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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
Deutsche Bank
76
Deutsche Bank
Germany
$13.4M +$882K +18,678 +8%
Axa
77
Axa
France
$13.1M -$2.34M -49,600 -17%
American Century Companies
78
American Century Companies
Missouri
$13M -$37.2K -787 -0.3%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$12.9M
RJA
80
Raymond James & Associates
Florida
$12.8M -$177K -3,750 -2%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M +$249K +5,265 +2%
CGIM
82
Capital Group Investment Management
Singapore
$12.4M
JF
83
Jump Financial
Illinois
$12.3M +$10.6M +225,002 New
Russell Investments Group
84
Russell Investments Group
United Kingdom
$11.6M +$430K +9,113 +5%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$11.4M +$1.86M +39,330 +23%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.9M -$332K -7,027 -3%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$10.5M +$8.13M +172,267 +925%
Squarepoint
88
Squarepoint
New York
$10.5M -$3.89M -82,456 -30%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$10.4M -$61.9K -1,311 -0.7%
EAM
90
Eagle Asset Management
Florida
$10.3M +$649K +13,738 +8%
GIA
91
Gateway Investment Advisers
Ohio
$10.1M -$1.56K -33 -0%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$9.51M +$3.67M +77,631 +81%
SGL
93
Sonic GP LLC
Hawaii
$9.43M
UBS AM
94
UBS AM
Illinois
$9.39M
CAM
95
ClariVest Asset Management
California
$9.31M -$1.5M -31,700 -16%
LPL Financial
96
LPL Financial
California
$8.81M +$453K +9,597 +6%
Victory Capital Management
97
Victory Capital Management
Texas
$8.53M -$828K -17,527 -10%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$8.37M +$835K +17,687 +13%
Creative Planning
99
Creative Planning
Kansas
$8.33M +$1.04M +22,010 +17%
CCM
100
Cinctive Capital Management
New York
$8.3M +$7.14M +151,231 New

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.