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United Airlines
UAL

Overview Fund Activity

597 hedge funds and large institutions have $9.9B invested in United Airlines in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 180 increasing their positions, 200 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+26
Holders Change %
+4.55%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
107
Increased
180
Reduced
200
Closed
69
Calls
$872M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$428M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$528M
2
Capital International Investors
Capital International Investors
California
+$371M
3
GC
GMT Capital
Georgia
+$98M
4
Marshall Wace
Marshall Wace
United Kingdom
+$74.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$204M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$163M
3
Millennium Management
Millennium Management
New York
-$117M
4
Two Sigma Investments
Two Sigma Investments
New York
-$65.8M
5
Man Group
Man Group
United Kingdom
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
501
Stone House Investment Management
Pennsylvania
$11.6K +$11.6K +263 New
CWM
502
Compass Wealth Management
Connecticut
$11.1K -$16.5K -373 -60%
BTI
503
Blue Trust Inc
Georgia
$11K -$3.7K -104 -25%
WAM
504
WFA Asset Management
Wisconsin
$10.2K – – –
SIC
505
SJS Investment Consulting
Ohio
$10.1K +$531 +12 +6%
RG
506
Retirement Group
California
$10K +$2.16K +50 +27%
SWA
507
SOA Wealth Advisors
New York
$9.96K – – –
IWP
508
IAG Wealth Partners
Wisconsin
$9.82K – – –
FCG
509
Financial Connections Group
California
$9K – – –
SIS
510
Strategic Investment Solutions
Illinois
$8.94K +$8.94K +202 New
SWA
511
Sutton Wealth Advisors
Florida
$8.89K -$36.9K -835 -81%
HFM
512
Hartford Financial Management
Connecticut
$8.85K – – –
GI
513
Gradient Investments
Minnesota
$8.81K -$137K -3,103 -94%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$8.63K – – –
QC
515
Quent Capital
New York
$8.45K – – –
HDIM
516
Hanson & Doremus Investment Management
Vermont
$8K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$7.97K +$266 +6 +3%
Commonwealth Equity Services
518
Commonwealth Equity Services
Massachusetts
$6.83K -$1.66K -37,549 -20%
SC
519
Schubert & Co
Texas
$6.64K -$133 -3 -2%
WAM
520
Worth Asset Management
Texas
$6.64K – – –
HIA
521
Harbor Investment Advisory
Maryland
$6.37K – – –
EWM
522
Evermay Wealth Management
Virginia
$6.33K – – –
DIP
523
DT Investment Partners
Pennsylvania
$6.17K – – –
ONST
524
Old North State Trust
North Carolina
$6K – – –
CSB
525
City State Bank
Iowa
$6K – – –
19 20
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