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United Airlines
UAL

Overview Fund Activity

848 hedge funds and large institutions have $28.2B invested in United Airlines in 2024 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 242 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+200
Holders Change %
+30.86%
% of All Funds
11.29%
Holding in Top 10
30
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+100%
% of All Funds
0.4%
New
270
Increased
242
Reduced
231
Closed
59
Calls
$3.4B
Puts
$3.91B
Net Calls
-$507M
Net Calls Change
-$225M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
$1.34B
2
Boston Partners
Boston Partners
Massachusetts
$324M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$706M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$419M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$259M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$208M
2
SPC
Slate Path Capital
New York
$195M
3
Invesco
Invesco
Georgia
$359M
4
Amundi
Amundi
France
$42.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
801
Pacific Center for Financial Services
California
$3.42K – – –
PWA
802
Physician Wealth Advisors
Utah
$3.4K +$3.4K +35 New
KBFS
803
Kohmann Bosshard Financial Services
Ohio
$3.2K +$3.2K +33 New
AP
804
Aspect Partners
Virginia
$3.11K – – –
CCA
805
Criterion Capital Advisors
Tennessee
$3.07K – – –
GFPC
806
Global Financial Private Client
Florida
$3.01K +$1.85K +19 +158%
WAM
807
WFA Asset Management
Wisconsin
$2.91K – – –
PFA
808
Pathway Financial Advisers
Indiana
$2.91K – – –
WCM
809
WealthTrak Capital Management
Virginia
$2.53K +$2.53K +26 New
GIA
810
GHP Investment Advisors
Colorado
$2.43K – – –
WWM
811
Wolff Wiese Magana
California
$2.43K – – –
PWMG
812
Prestige Wealth Management Group
New Jersey
$2.33K – – –
Kayne Anderson Rudnick Investment Management
813
Kayne Anderson Rudnick Investment Management
California
$2.05K -$9.95K -102 -83%
BHWM
814
Beaird Harris Wealth Management
Texas
$1.94K – – –
MBFW
815
Morton Brown Family Wealth
Pennsylvania
$1.94K – – –
CSWM
816
Cassady Schiller Wealth Management
Ohio
$1.94K +$1.94K +20 New
TCA
817
Trifecta Capital Advisors
Illinois
$1.85K – – –
ZRP
818
Zynergy Retirement Planning
New Jersey
$1.71K – – –
CAS
819
Coppell Advisory Solutions
Texas
$1.67K – – –
NC
820
NewSquare Capital
Pennsylvania
$1.65K +$1.65K +17 New
LAM
821
Lummis Asset Management
Texas
$1.46K -$583 -6 -29%
CFS
822
CGC Financial Services
Oregon
$1.36K – – –
CJ
823
Caitlin John
Michigan
$1.36K – – –
PWM
824
Parkworth Wealth Management
California
$1.17K +$1.17K +12 New
BFPW
825
BOK Financial Private Wealth
Colorado
$1.07K +$1.07K +11 New
31 32
33
34 35