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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
MCM
476
MV Capital Management
Maryland
$59.5K -$2.6K -55 -5%
AWM
477
Avior Wealth Management
Nebraska
$59.5K
JAM
478
JCIC Asset Management
Ontario, Canada
$57.9K +$49.8K +1,055 New
CFD
479
Creative Financial Designs
Indiana
$56K
APW
480
Acima Private Wealth
Virginia
$54.9K
WTC
481
WhitTier Trust Company
Nevada
$52.8K
CI Investments Inc
482
CI Investments Inc
Ontario, Canada
$50K +$2.27K +48 +6%
GCM
483
Gables Capital Management
Florida
$49.4K
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$49.3K -$436K -9,233 -91%
BAM
485
Byrne Asset Management
New Jersey
$49K +$36.6K +775 +646%
SC
486
Stephens Consulting
Michigan
$48.6K
GWSG
487
GPS Wealth Strategies Group
Colorado
$45.5K
TPCW
488
TD Private Client Wealth
New York
$43.9K -$661 -14 -2%
MFT
489
Moisand Fitzgerald Tamayo
Florida
$43.9K
GWMIA
490
Global Wealth Management Investment Advisory
Florida
$42.7K +$36.7K +778 New
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$38.8K +$4.53K +96 +16%
Royal London Asset Management
492
Royal London Asset Management
United Kingdom
$38.4K
CNBTD
493
Citizens National Bank Trust Department
Mississippi
$38.4K
KHC
494
Koesten Hirschmann & Crabtree
Kansas
$37.4K
SIS
495
Sound Income Strategies
Florida
$36.9K -$2.36K -50 -7%
HCM
496
Hollencrest Capital Management
California
$34.2K
GTAM
497
Global Trust Asset Management
Florida
$32.9K +$28.3K +600 New
NFSG
498
Newbridge Financial Services Group
Florida
$32.6K +$10.4K +220 +59%
MHR
499
Matthew Hamilton Rosenberg
$32.6K
CFO
500
CVA Family Office
Colorado
$31.1K +$1.65K +35 +7%

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.