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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
LIA
401
LBMC Investment Advisors
Tennessee
$244K -$20.9K -443 -9%
DTL
402
Dynamic Technology Lab
Singapore
$243K +$209K +4,420 New
VFA
403
Valeo Financial Advisors
Indiana
$243K +$209K +4,426 New
IA
404
IFP Advisors
Florida
$242K -$79.5K -1,683 -28%
AF
405
Affiance Financial
Minnesota
$240K +$207K +4,375 New
Fisher Asset Management
406
Fisher Asset Management
Washington
$240K +$206K +4,371 New
Bessemer Group
407
Bessemer Group
New Jersey
$238K +$79.9K +1,693 +64%
FMAEN1
408
Fund Management at Engine No 1
California
$234K +$202K +4,270 New
BSW
409
Buckingham Strategic Wealth
Missouri
$231K -$382K -8,092 -66%
MCCA
410
Mill Creek Capital Advisors
Pennsylvania
$231K +$198K +4,203 New
EGA
411
E&G Advisors
Texas
$230K +$198K +4,200 New
AIP
412
Ameritas Investment Partners
Nebraska
$229K
EST
413
EA Series Trust
Pennsylvania
$225K +$194K +4,108 New
EF
414
Empowered Funds
Pennsylvania
$225K +$194K +4,108 New
DA
415
Doliver Advisors
Texas
$225K +$194K +4,102 New
SBIA
416
Sheaff Brock Investment Advisors
Indiana
$222K +$191K +4,050 New
ASA
417
Armstrong Shaw Associates
Connecticut
$219K +$189K +4,000 New
KCM
418
KLK Capital Management
California
$219K +$189K +4,000 New
DADC
419
D.A. Davidson & Co
Montana
$219K +$189K +3,999 New
CF
420
Centaurus Financial
California
$219K +$58K +1,228 +44%
LOIM
421
Liberty One Investment Management
Illinois
$219K -$34.5K -731 -16%
SPIA
422
Steward Partners Investment Advisory
New York
$219K -$21.5K -455 -10%
EWA
423
EP Wealth Advisors
California
$219K +$2.28M +48,297 New
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$212K +$183K +3,872 New
OTL
425
Oak Thistle LLC
New York
$212K +$183K +3,867 New

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.