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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
TCOV
551
Trust Company of Vermont
Vermont
$4.44K
WWM
552
Wolff Wiese Magana
California
$4.44K
WT
553
Whittier Trust
California
$4.27K +$4.09K +81 +405%
AAP
554
Arax Advisory Partners
Colorado
$4.23K
CFFP
555
Center for Financial Planning
Michigan
$4.23K
WWP
556
WR Wealth Planners
Missouri
$4.23K
SR
557
Syntax Research
Florida
$4.23K +$5.06K +100 New
ZB
558
Zions Bancorporation
Utah
$4.19K
WIM
559
Westside Investment Management
California
$4.02K
CFG
560
CKW Financial Group
Hawaii
$4K
TWM
561
Tradition Wealth Management
Minnesota
$4K
NC
562
NewSquare Capital
Pennsylvania
$3.93K
JFA
563
JNBA Financial Advisors
Minnesota
$3.81K
BBHC
564
Brown Brothers Harriman & Co
New York
$3.72K -$1.11K -22 -20%
LFA
565
Legend Financial Advisors
Pennsylvania
$3.51K
RG
566
Retirement Group
California
$3.47K
BAAM
567
Baker Avenue Asset Management
California
$3.47K +$3.19K +63 +332%
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$3.38K +$2.02K +40 +100%
APC
569
Aspire Private Capital
North Carolina
$3.34K
Zurich Cantonal Bank
570
Zurich Cantonal Bank
Switzerland
$3.17K
CAL
571
Capital Advisors Ltd
Ohio
$3K -$354 -7 -8%
CIA
572
Cape Investment Advisory
Georgia
$2.79K
MCM
573
Manchester Capital Management
Vermont
$2.79K +$3.34K +66 New
BCPWM
574
Bradley & Co Private Wealth Management
Florida
$2.71K
CMA
575
Cedar Mountain Advisors
Oregon
$2.41K

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.