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United Airlines

646 hedge funds and large institutions have $12.7B invested in United Airlines in 2023 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 192 increasing their positions, 203 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

79% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 61

28% more capital invested

Capital invested by funds: $9.9B → $12.7B (+$2.82B)

7% more funds holding

Funds holding: 601646 (+45)

2.18% more ownership

Funds ownership: 68.54%70.72% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 203

54% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $2.38B

Holders
646
Holders Change
+45
Holders Change %
+7.49%
% of All Funds
10.14%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
109
Increased
192
Reduced
203
Closed
61
Calls
$1.1B
Puts
$2.38B
Net Calls
-$1.28B
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
676
Advisory Services Network
Georgia
-$312K -7,061 Closed
TSS
677
Two Sigma Securities
New York
-$332K -7,038 Closed
FIA
678
Foundations Investment Advisors
Arizona
-$310K -7,002 Closed
MWM
679
Mission Wealth Management
California
-$307K -6,927 Closed
XS
680
XR Securities
Illinois
-$324K -6,858 Closed
AAS
681
Ameritas Advisory Services
Nebraska
-$300K -6,815 Closed
SC
682
Scotia Capital
Ontario, Canada
-$286K -6,457 Closed
MCC
683
Money Concepts Capital
Florida
-$265K -5,984 Closed
BAM
684
Belpointe Asset Management
Nevada
-$221K -4,984 Closed
DS
685
DRW Securities
Illinois
-$208K -4,699 Closed
SAM
686
Sandbar Asset Management
United Kingdom
-$150K -3,386 Closed
BAMF
687
BI Asset Management Fondsmaeglerselskab
Denmark
-$137K -3,090 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
688
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$127K -2,861 Closed
KI
689
Kapitalo Investimentos
Brazil
-$112K -2,520 Closed
FCA
690
Fortis Capital Advisors
Kansas
-$89.1K -2,014 Closed
IAIM
691
International Assets Investment Management
Florida
-$76.7K -1,734 Closed
BWA
692
BDO Wealth Advisors
Florida
-$46.6K -1,052 Closed
AWM
693
Accel Wealth Management
Iowa
-$35.4K -800 Closed
QL
694
Quarry LP
New York
-$29.2K -661 Closed
DCM
695
Dupont Capital Management
Delaware
-$12.1K -274 Closed
FCG
696
Financial Connections Group
California
-$9K -206 Closed
SC
697
Schubert & Co
Texas
-$6.64K -150 Closed
ONST
698
Old North State Trust
North Carolina
-$6K -139 Closed
TWA
699
TCI Wealth Advisors
Arizona
-$5.89K -133 Closed
IG
700
ING Group
Netherlands
-$2.39K -54 Closed

UAL Hedge Fund Activity: Q2 2023 in Review

646 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q2 2023, worth a combined $12.7B — up 28% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new UAL positions and 61 closed out — a net gain of 48 holders — while 192 added to existing stakes and 203 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $131M. The largest seller was Envestnet Asset Management, cutting an estimated $96.1M.

  • 646 institutional investors held United Airlines (UAL) as of Q2 2023, up from 601 in Q1 2023.
  • Funds reported $12.7B of United Airlines stock for Q2 2023, up 28% quarter-over-quarter.
  • 109 funds opened new United Airlines positions in Q2 2023 and 61 closed out, a net change of +48 holders.
  • The largest United Airlines buyer in Q2 2023 was Citadel Advisors, an estimated $131M added.
  • The largest United Airlines seller in Q2 2023 was Envestnet Asset Management, an estimated $96.1M sold.

Based on aggregated 13F filings for Q2 2023.