We are live on ! Find out more
UAL icon

United Airlines
UAL

601 hedge funds and large institutions have $9.9B invested in United Airlines in 2023 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 181 increasing their positions, 201 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

26% more capital invested

Capital invested by funds: $7.88B → $9.9B (+$2.02B)

5% more funds holding

Funds holding: 575 → 601 (+26)

4.16% more ownership

Funds ownership: 64.38% → 68.54% (+4.2%)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 201

54% less call options, than puts

Call options by funds: $872M | Put options by funds: $1.9B

Holders
601
Holders Change
+26
Holders Change %
+4.52%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
108
Increased
181
Reduced
201
Closed
70
Calls
$872M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$428M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$572M
2
Capital International Investors
Capital International Investors
California
+$402M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
4
GC
GMT Capital
Georgia
+$106M
5
Marshall Wace
Marshall Wace
United Kingdom
+$80.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$221M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$176M
3
Millennium Management
Millennium Management
New York
-$126M
4
Man Group
Man Group
United Kingdom
-$74.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$71.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
351
Commerce Bank
Missouri
$278K -$65.3K -1,363 -18%
SAF
352
Smith Anglin Financial
Texas
$275K +$3.07K +64 +1%
AF
353
Allworth Financial
California
$269K +$159K +3,328 +121%
MCC
354
Money Concepts Capital
Florida
$265K -$203K -4,242 -41%
HC
355
Hourglass Capital
Texas
$263K – – –
RFG
356
Range Financial Group
Oregon
$261K +$282K +5,891 New
HBT
357
Heartland Bank & Trust
Illinois
$258K +$280K +5,834 New
PA
358
Pinnacle Associates
New York
$256K +$2.4K +50 +0.9%
FTDI
359
First Trust Direct Indexing
Massachusetts
$249K +$270K +5,633 New
IC
360
IEQ Capital
California
$247K +$267K +5,571 New
SPC
361
Sigma Planning Corp
Michigan
$243K +$263K +5,496 New
GFA
362
Gallagher Fiduciary Advisors
Illinois
$237K +$256K +5,350 New
AIA
363
Affinity Investment Advisors
California
$235K – – –
FG
364
Foster Group
Iowa
$232K +$251K +5,238 New
ESCM
365
Echo Street Capital Management
New York
$231K -$831K -17,344 -77%
SFI
366
Siemens Fonds Invest
Germany
$229K +$248K +5,177 New
DFCM
367
Dark Forest Capital Management
Puerto Rico
$229K +$248K +5,171 New
SAI
368
Systematic Alpha Investments
New Jersey
$223K +$242K +5,047 New
Fayez Sarofim & Co
369
Fayez Sarofim & Co
Texas
$223K +$241K +5,037 New
HWA
370
HCR Wealth Advisors
California
$221K +$240K +5,000 New
SAM
371
SP Asset Management
California
$221K +$240K +5,000 New
BAM
372
Belpointe Asset Management
Nevada
$221K +$88.9K +1,856 +59%
CCM
373
Coldstream Capital Management
Washington
$220K +$238K +4,968 New
BRWA
374
B. Riley Wealth Advisors
Florida
$220K -$48K -1,002 -17%
HI
375
Harbour Investments
Wisconsin
$220K -$1.58K -33 -0.7%
13 14
15
16 17

UAL Hedge Fund Activity: Q1 2023 in Review

601 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2023, worth a combined $9.9B — up 26% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UAL positions and 70 closed out — a net gain of 38 holders — while 181 added to existing stakes and 201 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $572M. The largest seller was Renaissance Technologies, cutting an estimated $221M.

  • 601 institutional investors held United Airlines (UAL) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $9.9B of United Airlines stock for Q1 2023, up 26% quarter-over-quarter.
  • 108 funds opened new United Airlines positions in Q1 2023 and 70 closed out, a net change of +38 holders.
  • The largest United Airlines buyer in Q1 2023 was Capital World Investors, an estimated $572M added.
  • The largest United Airlines seller in Q1 2023 was Renaissance Technologies, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2023.