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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
LFG
426
Larson Financial Group
Missouri
$212K
CAMG
427
CWA Asset Management Group
Florida
$212K +$182K +3,855 New
LNC
428
Lincoln National Corp
Pennsylvania
$211K +$181K +3,838 New
PA
429
Profund Advisors
Maryland
$209K +$180K +3,815 New
Nomura Asset Management
430
Nomura Asset Management
Japan
$208K -$17K -360 -9%
AWM
431
Act Wealth Management
Texas
$208K +$179K +3,784 New
GFA
432
Gallagher Fiduciary Advisors
Illinois
$200K -$80.3K -1,700 -32%
MGIA
433
Moneta Group Investment Advisors
Missouri
$200K +$172K +3,647 New
S
434
SignatureFD
Georgia
$195K -$59.9K -1,268 -26%
EWA
435
EverSource Wealth Advisors
Alabama
$185K -$5.67K -120 -3%
PA
436
Parallel Advisors
California
$173K +$82.8K +1,754 +125%
IWP
437
Icon Wealth Partners
Texas
$173K
PTC
438
Private Trust Company
Ohio
$168K -$94 -2 -0.1%
PAM
439
Paradigm Asset Management
New York
$165K +$142K +3,000 New
WP
440
WealthPLAN Partners
Nebraska
$139K -$3.12K -66 -3%
IRC
441
Investors Research Corp
Georgia
$137K
O
442
Ossiam
France
$134K +$63.1K +1,337 +121%
CFGS
443
Concourse Financial Group Securities
Alabama
$130K -$25K -530 -18%
KTC
444
Kistler-Tiffany Companies
Pennsylvania
$128K +$2.36K +50 +2%
WBC
445
Westpac Banking Corp
Australia
$123K
FHA
446
First Horizon Advisors
Tennessee
$122K -$614 -13 -0.6%
HNB
447
Huntington National Bank
Ohio
$116K +$32.5K +689 +48%
GRP
448
Global Retirement Partners
California
$114K -$755 -16 -0.8%
SAM
449
Storebrand Asset Management
Norway
$113K
SIM
450
Sentry Investment Management
Wisconsin
$111K

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.