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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
SFM
426
Spartan Fund Management
Canada
$106K -$506 -10 -0.4%
IRC
427
Investors Research Corp
Georgia
$106K
FHA
428
First Horizon Advisors
Tennessee
$92.6K -$1.36K -27 -1%
SAM
429
Storebrand Asset Management
Norway
$87.3K
TWC
430
TD Waterhouse Canada
Ontario, Canada
$87.2K -$164K -3,236 -63%
HFM
431
Harvest Fund Management
China
$86K +$99.1K +1,961 +3,215%
DAM
432
Delta Asset Management
Tennessee
$84.6K
SS
433
Sunbelt Securities
Texas
$83.8K
SIM
434
Sentry Investment Management
Wisconsin
$80K -$6.32K -125 -6%
TLA
435
Tanglewood Legacy Advisors
Texas
$78.5K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$76.7K +$27.8K +549 +43%
BWL
437
Bogart Wealth LLC
Virginia
$72K +$9.81K +194 +13%
HNB
438
Huntington National Bank
Ohio
$70.6K -$23K -454 -21%
GRP
439
Global Retirement Partners
California
$69.9K -$19.6K -388 -19%
LFG
440
Larson Financial Group
Missouri
$68.5K -$113K -2,244 -58%
EP
441
Elkhorn Partners
Nebraska
$68K +$3.03K +60 +4%
TLCM
442
Twin Lakes Capital Management
California
$65.6K
JFGIW
443
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.3K
PVH
444
Psagot Value Holdings
Israel
$63K +$9.15K +181 +14%
AA
445
Ancora Advisors
Ohio
$62.3K -$2.02K -40 -3%
WI
446
Wahed Invest
New York
$53.8K +$4.9K +97 +8%
FCMT
447
Founders Capital Management (Texas)
Texas
$53.7K
SSB
448
Sandy Spring Bank
Maryland
$53.5K
T
449
TOBAM
France
$53K +$63K +1,247 New
PA
450
PSI Advisors
Florida
$52.7K -$21.7K -429 -26%

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.