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United Airlines

636 hedge funds and large institutions have $11.8B invested in United Airlines in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $9.59B → $11.8B (+$2.22B)

14% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 91

4.37% more ownership

Funds ownership: 70.83%75.19% (+4.4%)

1% more funds holding

Funds holding: 629636 (+7)

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

46% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $2.01B

Holders
636
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
9.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
104
Increased
209
Reduced
197
Closed
91
Calls
$1.08B
Puts
$2.01B
Net Calls
-$930M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
Montag & Associates
Georgia
-$21.2K -515 Closed
FWM
702
Focused Wealth Management
New York
-$16.5K -400 Closed
GWS
703
Glassman Wealth Services
Virginia
-$12.3K -299 Closed
NFA
704
Northwest Financial Advisors
Virginia
-$6.19K -150 Closed
GI
705
Gradient Investments
Minnesota
-$4.75K -115 Closed
CLOS
706
Compagnie Lombard Odier SCmA
Switzerland
-$4.54K -110 Closed
TWM
707
Tradition Wealth Management
Minnesota
-$5K -110 Closed
MSWM
708
McGlone Suttner Wealth Management
Wisconsin
-$4.33K -105 Closed
BCWM
709
Bartlett & Co Wealth Management
Ohio
-$4.2K -100 Closed
HF
710
Halpern Financial
Virginia
-$3.95K -100 Closed
NC
711
NewSquare Capital
Pennsylvania
-$3.84K -93 Closed
AWM
712
Able Wealth Management
New Jersey
-$3.75K -91 Closed
WCM
713
Winthrop Capital Management
Indiana
-$3.26K -79 Closed
RIM
714
Rockbridge Investment Management
New York
-$3.22K -78 Closed
WT
715
Whittier Trust
California
-$3.22K -78 Closed
LF
716
Lee Financial
Texas
-$2.1K -51 Closed
CTA
717
Colonial Trust Advisors
South Carolina
-$1.73K -42 Closed
TVAMP
718
Tennessee Valley Asset Management Partners
Tennessee
-$1.53K -37 Closed
SA
719
Scarborough Advisors
Maryland
-$1.28K -31 Closed
BMC
720
Bear Mountain Capital
Washington
-$973 -25 Closed
MFT
721
Moisand Fitzgerald Tamayo
Florida
-$1.03K -25 Closed
AssetMark Inc
722
AssetMark Inc
California
-$536 -13 Closed
AIC
723
Archer Investment Corporation
Indiana
-$413 -10 Closed
GCS
724
Gordian Capital (Singapore)
Singapore
-$42 -1 Closed
M
725
MOTCO
Texas
-$41 -1 Closed

UAL Hedge Fund Activity: Q1 2024 in Review

636 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2024, worth a combined $11.8B — up 23% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new UAL positions and 91 closed out — a net gain of 13 holders — while 209 added to existing stakes and 197 trimmed.

The largest buyer was Millennium Management, adding an estimated $147M. The largest seller was BlackRock, cutting an estimated $143M.

  • 636 institutional investors held United Airlines (UAL) as of Q1 2024, up from 629 in Q4 2023.
  • Funds reported $11.8B of United Airlines stock for Q1 2024, up 23% quarter-over-quarter.
  • 104 funds opened new United Airlines positions in Q1 2024 and 91 closed out, a net change of +13 holders.
  • The largest United Airlines buyer in Q1 2024 was Millennium Management, an estimated $147M added.
  • The largest United Airlines seller in Q1 2024 was BlackRock, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2024.