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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
ONST
501
Old North State Trust
North Carolina
$7K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$7K +$998 +18 +15%
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$2.94K +53 +68%
AIG
504
American International Group
New York
$6.17K -$2.33K -42 -0%
PFA
505
Professional Financial Advisors
Nebraska
$6K -$8.65K -156 -58%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$6K
IFAM
507
Institutional & Family Asset Management
Colorado
$6K
EBSAM
508
Eubel Brady & Suttman Asset Management
Ohio
$6K +$6.1K +110 New
SIC
509
Salem Investment Counselors
North Carolina
$6K +$6.32K +114 New
Nisa Investment Advisors
510
Nisa Investment Advisors
Missouri
$5K +$245K +4,415 +5%
VCM
511
Versant Capital Management
Arizona
$5K -$3.44K -62 -39%
FFA
512
Freedman Financial Associates
Massachusetts
$5K
HCM
513
Highlander Capital Management
New Jersey
$5K
LWA
514
Lenox Wealth Advisors
New York
$5K
SSB
515
Sandy Spring Bank
Maryland
$5K
TCOV
516
Trust Company of Vermont
Vermont
$5K
TFGT
517
TS Financial Group (TSFG)
Illinois
$5K
WWMSC
518
Wagner Wealth Management (South Carolina)
South Carolina
$5K
MCM
519
MV Capital Management
Maryland
$5K +$4.94K +89 +989%
JWA
520
JFS Wealth Advisors
Pennsylvania
$5K +$5.55K +100 New
TWP
521
TFO Wealth Partners
Ohio
$5K +$5.55K +100 New
BU
522
BBVA USA
Alabama
$5K +$5.77K +104 New
WWM
523
Wolff Wiese Magana
California
$4K
ZB
524
Zions Bancorporation
Utah
$4K +$555 +10 +14%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.16K +57 +219%

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.