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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
BHWM
601
Beaird Harris Wealth Management
Texas
$846
TCA
602
Trifecta Capital Advisors
Illinois
$804
RAM
603
Riggs Asset Management
Pennsylvania
$720 +$506 +10 +143%
JPWM
604
Jamison Private Wealth Management
Georgia
$593 +$708 +14 New
CFS
605
CGC Financial Services
Oregon
$592
CWC
606
Carolinas Wealth Consulting
North Carolina
$560
BWS
607
Buck Wealth Strategies
Colorado
$550
OA
608
Operose Advisors
Wisconsin
$550
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$508
GFPC
610
Global Financial Private Client
Florida
$499
AIC
611
Archer Investment Corporation
Indiana
$423
TWP
612
TFO Wealth Partners
Ohio
$384
TWD
613
True Wealth Design
Ohio
$297
WOSD
614
WFA of San Diego
California
$254
CTWM
615
Cherry Tree Wealth Management
Minnesota
$170
VCM
616
Versant Capital Management
Arizona
$169
PCTC
617
Perkins Coie Trust Company
Washington
$169 +$202 +4 New
AssetMark Inc
618
AssetMark Inc
California
$85 +$101 +2 New
GCS
619
Gordian Capital (Singapore)
Singapore
$42
M
620
MOTCO
Texas
$42
Adage Capital Partners
621
Adage Capital Partners
Massachusetts
-$17.9M -326,809 Closed
ECM
622
ExodusPoint Capital Management
New York
-$17.9M -325,364 Closed
CS
623
Clear Street
New York
-$14.3M -261,200 Closed
Axa
624
Axa
France
-$13.1M -239,400 Closed
Ensign Peak Advisors
625
Ensign Peak Advisors
Utah
-$12.9M -234,680 Closed

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.