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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
DTL
676
Dynamic Technology Lab
Singapore
-$243K -4,420 Closed
AF
677
Affiance Financial
Minnesota
-$240K -4,375 Closed
Fisher Asset Management
678
Fisher Asset Management
Washington
-$240K -4,371 Closed
FMAEN1
679
Fund Management at Engine No 1
California
-$234K -4,270 Closed
BSW
680
Buckingham Strategic Wealth
Missouri
-$231K -4,209 Closed
MCCA
681
Mill Creek Capital Advisors
Pennsylvania
-$231K -4,203 Closed
EGA
682
E&G Advisors
Texas
-$230K -4,200 Closed
DA
683
Doliver Advisors
Texas
-$225K -4,102 Closed
SBIA
684
Sheaff Brock Investment Advisors
Indiana
-$222K -4,050 Closed
ASA
685
Armstrong Shaw Associates
Connecticut
-$219K -4,000 Closed
KCM
686
KLK Capital Management
California
-$219K -4,000 Closed
DADC
687
D.A. Davidson & Co
Montana
-$219K -3,999 Closed
LNWWM
688
Laird Norton Wetherby Wealth Management
California
-$212K -3,872 Closed
OTL
689
Oak Thistle LLC
New York
-$212K -3,867 Closed
CAMG
690
CWA Asset Management Group
Florida
-$212K -3,855 Closed
LNC
691
Lincoln National Corp
Pennsylvania
-$211K -3,838 Closed
PA
692
Profund Advisors
Maryland
-$209K -3,815 Closed
AWM
693
Act Wealth Management
Texas
-$208K -3,784 Closed
GFA
694
Gallagher Fiduciary Advisors
Illinois
-$200K -3,650 Closed
MGIA
695
Moneta Group Investment Advisors
Missouri
-$200K -3,647 Closed
WP
696
WealthPLAN Partners
Nebraska
-$139K -2,532 Closed
O
697
Ossiam
France
-$134K -2,445 Closed
BAM
698
Bosun Asset Management
Illinois
-$110K -2,000 Closed
IGWM
699
ICA Group Wealth Management
Colorado
-$95.8K -1,746 Closed
2L
700
25 LLC
Missouri
-$65.4K -1,184 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.