We are live on ! Find out more
UAL icon

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
Marshall Wace
51
Marshall Wace
United Kingdom
$27.7M -$55.9M -1,183,894 -70%
DLA
52
Douglas Lane & Associates
New York
$26.2M +$1.05M +22,315 +5%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$25.6M +$18.5M +392,855 +532%
Bank of America
54
Bank of America
North Carolina
$25.1M -$10M -212,146 -32%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$24M -$96.1M -2,034,915 -82%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$22.9M -$10.2M -215,822 -34%
AllianceBernstein
57
AllianceBernstein
Tennessee
$22.7M -$9.59M -203,024 -33%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$21.8M +$1.24M +26,179 +7%
SO
59
STRS Ohio
Ohio
$21.6M +$95.5K +2,023 +0.5%
Principal Financial Group
60
Principal Financial Group
Iowa
$20.7M -$1.14M -24,076 -6%
Amundi
61
Amundi
France
$20.1M +$7.93M +167,896 +85%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$20M -$133K -2,819 -0.8%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$20M -$5.48M -116,069 -24%
CSS
64
Cubist Systematic Strategies
Connecticut
$19.7M +$16.4M +348,212 +3,344%
Massachusetts Financial Services
65
Massachusetts Financial Services
Massachusetts
$18.5M +$6.31M +133,682 +66%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$18.2M -$1.2M -25,455 -7%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$17.9M -$23.6K -500 -0.2%
ECM
68
ExodusPoint Capital Management
New York
$17.9M +$8.64M +183,044 +129%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$15.9M -$412K -8,730 -3%
Wells Fargo
70
Wells Fargo
California
$15.8M +$138K +2,916 +1%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$15.5M -$1.05M -22,244 -7%
CS
72
Clear Street
New York
$14.3M +$12.3M +261,200 New
Ameriprise
73
Ameriprise
Minnesota
$14M +$215K +4,558 +2%
SSA
74
Schonfeld Strategic Advisors
New York
$13.8M +$11.2M +237,262 +1,741%
CII
75
Capital International Inc
California
$13.6M -$500K -10,598 -4%

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.