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United Airlines

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: 47 (+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: 575601 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CD
376
Chapin Davis
Maryland
$219K -$95.8K -2,000 -29%
AG
377
Algert Global
California
$218K +$236K +4,920 New
MFS
378
Mirabella Financial Services
United Kingdom
$218K -$635K -13,245 -73%
LIA
379
LBMC Investment Advisors
Tennessee
$217K +$234K +4,893 New
CWA
380
Capital Wealth Alliance
Arizona
$215K +$233K +4,867 New
CMBA
381
C.M. Bidwell & Associates
Hawaii
$215K -$12.9K -270 -5%
MGP
382
Metis Global Partners
California
$214K +$232K +4,842 New
S
383
SignatureFD
Georgia
$213K +$63.2K +1,318 +38%
PCS
384
Personal CFO Solutions
New Jersey
$210K -$26.7K -558 -11%
LOIM
385
Liberty One Investment Management
Illinois
$209K -$14.5K -303 -6%
ZIM
386
Zacks Investment Management
Illinois
$208K +$226K +4,707 New
DS
387
DRW Securities
Illinois
$208K +$225K +4,699 New
CGL
388
Clarius Group LLC
Washington
$207K +$224K +4,681 New
IAA
389
Independent Advisor Alliance
North Carolina
$206K +$223K +4,648 New
PFO
390
Pathstone Family Office
New Jersey
$202K -$168K -3,508 -44%
RJT
391
Raymond James Trust
Florida
$201K +$218K +4,552 New
SPIA
392
Steward Partners Investment Advisory
New York
$196K -$8.53K -178 -4%
AIP
393
Ameritas Investment Partners
Nebraska
$184K
Nomura Asset Management
394
Nomura Asset Management
Japan
$184K -$31.1K -650 -14%
LFG
395
Larson Financial Group
Missouri
$171K +$86.2K +1,798 +87%
GWM
396
Geneos Wealth Management
Colorado
$162K -$39.1K -816 -18%
EWA
397
EverSource Wealth Advisors
Alabama
$154K +$40K +835 +32%
SAM
398
Sandbar Asset Management
United Kingdom
$150K +$162K +3,386 New
WT
399
Whittier Trust
California
$145K +$156K +3,253 +16,265%
IGWM
400
ICA Group Wealth Management
Colorado
$141K -$3.45K -72 -2%