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United Airlines
UAL

Overview Fund Activity

597 hedge funds and large institutions have $9.9B invested in United Airlines in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+26
Holders Change %
+4.55%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
107
Increased
180
Reduced
200
Closed
69
Calls
$872M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$428M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$528M
2
Capital International Investors
Capital International Investors
California
+$371M
3
GC
GMT Capital
Georgia
+$98M
4
Marshall Wace
Marshall Wace
United Kingdom
+$74.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$204M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$163M
3
Millennium Management
Millennium Management
New York
-$117M
4
Two Sigma Investments
Two Sigma Investments
New York
-$65.8M
5
Man Group
Man Group
United Kingdom
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$269K +$147K +3,328 +121%
MCC
352
Money Concepts Capital
Florida
$265K -$188K -4,242 -41%
HC
353
Hourglass Capital
Texas
$263K – – –
RFG
354
Range Financial Group
Oregon
$261K +$261K +5,891 New
HBT
355
Heartland Bank & Trust
Illinois
$258K +$258K +5,834 New
PA
356
Pinnacle Associates
New York
$256K +$2.21K +50 +0.9%
FTDI
357
First Trust Direct Indexing
Massachusetts
$249K +$249K +5,633 New
IC
358
IEQ Capital
California
$247K +$247K +5,571 New
SPC
359
Sigma Planning Corp
Michigan
$243K +$243K +5,496 New
GFA
360
Gallagher Fiduciary Advisors
Illinois
$237K +$237K +5,350 New
AIA
361
Affinity Investment Advisors
California
$235K – – –
FG
362
Foster Group
Iowa
$232K +$232K +5,238 New
ESCM
363
Echo Street Capital Management
New York
$231K -$767K -17,344 -77%
SFI
364
Siemens Fonds Invest
Germany
$229K +$229K +5,177 New
DFCM
365
Dark Forest Capital Management
Puerto Rico
$229K +$229K +5,171 New
SAI
366
Systematic Alpha Investments
New Jersey
$223K +$223K +5,047 New
Fayez Sarofim & Co
367
Fayez Sarofim & Co
Texas
$223K +$223K +5,037 New
HWA
368
HCR Wealth Advisors
California
$221K +$221K +5,000 New
SAM
369
SP Asset Management
California
$221K +$221K +5,000 New
BAM
370
Belpointe Asset Management
Nevada
$221K +$82.1K +1,856 +59%
CCM
371
Coldstream Capital Management
Washington
$220K +$220K +4,968 New
BRWA
372
B. Riley Wealth Advisors
Florida
$220K -$44.3K -1,002 -17%
HI
373
Harbour Investments
Wisconsin
$220K -$1.46K -33 -0.7%
CD
374
Chapin Davis
Maryland
$219K -$88.5K -2,000 -29%
AG
375
Algert Global
California
$218K +$218K +4,920 New
13 14
15
16 17