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United Airlines
UAL

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: 646 → 621 (-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: 14 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$107M
2
Renaissance Technologies
Renaissance Technologies
New York
+$100M
3
Millennium Management
Millennium Management
New York
+$62.9M
4
Invesco
Invesco
Georgia
+$44.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$44.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$156M
2
Man Group
Man Group
United Kingdom
-$88.3M
3
Jane Street
Jane Street
New York
-$74M
4
Capital International Investors
Capital International Investors
California
-$73.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
701
Global Trust Asset Management
Florida
– -$32.9K -600 Closed
CFO
702
CVA Family Office
Colorado
– -$31.1K -566 Closed
AWM
703
Ameliora Wealth Management
Switzerland
– -$27.4K -500 Closed
DGAM
704
Desjardins Global Asset Management
Quebec, Canada
– -$27K -492 Closed
SF
705
Safeguard Financial
Wisconsin
– -$13K -239 Closed
HS
706
Horan Securities
United States
– -$11K -200 Closed
WAM
707
Worth Asset Management
Texas
– -$8.23K -150 Closed
OAJ
708
Ogorek Anthony Joseph
New York
– -$5K -100 Closed
WAS
709
Winch Advisory Services
Wisconsin
– -$3K -50 Closed
DI
710
Disciplined Investments
Oklahoma
– -$2.41K -44 Closed
FMB
711
Field & Main Bank
Kentucky
– -$1.92K -35 Closed
FA
712
Fiduciary Alliance
South Carolina
– -$878 -16 Closed
25 26 27 28
29

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.