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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
BIA
576
Bell Investment Advisors
California
$6.04K +$2.13K +45 +69%
CFG
577
CKW Financial Group
Hawaii
$6K
TWM
578
Tradition Wealth Management
Minnesota
$6K
HFS
579
Hantz Financial Services
Michigan
$6K +$94 +2 +2%
WWM
580
Wolff Wiese Magana
California
$5.76K
TCOV
581
Trust Company of Vermont
Vermont
$5.76K
CFB
582
Cullen/Frost Bankers
Texas
$5.49K -$567 -12 -11%
AAP
583
Arax Advisory Partners
Colorado
$5.49K
WWP
584
WR Wealth Planners
Missouri
$5.49K
CFFP
585
Center for Financial Planning
Michigan
$5.49K +$4.72K +100 New
ZB
586
Zions Bancorporation
Utah
$5.43K -$472 -10 -9%
WIM
587
Westside Investment Management
California
$5.21K
NC
588
NewSquare Capital
Pennsylvania
$5.1K
OAJ
589
Ogorek Anthony Joseph
New York
$5K
TFGT
590
TS Financial Group (TSFG)
Illinois
$5K
CAL
591
Capital Advisors Ltd
Ohio
$5K +$425 +9 +12%
JFA
592
JNBA Financial Advisors
Minnesota
$4.94K
LFA
593
Legend Financial Advisors
Pennsylvania
$4.55K
RG
594
Retirement Group
California
$4.5K -$7.08K -150 -65%
APC
595
Aspire Private Capital
North Carolina
$4.33K
Zurich Cantonal Bank
596
Zurich Cantonal Bank
Switzerland
$4.12K -$1.23K -26 -26%
Loomis, Sayles & Company
597
Loomis, Sayles & Company
Massachusetts
$4K +$3.64K +77 New
CIA
598
Cape Investment Advisory
Georgia
$3.62K
BCPWM
599
Bradley & Co Private Wealth Management
Florida
$3.51K
CMA
600
Cedar Mountain Advisors
Oregon
$3.13K

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.