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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
BCWM
551
Bartlett & Co Wealth Management
Ohio
$11K -$9.44K -200 -50%
HFM
552
Hartford Financial Management
Connecticut
$11K
HS
553
Horan Securities
United States
$11K +$9.44K +200 New
FMII
554
Farmers & Merchants Investments Inc
Nebraska
$10.7K
TAM
555
Tucker Asset Management
Colorado
$10.4K +$8.92K +189 New
SVCP
556
Silicon Valley Capital Partners
California
$10.2K +$8.73K +185 New
HDIM
557
Hanson & Doremus Investment Management
Vermont
$10K
JWA
558
JFS Wealth Advisors
Pennsylvania
$9.88K
SIS
559
Strategic Investment Solutions
Illinois
$9.48K -$94 -2 -1%
CPG
560
Cornerstone Planning Group
New Jersey
$9.33K +$8.03K +170 New
AF
561
Advisornet Financial
Minnesota
$9.16K -$6.19K -131 -44%
WAM
562
Worth Asset Management
Texas
$8.23K
SAG
563
Spotlight Asset Group
Illinois
$8.23K +$7.08K +150 New
HIA
564
Harbor Investment Advisory
Maryland
$7.9K
EWM
565
Evermay Wealth Management
Virginia
$7.85K
DIP
566
DT Investment Partners
Pennsylvania
$7.4K
CSB
567
City State Bank
Iowa
$7K
GKIM
568
GW&K Investment Management
Massachusetts
$7K +$5.95K +126 New
KFI
569
Key Financial Inc
Pennsylvania
$6.86K
IFAM
570
Institutional & Family Asset Management
Colorado
$6.58K
FCAG
571
First Capital Advisors Group
New Jersey
$6.58K +$5.67K +120 New
EWP
572
Elevation Wealth Partners
California
$6.53K
SIC
573
Salem Investment Counselors
North Carolina
$6.31K
TF
574
TimeScale Financial
Massachusetts
$6.2K
BBHC
575
Brown Brothers Harriman & Co
New York
$6.04K

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.