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United Airlines

601 hedge funds and large institutions have $9.9B invested in United Airlines in 2023 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 181 increasing their positions, 201 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

26% more capital invested

Capital invested by funds: $7.88B → $9.9B (+$2.02B)

5% more funds holding

Funds holding: 575601 (+26)

4.16% more ownership

Funds ownership: 64.38%68.54% (+4.2%)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 201

54% less call options, than puts

Call options by funds: $872M | Put options by funds: $1.9B

Holders
601
Holders Change
+26
Holders Change %
+4.52%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
108
Increased
181
Reduced
201
Closed
70
Calls
$872M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
476
Blume Capital Management
California
$23.5K
MA
477
Montag & Associates
Georgia
$22.8K
AWM
478
Ameliora Wealth Management
Switzerland
$22.1K -$24K -500 -50%
HWM
479
HighMark Wealth Management
Minnesota
$22.1K
BFEC
480
Benjamin F. Edwards & Company
Missouri
$22K -$1.87K -39 -7%
DGAM
481
Desjardins Global Asset Management
Quebec, Canada
$22K +$23.6K +492 New
BCMLT
482
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K
HWA
483
HHM Wealth Advisors
Tennessee
$20.1K
ST
484
Smithfield Trust
Pennsylvania
$20K
HCM
485
Highlander Capital Management
New Jersey
$20K +$7.33K +153 +51%
NL
486
NVWM LLC
Pennsylvania
$18.6K
DMBA
487
Deseret Mutual Benefit Administrators
Utah
$18.2K
BC
488
Bartlett & Co
Ohio
$18K +$9.58K +200 +100%
FWM
489
Focused Wealth Management
New York
$17.7K
TFA
490
Toth Financial Advisory
Virginia
$17.7K
BCWM
491
Bartlett & Co Wealth Management
Ohio
$17.7K +$9.58K +200 +100%
TCPG
492
Trivant Custom Portfolio Group
California
$17.7K +$19.2K +400 New
KA
493
Kozak & Associates
Colorado
$17.4K -$6.71K -140 -26%
GWS
494
Glassman Wealth Services
Virginia
$17.4K +$288 +6 +2%
NSIM
495
North Star Investment Management
Illinois
$17.3K
VWM
496
Venturi Wealth Management
Texas
$16.8K +$18.2K +380 New
NFSG
497
Newbridge Financial Services Group
Florida
$16.6K +$18K +375 New
FRA
498
Front Row Advisors
California
$15K
C
499
Covestor
United Kingdom
$14K -$3.74K -78 -20%
AF
500
Advisornet Financial
Minnesota
$13.2K +$2.16K +45 +18%