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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
TFA
526
Toth Financial Advisory
Virginia
$21.9K
TCPG
527
Trivant Custom Portfolio Group
California
$21.9K
KA
528
Kozak & Associates
Colorado
$21.7K
NSIM
529
North Star Investment Management
Illinois
$21.4K
VWM
530
Venturi Wealth Management
Texas
$21.3K +$378 +8 +2%
IPW
531
Impact Partnership Wealth
Georgia
$19.3K +$16.6K +351 New
GI
532
Gradient Investments
Minnesota
$19.1K +$7.08K +150 +75%
GGI
533
Godsey & Gibb Inc
Virginia
$17.3K +$14.9K +315 New
PG
534
Prostatis Group
Maryland
$16.5K +$777K +16,461 New
HCM
535
Highlander Capital Management
New Jersey
$16K -$7.22K -153 -34%
CP
536
Castleview Partners
Texas
$15.9K
MAWCM
537
Mine & Arao Wealth Creation & Management
California
$15.5K
SHIM
538
Stone House Investment Management
Pennsylvania
$14.4K
ACA
539
Atlas Capital Advisors
Wyoming
$13.8K +$11.9K +252 New
CWM
540
Compass Wealth Management
Connecticut
$13.7K
NCM
541
Northwest Capital Management
Oregon
$13.2K +$11.3K +240 New
SF
542
Safeguard Financial
Wisconsin
$13K +$11.3K +239 New
WAM
543
WFA Asset Management
Wisconsin
$12.6K
SIC
544
SJS Investment Consulting
Ohio
$12.4K -$94 -2 -0.9%
SWA
545
SOA Wealth Advisors
New York
$12.3K
IWP
546
IAG Wealth Partners
Wisconsin
$12.2K
QC
547
Quent Capital
New York
$11.3K +$708 +15 +8%
SWA
548
Sutton Wealth Advisors
Florida
$11K
BC
549
Bartlett & Co
Ohio
$11K -$9.44K -200 -50%
SFG
550
Steward Financial Group
Texas
$11K +$9.87K +209 New

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.