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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
SIS
476
Sound Income Strategies
Florida
$28.4K
HCM
477
Hollencrest Capital Management
California
$26.4K
Loomis, Sayles & Company
478
Loomis, Sayles & Company
Massachusetts
$26K +$27.6K +545 +708%
BCMLT
479
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K
BCWM
480
Bartlett & Co Wealth Management
Ohio
$25.4K +$20.2K +400 +200%
MHR
481
Matthew Hamilton Rosenberg
$25.1K
BC
482
Bartlett & Co
Ohio
$25K +$20.2K +400 +200%
NS
483
NBC Securities
Alabama
$25K +$30.4K +602 New
FFC
484
First Financial Corp
Indiana
$24.4K +$29.1K +576 New
GWMIA
485
Global Wealth Management Investment Advisory
Florida
$23.7K -$11K -218 -28%
CTC
486
Central Trust Company
Missouri
$23.6K
CA
487
Crewe Advisors
Utah
$23.3K
UB
488
UMB Bank
Missouri
$23.1K
BCM
489
Blume Capital Management
California
$22.4K
MA
490
Montag & Associates
Georgia
$21.8K
CHA
491
Carmichael Hill & Associates
Maryland
$21.1K
HWM
492
HighMark Wealth Management
Minnesota
$21.1K
SC
493
Solstein Capital
California
$21.1K
HWA
494
HHM Wealth Advisors
Tennessee
$19.2K
RCM
495
Raleigh Capital Management
North Carolina
$19.2K +$23K +454 New
TFA
496
Toth Financial Advisory
Virginia
$19.1K +$2.58K +51 +13%
ST
497
Smithfield Trust
Pennsylvania
$19K
BFEC
498
Benjamin F. Edwards & Company
Missouri
$18K -$3.79K -75 -15%
GWS
499
Glassman Wealth Services
Virginia
$17.8K
DMBA
500
Deseret Mutual Benefit Administrators
Utah
$17.4K

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.