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United Airlines
UAL

575 hedge funds and large institutions have $7.88B invested in United Airlines in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 197 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 41

26% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 156

24% more capital invested

Capital invested by funds: $6.35B → $7.88B (+$1.53B)

14% more funds holding

Funds holding: 506 → 575 (+69)

4.27% more ownership

Funds ownership: 60.11% → 64.38% (+4.3%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

37% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.64B

Holders
575
Holders Change
+69
Holders Change %
+13.64%
% of All Funds
9.24%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
118
Increased
197
Reduced
156
Closed
41
Calls
$1.03B
Puts
$1.64B
Net Calls
-$603M
Net Calls Change
-$114M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$141M
3
Two Sigma Investments
Two Sigma Investments
New York
+$66.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$56.9M
5
Invesco
Invesco
Georgia
+$53.1M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$84.5M
2
PCM
PAR Capital Management
Massachusetts
-$62.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$54.7M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$40.9M
5
USGIU
U.S. Global Investors (USGI)
Texas
-$31.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
526
TimeScale Financial
Massachusetts
$3.68K – – –
AWM
527
Accurate Wealth Management
Florida
$3.2K +$2.84K +70 New
LFA
528
Legend Financial Advisors
Pennsylvania
$3.13K – – –
JWM
529
Janiczek Wealth Management
Colorado
$2.56K – – –
BCPWM
530
Bradley & Co Private Wealth Management
Florida
$2.41K – – –
FMB
531
Field & Main Bank
Kentucky
$2.34K +$2.52K +62 New
CMA
532
Cedar Mountain Advisors
Oregon
$2.15K – – –
ME
533
McIlrath & Eck
Washington
$2.11K – – –
BIA
534
Bell Investment Advisors
California
$2.04K +$893 +22 +69%
CTA
535
Colonial Trust Advisors
South Carolina
$2.04K +$2.19K +54 New
KIG
536
Kessler Investment Group
Indiana
$2K – – –
WAS
537
Winch Advisory Services
Wisconsin
$2K – – –
LSA
538
Lansing Street Advisors
Pennsylvania
$1.92K – – –
SWM
539
Sanctuary Wealth Management
Idaho
$1.89K +$2.03K +50 New
AWM
540
Abound Wealth Management
Tennessee
$1.66K +$1.42K +35 +389%
RVM
541
Robinson Value Management
Texas
$1.47K – – –
MCM
542
MV Capital Management
Maryland
$1.17K -$1.26K -31 -50%
DI
543
Disciplined Investments
Oklahoma
$1.17K -$446 -11 -26%
PFA
544
Pathway Financial Advisers
Indiana
$1.13K +$1.22K +30 New
BWM
545
Baystate Wealth Management
Massachusetts
$1K – – –
GCS
546
Gordian Capital (Singapore)
Singapore
$1K – – –
TSWM
547
Tyler-Stone Wealth Management
Ohio
$1K – – –
ANBT
548
American National Bank & Trust
Texas
$1K +$162 +4 New
Jones Financial Companies
549
Jones Financial Companies
Missouri
$1K +$1.18K +29 New
CWA
550
Clearview Wealth Advisors
Oregon
$943 -$3.04K -75 -75%
20 21
22
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UAL Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2022, worth a combined $7.88B — up 24% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UAL positions and 41 closed out — a net gain of 77 holders — while 197 added to existing stakes and 156 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $174M. The largest seller was Neuberger Berman Group, cutting an estimated $84.5M.

  • 575 institutional investors held United Airlines (UAL) as of Q4 2022, up from 506 in Q3 2022.
  • Funds reported $7.88B of United Airlines stock for Q4 2022, up 24% quarter-over-quarter.
  • 118 funds opened new United Airlines positions in Q4 2022 and 41 closed out, a net change of +77 holders.
  • The largest United Airlines buyer in Q4 2022 was Renaissance Technologies, an estimated $174M added.
  • The largest United Airlines seller in Q4 2022 was Neuberger Berman Group, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2022.