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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
IFU
651
iSAM Funds (UK)
United Kingdom
-$568K -10,352 Closed
BSG
652
Black Swift Group
Colorado
-$549K -10,000 Closed
AR
653
Advisory Research
Illinois
-$517K -9,415 Closed
OC
654
Oppenheimer & Co
New York
-$382K -6,953 Closed
ZIMP
655
Zimmermann Investment Management & Planning
Pennsylvania
-$380K -6,922 Closed
OC
656
Oarsman Capital
Wisconsin
-$363K -6,612 Closed
FDS
657
First Dallas Securities
Texas
-$303K -5,530 Closed
SFI
658
Siemens Fonds Invest
Germany
-$288K -5,273 Closed
CANY
659
Caxton Associates (New York)
New York
-$288K -5,246 Closed
RMDI
660
R.M. Davis Inc
Maine
-$279K -5,087 Closed
OQS
661
Occudo Quantitative Strategies
Florida
-$275K -5,015 Closed
MFG
662
Merit Financial Group
Georgia
-$273K -4,982 Closed
DAS
663
Dynamic Advisor Solutions
Arizona
-$272K -4,953 Closed
UCFA
664
United Capital Financial Advisors
Texas
-$266K -4,841 Closed
CMBA
665
C.M. Bidwell & Associates
Hawaii
-$265K -4,825 Closed
PCS
666
Personal CFO Solutions
New Jersey
-$263K -4,794 Closed
AIA
667
Affinity Investment Advisors
California
-$262K -4,770 Closed
CWA
668
Capital Wealth Alliance
Arizona
-$257K -4,679 Closed
CGL
669
Clarius Group LLC
Washington
-$253K -4,610 Closed
SPC
670
Sigma Planning Corp
Michigan
-$248K -4,519 Closed
ACI
671
Alpha Cubed Investments
California
-$247K -4,510 Closed
EDRIA
672
Edmonds Duncan Registered Investment Advisors
Kansas
-$247K -4,509 Closed
Edgewood Management
673
Edgewood Management
Connecticut
-$247K -4,500 Closed
LIA
674
LBMC Investment Advisors
Tennessee
-$244K -4,450 Closed
VFA
675
Valeo Financial Advisors
Indiana
-$243K -4,426 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.