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United Airlines

560 hedge funds and large institutions have $10.2B invested in United Airlines in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 151 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 151

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

3% less funds holding

Funds holding: 576560 (-16)

3.24% less ownership

Funds ownership: 63.54%60.3% (-3.2%)

12% less capital invested

Capital invested by funds: $11.6B → $10.2B (-$1.44B)

13% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 93

27% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.84B

Holders
560
Holders Change
-16
Holders Change %
-2.78%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
81
Increased
198
Reduced
151
Closed
93
Calls
$1.34B
Puts
$1.84B
Net Calls
-$500M
Net Calls Change
-$497M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
476
Castleview Partners
Texas
$16K +$17K +307 New
WT
477
Whittier Trust
California
$15K
CAL
478
Capital Advisors Ltd
Ohio
$13K
GAM
479
Gemmer Asset Management
California
$13K +$555 +10 +4%
FRA
480
Front Row Advisors
California
$13K +$16.6K +300 New
BWA
481
BDO Wealth Advisors
Florida
$12K
GA
482
GoalVest Advisory
New York
$12K
IWP
483
IAG Wealth Partners
Wisconsin
$12K
SWA
484
SOA Wealth Advisors
New York
$12K
WTC
485
WhitTier Trust Company
Nevada
$12K
RG
486
Retirement Group
California
$12K +$222 +4 +2%
AAP
487
Arax Advisory Partners
Colorado
$12K +$12.2K +220 New
PCA
488
Providence Capital Advisors
North Carolina
$12K +$12.5K +225 New
CFN
489
Cordasco Financial Network
Florida
$11K -$18.1K -327 -62%
TF
490
TimeScale Financial
Massachusetts
$11K +$5.55K +100 +88%
AF
491
Advisornet Financial
Minnesota
$10K -$55 -1 -0.5%
HFM
492
Hartford Financial Management
Connecticut
$10K
WLPWM
493
Walled Lake Planning & Wealth Management
Illinois
$10K
AWM
494
Avior Wealth Management
Nebraska
$9K -$3.55K -64 -25%
ACM
495
AUA Capital Management
Pennsylvania
$9K
EWA
496
Evolution Wealth Advisors
Florida
$9K
HIA
497
Harbor Investment Advisory
Maryland
$8K -$23.5K -424 -75%
IPW
498
IronBridge Private Wealth
Texas
$8K
LC
499
Lindbrook Capital
California
$7K
MFT
500
Moisand Fitzgerald Tamayo
Florida
$7K

UAL Hedge Fund Activity: Q2 2021 in Review

560 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2021, worth a combined $10.2B — down 12% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UAL and 81 opened new positions — a net loss of 12 holders — while 151 trimmed existing stakes and 198 added.

The largest buyer was Vanguard Group, adding an estimated $75.7M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 560 institutional investors held United Airlines (UAL) as of Q2 2021, down from 576 in Q1 2021.
  • Funds reported $10.2B of United Airlines stock for Q2 2021, down 12% quarter-over-quarter.
  • 81 funds opened new United Airlines positions in Q2 2021 and 93 closed out, a net change of -12 holders.
  • The largest United Airlines buyer in Q2 2021 was Vanguard Group, an estimated $75.7M added.
  • The largest United Airlines seller in Q2 2021 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2021.