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United Airlines

669 hedge funds and large institutions have $12.6B invested in United Airlines in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 198 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $11.8B → $12.6B (+$762M)

5% more funds holding

Funds holding: 636669 (+33)

3.33% more ownership

Funds ownership: 75.19%78.52% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

5% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 209

35% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.87B

Holders
669
Holders Change
+33
Holders Change %
+5.19%
% of All Funds
9.66%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
113
Increased
198
Reduced
209
Closed
74
Calls
$1.21B
Puts
$1.87B
Net Calls
-$655M
Net Calls Change
+$275M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
651
Caitlin John
Michigan
$681
CFS
652
CGC Financial Services
Oregon
$681
ECM
653
Everence Capital Management
Indiana
$672
OA
654
Operose Advisors
Wisconsin
$633
GFPC
655
Global Financial Private Client
Florida
$584
ADL
656
Asset Dedication LLC
California
$536
DWA
657
Delos Wealth Advisors
Texas
$536
HWP
658
Highline Wealth Partners
California
$535
RWM
659
Ruedi Wealth Management
Illinois
$535 +$554 +11 New
HCM
660
Hollencrest Capital Management
California
$487 -$30.9K -614 -98%
GI
661
Gradient Investments
Minnesota
$438 +$453 +9 New
VCM
662
Versant Capital Management
Arizona
$292
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$292 +$302 +6 New
JPWM
664
Jamison Private Wealth Management
Georgia
$244
CTWM
665
Cherry Tree Wealth Management
Minnesota
$195
MSG
666
Main Street Group
Virginia
$145
BFS
667
Bare Financial Services
Pennsylvania
$91 +$101 +2 New
PCMC
668
Planning Capital Management Corporation
Pennsylvania
$49 +$50 +1 New
NM
669
NWI Management
New York
-$11.3M -235,000 Closed
N
670
Natixis
France
-$11.5M -229,104 Closed
GIA
671
Gateway Investment Advisers
Ohio
-$8.77M -183,191 Closed
Nomura Holdings
672
Nomura Holdings
Japan
-$8.76M -174,031 Closed
ECM
673
Element Capital Management
New York
-$5.4M -112,711 Closed
AIG
674
American International Group
New York
-$4.11M -85,772 Closed
HAI
675
Hennessy Advisors Inc
California
-$4.06M -84,800 Closed

UAL Hedge Fund Activity: Q2 2024 in Review

669 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2024, worth a combined $12.6B — up 6.5% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new UAL positions and 74 closed out — a net gain of 39 holders — while 198 added to existing stakes and 209 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $424M. The largest seller was Millennium Management, cutting an estimated $193M.

  • 669 institutional investors held United Airlines (UAL) as of Q2 2024, up from 636 in Q1 2024.
  • Funds reported $12.6B of United Airlines stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 113 funds opened new United Airlines positions in Q2 2024 and 74 closed out, a net change of +39 holders.
  • The largest United Airlines buyer in Q2 2024 was Sanders Capital, an estimated $424M added.
  • The largest United Airlines seller in Q2 2024 was Millennium Management, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.