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United Airlines

646 hedge funds and large institutions have $12.7B invested in United Airlines in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 192 increasing their positions, 203 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

79% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $9.9B → $12.7B (+$2.82B)

7% more funds holding

Funds holding: 601646 (+45)

2.18% more ownership

Funds ownership: 68.54%70.72% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 203

54% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $2.38B

Holders
646
Holders Change
+45
Holders Change %
+7.49%
% of All Funds
10.14%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
109
Increased
192
Reduced
203
Closed
61
Calls
$1.1B
Puts
$2.38B
Net Calls
-$1.28B
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
376
Occudo Quantitative Strategies
Florida
$275K +$237K +5,015 New
HWA
377
HCR Wealth Advisors
California
$274K
SAM
378
SP Asset Management
California
$274K
SFM
379
Spartan Fund Management
Canada
$274K +$472 +10 +0.4%
MFG
380
Merit Financial Group
Georgia
$273K +$235K +4,982 New
IC
381
IEQ Capital
California
$273K -$28.2K -597 -11%
SFS
382
Solitude Financial Services
Virginia
$273K +$235K +4,971 New
DAS
383
Dynamic Advisor Solutions
Arizona
$272K +$234K +4,953 New
CD
384
Chapin Davis
Maryland
$272K
HI
385
Horizon Investments
North Carolina
$270K -$80.5K -1,705 -26%
HBT
386
Heartland Bank & Trust
Illinois
$270K -$43K -911 -16%
UCFA
387
United Capital Financial Advisors
Texas
$266K -$115K -2,445 -34%
CMBA
388
C.M. Bidwell & Associates
Hawaii
$265K -$1.89K -40 -0.8%
HI
389
Harbour Investments
Wisconsin
$264K -$7.55K -160 -3%
IAA
390
Independent Advisor Alliance
North Carolina
$263K +$7.08K +150 +3%
PCS
391
Personal CFO Solutions
New Jersey
$263K +$2.13K +45 +0.9%
AIA
392
Affinity Investment Advisors
California
$262K -$26K -550 -10%
ZIM
393
Zacks Investment Management
Illinois
$258K
CWA
394
Capital Wealth Alliance
Arizona
$257K -$8.88K -188 -4%
CGL
395
Clarius Group LLC
Washington
$253K -$3.35K -71 -2%
SPC
396
Sigma Planning Corp
Michigan
$248K -$46.1K -977 -18%
ACI
397
Alpha Cubed Investments
California
$247K +$213K +4,510 New
EDRIA
398
Edmonds Duncan Registered Investment Advisors
Kansas
$247K +$213K +4,509 New
Edgewood Management
399
Edgewood Management
Connecticut
$247K +$212K +4,500 New
GWM
400
Geneos Wealth Management
Colorado
$245K +$38.5K +816 +22%

UAL Hedge Fund Activity: Q2 2023 in Review

646 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2023, worth a combined $12.7B — up 28% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new UAL positions and 61 closed out — a net gain of 48 holders — while 192 added to existing stakes and 203 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $131M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 646 institutional investors held United Airlines (UAL) as of Q2 2023, up from 601 in Q1 2023.
  • Funds reported $12.7B of United Airlines stock for Q2 2023, up 28% quarter-over-quarter.
  • 109 funds opened new United Airlines positions in Q2 2023 and 61 closed out, a net change of +48 holders.
  • The largest United Airlines buyer in Q2 2023 was Citadel Advisors, an estimated $131M added.
  • The largest United Airlines seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.