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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
C
451
Covestor
United Kingdom
$52K -$5.56K -110 -8%
CAL
452
Capital Analysts LLC
Pennsylvania
$51K
AWM
453
Avior Wealth Management
Nebraska
$48.9K +$3.59K +71 +7%
PMFA
454
Plante Moran Financial Advisors
Michigan
$47.5K
CFD
455
Creative Financial Designs
Indiana
$47.4K +$5.06K +100 +10%
QCG
456
Quadrant Capital Group
Ohio
$47K -$202 -4 -0.4%
CFB
457
Cullen/Frost Bankers
Texas
$46.5K +$50.6K +1,000 +1,000%
AA
458
Addison Advisors
Vermont
$46.4K -$506 -10 -0.9%
MCM
459
MV Capital Management
Maryland
$46.4K +$556 +11 +1%
CAS
460
Coppell Advisory Solutions
Texas
$44.6K +$59.8K +1,182 New
CHAM
461
Clear Harbor Asset Management
Connecticut
$44.2K +$52.8K +1,045 New
JAM
462
JCIC Asset Management
Ontario, Canada
$43.8K -$1.01K -20 -2%
APW
463
Acima Private Wealth
Virginia
$42.3K
WTC
464
WhitTier Trust Company
Nevada
$40.7K
BAM
465
Byrne Asset Management
New Jersey
$40K +$2.53K +50 +6%
SSG
466
Summit Securities Group
New York
$39K +$25.3K +501 +117%
GCM
467
Gables Capital Management
Florida
$38.1K
SC
468
Stephens Consulting
Michigan
$37.5K
FFA
469
Farther Finance Advisors
California
$35.8K +$14.3K +283 +50%
GWSG
470
GPS Wealth Strategies Group
Colorado
$35.1K
TPCW
471
TD Private Client Wealth
New York
$32.7K -$1.42K -28 -4%
IUHSA
472
Itau Unibanco Holding S.A.
Brazil
$30.8K -$23.3K -461 -39%
CNBTD
473
Citizens National Bank Trust Department
Mississippi
$29.6K
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$29K -$1.11K -22 -3%
KHC
475
Koesten Hirschmann & Crabtree
Kansas
$28.8K

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.