We are live on ! Find out more
UAL icon

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
FFA
501
Farther Finance Advisors
California
$30.9K -$1.09K -23 -4%
CTC
502
Central Trust Company
Missouri
$30.6K
CA
503
Crewe Advisors
Utah
$30.2K
UB
504
UMB Bank
Missouri
$30K
PP
505
PFS Partners
New Jersey
$29.7K -$5.24K -111 -17%
BCM
506
Blume Capital Management
California
$29.1K
MA
507
Montag & Associates
Georgia
$28.3K
AWM
508
Ameliora Wealth Management
Switzerland
$27.4K
HWM
509
HighMark Wealth Management
Minnesota
$27.4K
CHA
510
Carmichael Hill & Associates
Maryland
$27.4K +$23.6K +500 New
NRG
511
Nemes Rush Group
Michigan
$27.4K +$23.6K +500 New
SC
512
Solstein Capital
California
$27.4K +$23.6K +500 New
BFEC
513
Benjamin F. Edwards & Company
Missouri
$27K
DGAM
514
Desjardins Global Asset Management
Quebec, Canada
$27K
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K
VF
516
VitalStone Financial
Texas
$25K -$382K -8,091 -93%
HWA
517
HHM Wealth Advisors
Tennessee
$25K
SSG
518
Summit Securities Group
New York
$24K -$10.1K -213 -33%
ST
519
Smithfield Trust
Pennsylvania
$24K
NL
520
NVWM LLC
Pennsylvania
$23.1K
GWS
521
Glassman Wealth Services
Virginia
$23.1K +$1.27K +27 +7%
Credit Agricole
522
Credit Agricole
France
$22.6K -$95K -2,013 -83%
DMBA
523
Deseret Mutual Benefit Administrators
Utah
$22.6K
WTG
524
West Tower Group
Virginia
$22.1K +$19K +402 New
FWM
525
Focused Wealth Management
New York
$21.9K

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.