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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
WAM
326
Weinberger Asset Management
California
$508K +$378 +8 +0.1%
NAM
327
NorthCrest Asset Manangement
Minnesota
$495K
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$457K +$393K +8,326 New
WIS
329
Wright Investors Service
Connecticut
$449K -$25.2K -533 -6%
CA
330
Cetera Advisors
Colorado
$441K -$96.6K -2,046 -20%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$436K +$67.3K +1,426 +22%
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$434K -$24.6K -522 -6%
NRD
333
Nebula Research & Development
New York
$431K +$371K +7,864 New
HCA
334
Harbor Capital Advisors
Illinois
$424K
SG Americas Securities
335
SG Americas Securities
New York
$417K -$1.49M -31,546 -81%
BS
336
Banco Santander
Spain
$414K +$356K +7,548 New
LC
337
Lindbrook Capital
California
$414K +$1.98K +42 +0.6%
MNBTD
338
Moody National Bank Trust Division
Texas
$407K
JCIA
339
Jackson Creek Investment Advisors
Colorado
$404K +$348K +7,362 New
ESCM
340
Echo Street Capital Management
New York
$402K +$99.7K +2,111 +40%
PA
341
Pinnacle Associates
New York
$395K +$65.9K +1,395 +24%
GT
342
Glenmede Trust
Pennsylvania
$389K
OC
343
Oppenheimer & Co
New York
$382K -$288K -6,092 -47%
ZIMP
344
Zimmermann Investment Management & Planning
Pennsylvania
$380K -$31.4K -665 -9%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$377K +$25.1K +531 +8%
AA
346
AlphaCentric Advisors
Puerto Rico
$365K +$208K +4,402 +196%
OC
347
Oarsman Capital
Wisconsin
$363K +$312K +6,612 New
AWE
348
Avidian Wealth Enterprises
Texas
$357K
CLOS
349
Compagnie Lombard Odier SCmA
Switzerland
$354K
PFO
350
Pathstone Family Office
New Jersey
$352K +$49.4K +1,046 +24%

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.