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United Airlines

576 hedge funds and large institutions have $11.6B invested in United Airlines in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 199 increasing their positions, 153 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 82

36% more capital invested

Capital invested by funds: $8.56B → $11.6B (+$3.07B)

30% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 153

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 551576 (+25)

0% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.7B

4.1% less ownership

Funds ownership: 67.64%63.54% (-4.1%)

Holders
576
Holders Change
+25
Holders Change %
+4.54%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
112
Increased
199
Reduced
153
Closed
82
Calls
$1.7B
Puts
$1.7B
Net Calls
-$3.08M
Net Calls Change
+$241M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
351
Triton Wealth Management
Arizona
$255K +$207K +4,242 New
MNBTD
352
Moody National Bank Trust Division
Texas
$253K +$215K +4,394 New
SPIA
353
Steward Partners Investment Advisory
New York
$252K +$54.2K +1,110 +34%
DI
354
Diligent Investors
California
$252K +$214K +4,373 New
EW
355
Evoke Wealth
California
$247K +$88.3K +1,809 +73%
GI
356
Gradient Investments
Minnesota
$246K +$178K +3,640 +574%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$246K +$209K +4,277 New
IWP
358
Icon Wealth Partners
Texas
$244K +$207K +4,242 New
AFP
359
Ausdal Financial Partners
Iowa
$240K +$203K +4,165 New
CFGS
360
Concourse Financial Group Securities
Alabama
$237K +$75.6K +1,548 +60%
GCM
361
Gables Capital Management
Florida
$236K
RFG
362
Range Financial Group
Oregon
$236K +$200K +4,101 New
HS
363
Horan Securities
United States
$234K
MIFH
364
Migdal Insurance & Financial Holdings
Israel
$233K +$47.5K +972 +32%
V
365
Veritable
Delaware
$230K +$195K +3,991 New
SWA
366
Sax Wealth Advisors
New Jersey
$230K +$195K +3,993 New
ASA
367
Armstrong Shaw Associates
Connecticut
$230K +$195K +4,000 New
RCM
368
Requisite Capital Management
Texas
$230K +$195K +4,000 New
TWM
369
Tradition Wealth Management
Minnesota
$228K +$79.6K +1,630 +70%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$219K
GWM
371
Geneos Wealth Management
Colorado
$217K -$14.4K -295 -7%
WorldQuant Millennium Advisors
372
WorldQuant Millennium Advisors
New York
$216K +$183K +3,746 New
AWM
373
Act Wealth Management
Texas
$216K +$184K +3,761 New
LIA
374
LS Investment Advisors
Michigan
$215K -$90.6K -1,856 -33%
TLP
375
Trinity Legacy Partners
Texas
$213K +$186K +3,819 New