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United Airlines
UAL

Overview Fund Activity

625 hedge funds and large institutions have $9.58B invested in United Airlines in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 184 increasing their positions, 222 reducing their positions, and 85 closing their positions.

Holders
625
Holders Change
+7
Holders Change %
+1.13%
% of All Funds
9.16%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
99
Increased
184
Reduced
222
Closed
85
Calls
$807M
Puts
$2.24B
Net Calls
-$1.43B
Net Calls Change
-$351M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$363M
2
Citadel Advisors
2
Citadel Advisors
Florida
$193M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$112M
4
BlackRock
4
BlackRock
New York
$876M
5
USGIU
5
U.S. Global Investors (USGI)
Texas
$172M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$72.3M
3
Prudential Financial
3
Prudential Financial
New Jersey
$14.6M
4
Capital International Investors
4
Capital International Investors
California
$746M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
601
Beaird Harris Wealth Management
Texas
$826 20 – –
TSWM
602
Tyler-Stone Wealth Management
Ohio
$784 19 – –
TCA
603
Trifecta Capital Advisors
Illinois
$784 19 – –
LAM
604
Lummis Asset Management
Texas
$743 18 +18 New
RAM
605
Riggs Asset Management
Pennsylvania
$702 17 – –
CWC
606
Carolinas Wealth Consulting
North Carolina
$660 16 – –
CFS
607
CGC Financial Services
Oregon
$578 14 – –
CJ
608
Caitlin John
Michigan
$578 14 +14 New
OA
609
Operose Advisors
Wisconsin
$536 13 – –
AssetMark Inc
610
AssetMark Inc
California
$536 13 +11 +550%
GFPC
611
Global Financial Private Client
Florida
$495 12 – –
AIC
612
Archer Investment Corporation
Indiana
$413 10 – –
TWD
613
True Wealth Design
Ohio
$413 10 +3 +43%
TWP
614
TFO Wealth Partners
Ohio
$289 7 – –
VCM
615
Versant Capital Management
Arizona
$248 6 +2 +50%
JPWM
616
Jamison Private Wealth Management
Georgia
$207 5 -9 -64%
CTWM
617
Cherry Tree Wealth Management
Minnesota
$166 4 – –
BBHC
618
Brown Brothers Harriman & Co
New York
$165 4 -84 -95%
MSG
619
Main Street Group
Virginia
$123 3 +3 New
SIS
620
Strategic Investment Solutions
Illinois
$83 2 -12,598 -100%
GCS
621
Gordian Capital (Singapore)
Singapore
$42 1 – –
PWMG
622
Private Wealth Management Group
New Jersey
$42 1 +1 New
M
623
MOTCO
Texas
$41 1 – –
Balyasny Asset Management
624
Balyasny Asset Management
Illinois
– – -3,077,844 Closed
Los Angeles Capital Management
625
Los Angeles Capital Management
California
– – -861,835 Closed
23 24
25
26 27