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United Airlines

636 hedge funds and large institutions have $11.8B invested in United Airlines in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $9.59B → $11.8B (+$2.22B)

14% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 91

4.37% more ownership

Funds ownership: 70.83%75.19% (+4.4%)

1% more funds holding

Funds holding: 629636 (+7)

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

46% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $2.01B

Holders
636
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
9.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
104
Increased
209
Reduced
197
Closed
91
Calls
$1.08B
Puts
$2.01B
Net Calls
-$930M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
CMTU
401
Capital Markets Trading (UK)
United Kingdom
$224K +$200K +4,677 New
FFM
402
Forum Financial Management
Illinois
$222K +$198K +4,631 New
LOIM
403
Liberty One Investment Management
Illinois
$222K +$36K +840 +22%
BRWA
404
B. Riley Wealth Advisors
Florida
$221K -$19.2K -447 -8%
DAS
405
Diversify Advisory Services
Utah
$220K +$199K +4,648 New
SW
406
SteelPeak Wealth
California
$219K +$196K +4,583 New
EWA
407
EverSource Wealth Advisors
Alabama
$219K -$6.47K -151 -3%
SMDAM
408
Sumitomo Mitsui DS Asset Management
Japan
$218K +$195K +4,559 New
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$218K -$12.8K -298 -6%
ACI
410
Alpha Cubed Investments
California
$217K +$195K +4,539 New
CII
411
Capital International Inc
California
$217K +$194K +4,538 New
Edgewood Management
412
Edgewood Management
Connecticut
$215K +$193K +4,500 New
SA
413
Strategic Advisors
New York
$215K +$193K +4,500 New
MCCA
414
Mill Creek Capital Advisors
Pennsylvania
$209K +$187K +4,371 New
BSW
415
Buckingham Strategic Wealth
Missouri
$209K +$187K +4,370 New
MGIA
416
Moneta Group Investment Advisors
Missouri
$208K +$186K +4,350 New
EH
417
Equitable Holdings
New York
$208K +$186K +4,343 New
DFCM
418
Dark Forest Capital Management
Puerto Rico
$205K +$184K +4,284 New
LIA
419
LBMC Investment Advisors
Tennessee
$204K +$183K +4,267 New
SPIA
420
Steward Partners Investment Advisory
New York
$203K +$20.1K +469 +12%
Asset Management One
421
Asset Management One
Japan
$191K +$34.6K +808 +25%
S
422
SignatureFD
Georgia
$187K +$900 +21 +0.5%
AIP
423
Ameritas Investment Partners
Nebraska
$181K
VSQM
424
V-Square Quantitative Management
Illinois
$180K
CF
425
Centaurus Financial
California
$180K +$42.9K +1,000 +36%

UAL Hedge Fund Activity: Q1 2024 in Review

636 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2024, worth a combined $11.8B — up 23% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new UAL positions and 91 closed out — a net gain of 13 holders — while 209 added to existing stakes and 197 trimmed.

The largest buyer was Millennium Management, adding an estimated $147M. The largest seller was BlackRock, cutting an estimated $143M.

  • 636 institutional investors held United Airlines (UAL) as of Q1 2024, up from 629 in Q4 2023.
  • Funds reported $11.8B of United Airlines stock for Q1 2024, up 23% quarter-over-quarter.
  • 104 funds opened new United Airlines positions in Q1 2024 and 91 closed out, a net change of +13 holders.
  • The largest United Airlines buyer in Q1 2024 was Millennium Management, an estimated $147M added.
  • The largest United Airlines seller in Q1 2024 was BlackRock, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2024.