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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
Charles Schwab
26
Charles Schwab
California
$71.8M -$43.2M -854,645 -33%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$70.7M -$26.6M -526,200 -24%
Prudential Financial
28
Prudential Financial
New Jersey
$65.7M +$6.44M +127,459 +9%
UBS Group
29
UBS Group
Switzerland
$52M -$12.4M -245,054 -17%
Man Group
30
Man Group
United Kingdom
$51.5M -$88.3M -1,746,472 Closed
Walleye Trading
31
Walleye Trading
New York
$49.9M -$5.64M -111,551 -9%
PCM
32
Patient Capital Management
Maryland
$46.2M -$1.05M -20,808 -2%
Norges Bank
33
Norges Bank
Norway
$44.1M
Capital Fund Management (CFM)
34
Capital Fund Management (CFM)
France
$40.7M +$21.7M +428,404 +80%
N
35
Nuveen
North Carolina
$38.8M -$621K -12,284 -1%
Bank of America
36
Bank of America
North Carolina
$36.8M +$20.9M +413,802 +91%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$36.5M +$41.5M +820,660 +1,993%
PAM
38
Panagora Asset Management
Massachusetts
$35.7M -$6.23M -123,308 -13%
CGPCS
39
Capital Group Private Client Services
California
$33.4M -$337K -6,667 -0.8%
ClearBridge Investments
40
ClearBridge Investments
New York
$32.3M +$1.31K +26 +0%
Barclays
41
Barclays
United Kingdom
$32.2M +$2.74M +54,233 +8%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$30.8M +$31.5M +622,441 +592%
Federated Hermes
43
Federated Hermes
Pennsylvania
$29.1M -$36.1K -714 -0.1%
Calamos Advisors
44
Calamos Advisors
Illinois
$27.7M +$46.9K +927 +0.1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$27.3M +$909K +17,980 +3%
Ameriprise
46
Ameriprise
Minnesota
$25.9M +$18.1M +357,612 +141%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$25.4M -$163K -3,215 -0.5%
JP Morgan Chase
48
JP Morgan Chase
New York
$24.3M +$2.01M +39,698 +7%
Group One Trading
49
Group One Trading
Illinois
$24.2M -$5.71M -112,945 -16%
AllianceBernstein
50
AllianceBernstein
Tennessee
$22.8M +$6.35M +125,566 +30%

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.