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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
DAM
451
Delta Asset Management
Tennessee
$110K
BAM
452
Bosun Asset Management
Illinois
$110K +$94.4K +2,000 New
CA
453
Clearstead Advisors
Ohio
$109K +$3.07K +65 +3%
Simplex Trading
454
Simplex Trading
Illinois
$109K -$7.72M -163,464 -99%
SS
455
Sunbelt Securities
Texas
$109K +$1.79K +38 +2%
TLA
456
Tanglewood Legacy Advisors
Texas
$102K
IGWM
457
ICA Group Wealth Management
Colorado
$95.8K -$68.5K -1,450 -45%
PA
458
PSI Advisors
Florida
$91.9K +$31.9K +675 +68%
TLCM
459
Twin Lakes Capital Management
California
$85K
EP
460
Elkhorn Partners
Nebraska
$85K -$14.4K -305 -16%
AA
461
Ancora Advisors
Ohio
$83K
BWL
462
Bogart Wealth LLC
Virginia
$82.8K
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.1K -$43.9K -929 -38%
C
464
Covestor
United Kingdom
$73K +$48.1K +1,018 +323%
PVH
465
Psagot Value Holdings
Israel
$71K +$3.45K +73 +6%
FCMT
466
Founders Capital Management (Texas)
Texas
$69.7K
PFBT
467
Parkside Financial Bank & Trust
Missouri
$69.4K -$2.36K -50 -4%
SSB
468
Sandy Spring Bank
Maryland
$69.4K
2L
469
25 LLC
Missouri
$65.4K +$472 +10 +0.9%
IUHSA
470
Itau Unibanco Holding S.A.
Brazil
$65.3K -$14K -296 -20%
WI
471
Wahed Invest
New York
$64.4K +$5.24K +111 +10%
CAL
472
Capital Analysts LLC
Pennsylvania
$64K
PMFA
473
Plante Moran Financial Advisors
Michigan
$61.6K -$11.8K -250 -18%
QCG
474
Quadrant Capital Group
Ohio
$61.2K -$283 -6 -0.5%
AA
475
Addison Advisors
Vermont
$60.7K +$2.98K +63 +6%

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.