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United Airlines

621 hedge funds and large institutions have $9.81B invested in United Airlines in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 70.72%70.32% (-0.4%)

4% less funds holding

Funds holding: 646621 (-25)

10% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 212

19% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 93

23% less capital invested

Capital invested by funds: $12.7B → $9.81B (-$2.91B)

60% less call options, than puts

Call options by funds: $733M | Put options by funds: $1.81B

71% less funds holding in top 10

Funds holding in top 10: 144 (-10)

Holders
621
Holders Change
-25
Holders Change %
-3.87%
% of All Funds
9.86%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
75
Increased
190
Reduced
212
Closed
93
Calls
$733M
Puts
$1.81B
Net Calls
-$1.08B
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
351
Peapack-Gladstone Financial Corp
New Jersey
$326K -$9.35K -185 -2%
MAS
352
Meeder Advisory Services
Ohio
$320K -$116K -2,285 -23%
BS
353
Banco Santander
Spain
$319K
MNBTD
354
Moody National Bank Trust Division
Texas
$318K +$4.55K +90 +1%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$311K +$372K +7,358 New
IC
356
IEQ Capital
California
$310K +$120K +2,365 +48%
JCIA
357
Jackson Creek Investment Advisors
Colorado
$307K -$4.8K -95 -1%
CD
358
Chapin Davis
Maryland
$302K +$111K +2,200 +44%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$300K +$11.5K +227 +3%
CA
360
Cetera Advisors
Colorado
$297K -$51.1K -1,010 -13%
AG
361
Algert Global
California
$288K +$82.1K +1,624 +31%
MGP
362
Metis Global Partners
California
$282K +$78.1K +1,545 +30%
AWE
363
Avidian Wealth Enterprises
Texas
$280K +$5.06K +100 +2%
CLOS
364
Compagnie Lombard Odier SCmA
Switzerland
$273K
Royal London Asset Management
365
Royal London Asset Management
United Kingdom
$272K +$290K +5,726 +818%
LG
366
Leuthold Group
Minnesota
$269K -$708 -14 -0.2%
SC
367
Savant Capital
Illinois
$265K -$6.37K -126 -2%
SAF
368
Smith Anglin Financial
Texas
$263K +$101 +2 +0%
Point72 Asset Management
369
Point72 Asset Management
Connecticut
$262K +$46.6K +921 +17%
IAA
370
Independent Advisor Alliance
North Carolina
$261K +$69.7K +1,378 +29%
WAM
371
Watershed Asset Management
California
$261K +$35.7K +707 +13%
AIM
372
Aigen Investment Management
New York
$257K -$4.98M -98,415 -94%
CL
373
CSS LLC
Illinois
$254K +$303K +6,000 New
PA
374
Pinnacle Associates
New York
$253K -$60.7K -1,200 -17%
HC
375
Hourglass Capital
Texas
$252K

UAL Hedge Fund Activity: Q3 2023 in Review

621 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2023, worth a combined $9.81B — down 23% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UAL and 75 opened new positions — a net loss of 18 holders — while 212 trimmed existing stakes and 190 added.

The largest buyer was Balyasny Asset Management, adding an estimated $107M. The largest seller was Citadel Advisors, cutting an estimated $156M.

  • 621 institutional investors held United Airlines (UAL) as of Q3 2023, down from 646 in Q2 2023.
  • Funds reported $9.81B of United Airlines stock for Q3 2023, down 23% quarter-over-quarter.
  • 75 funds opened new United Airlines positions in Q3 2023 and 93 closed out, a net change of -18 holders.
  • The largest United Airlines buyer in Q3 2023 was Balyasny Asset Management, an estimated $107M added.
  • The largest United Airlines seller in Q3 2023 was Citadel Advisors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.