of Q1 2024, up from 629 in Q4 2023.
  • Funds reported $11.8B of United Airlines stock for Q1 2024, up 23% quarter-over-quarter.
  • 104 funds opened new United Airlines positions in Q1 2024 and 91 closed out, a net change of +13 holders.
  • The largest United Airlines buyer in Q1 2024 was Millennium Management, an estimated $147M added.
  • The largest United Airlines seller in Q1 2024 was BlackRock, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2024.