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United Airlines

621 hedge funds and large institutions have $9.81B invested in United Airlines in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 212 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 70.72%70.32% (-0.4%)

4% less funds holding

Funds holding: 646621 (-25)

10% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 212

19% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 93

23% less capital invested

Capital invested by funds: $12.7B → $9.81B (-$2.91B)

60% less call options, than puts

Call options by funds: $733M | Put options by funds: $1.81B

71% less funds holding in top 10

Funds holding in top 10: 144 (-10)

Holders
621
Holders Change
-25
Holders Change %
-3.87%
% of All Funds
9.86%
Holding in Top 10
4
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
75
Increased
190
Reduced
212
Closed
93
Calls
$733M
Puts
$1.81B
Net Calls
-$1.08B
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
526
Farmers & Merchants Investments Inc
Nebraska
$8.25K
JWA
527
JFS Wealth Advisors
Pennsylvania
$8.04K +$506 +10 +6%
SFG
528
Steward Financial Group
Texas
$8K -$607 -12 -6%
HDIM
529
Hanson & Doremus Investment Management
Vermont
$8K
SVCP
530
Silicon Valley Capital Partners
California
$7.83K
NFSG
531
Newbridge Financial Services Group
Florida
$7.4K -$21.2K -420 -71%
CPG
532
Cornerstone Planning Group
New Jersey
$7.19K
MIM
533
Macroview Investment Management
Maryland
$7.15K +$8.54K +169 New
SAG
534
Spotlight Asset Group
Illinois
$6.34K
BIA
535
Bell Investment Advisors
California
$6.3K +$1.97K +39 +35%
HIA
536
Harbor Investment Advisory
Maryland
$6.09K
EWM
537
Evermay Wealth Management
Virginia
$6.05K
PP
538
PFS Partners
New Jersey
$6.01K -$20.2K -400 -74%
FGA
539
Fortis Group Advisors
New Jersey
$6.01K +$7.18K +142 New
VF
540
VitalStone Financial
Texas
$6K -$21.5K -425 -75%
CSB
541
City State Bank
Iowa
$6K
DIP
542
DT Investment Partners
Pennsylvania
$5.88K
HGERS
543
Householder Group Estate & Retirement Specialist
Arizona
$5.84K +$6.98K +138 New
KFI
544
Key Financial Inc
Pennsylvania
$5.29K
IFAM
545
Institutional & Family Asset Management
Colorado
$5.08K
EWP
546
Elevation Wealth Partners
California
$5.03K
GKIM
547
GW&K Investment Management
Massachusetts
$5K
HFS
548
Hantz Financial Services
Michigan
$5K
GI
549
Gradient Investments
Minnesota
$4.87K -$11.8K -234 -67%
SIC
550
Salem Investment Counselors
North Carolina
$4.87K

UAL Hedge Fund Activity: Q3 2023 in Review

621 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q3 2023, worth a combined $9.81B — down 23% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of UAL and 75 opened new positions — a net loss of 18 holders — while 212 trimmed existing stakes and 190 added.

The largest buyer was Balyasny Asset Management, adding an estimated $107M. The largest seller was Citadel Advisors, cutting an estimated $156M.

  • 621 institutional investors held United Airlines (UAL) as of Q3 2023, down from 646 in Q2 2023.
  • Funds reported $9.81B of United Airlines stock for Q3 2023, down 23% quarter-over-quarter.
  • 75 funds opened new United Airlines positions in Q3 2023 and 93 closed out, a net change of -18 holders.
  • The largest United Airlines buyer in Q3 2023 was Balyasny Asset Management, an estimated $107M added.
  • The largest United Airlines seller in Q3 2023 was Citadel Advisors, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2023.