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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
ME
576
McIlrath & Eck
Washington
$2.37K
VAG
577
VisionPoint Advisory Group
Texas
$2.33K +$2.78K +55 New
KIG
578
Kessler Investment Group
Indiana
$2.24K
AWM
579
Abound Wealth Management
Tennessee
$2.2K +$253 +5 +11%
FRA
580
Front Row Advisors
California
$2.12K
JWM
581
Janiczek Wealth Management
Colorado
$1.9K
CTA
582
Colonial Trust Advisors
South Carolina
$1.78K
ANBT
583
American National Bank & Trust
Texas
$1.78K +$2.12K +42 New
AF
584
Advisornet Financial
Minnesota
$1.73K -$6.37K -126 -75%
RVM
585
Robinson Value Management
Texas
$1.65K
PCFFS
586
Pacific Center for Financial Services
California
$1.48K
LF
587
Lee Financial
Texas
$1.35K
TFM
588
TFC Financial Management
Massachusetts
$1.35K
Legacy Financial Group (Iowa)
589
Legacy Financial Group (Iowa)
Iowa
$1.35K +$1.62K +32 New
WAM
590
WFA Asset Management
Wisconsin
$1.27K -$10.1K -200 -87%
HCP
591
Hexagon Capital Partners
Arkansas
$1.27K
PFA
592
Pathway Financial Advisers
Indiana
$1.27K +$1.52K +30 New
MFT
593
Moisand Fitzgerald Tamayo
Florida
$1.06K -$39.2K -775 -97%
PWMG
594
Prestige Wealth Management Group
New Jersey
$1.02K -$303 -6 -20%
SIA
595
SkyView Investment Advisors
New Jersey
$1K
TSWM
596
Tyler-Stone Wealth Management
Ohio
$1K
BTI
597
Blue Trust Inc
Georgia
$1K +$404 +8 +67%
GIA
598
GHP Investment Advisors
Colorado
$968
ECM
599
Everence Capital Management
Indiana
$923
BWM
600
Baystate Wealth Management
Massachusetts
$846

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.