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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
CCM
376
CAAS Capital Management
New York
$250K +$298K +5,900 New
GT
377
Greenleaf Trust
Michigan
$247K +$657 +13 +0.2%
IFG
378
Independent Financial Group
California
$246K +$12.6K +250 +4%
BL
379
Balentine LLC
Georgia
$246K -$29K -574 -9%
AA
380
AlphaCentric Advisors
Puerto Rico
$245K -$42.9K -848 -13%
SFS
381
Solitude Financial Services
Virginia
$243K +$39.1K +773 +16%
AF
382
Allworth Financial
California
$240K -$4.75K -94 -2%
1IA
383
1834 Investment Advisors
Wisconsin
$236K +$282K +5,580 New
CCMT
384
CMT Capital Markets Trading
Germany
$233K +$278K +5,500 New
BRWA
385
B. Riley Wealth Advisors
Florida
$221K -$42.1K -832 -14%
FG
386
Foster Group
Iowa
$217K
OMC
387
Old Mission Capital
Illinois
$216K +$258K +5,107 New
MWPCG
388
Measured Wealth Private Client Group
New Hampshire
$216K +$258K +5,100 New
CCM
389
Coldstream Capital Management
Washington
$214K +$2.02K +40 +0.8%
SAI
390
Systematic Alpha Investments
New Jersey
$213K
Fayez Sarofim & Co
391
Fayez Sarofim & Co
Texas
$213K -$35.4K -700 -12%
HBT
392
Heartland Bank & Trust
Illinois
$212K +$4.85K +96 +2%
HWA
393
HCR Wealth Advisors
California
$212K
SAM
394
SP Asset Management
California
$212K
SWM
395
Spire Wealth Management
Virginia
$210K -$53.1K -1,051 -17%
HI
396
Horizon Investments
North Carolina
$208K -$961 -19 -0.4%
FTDI
397
First Trust Direct Indexing
Massachusetts
$205K -$32.7K -646 -12%
WPC
398
Wedmont Private Capital
Pennsylvania
$204K -$34.9K -691 -12%
FRM
399
Fox Run Management
Connecticut
$203K -$232K -4,593 -49%
EWA
400
EP Wealth Advisors
California
$200K -$2.2M -43,559 -90%

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.