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United Airlines

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: 646621 (-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: 144 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SGL
101
Sonic GP LLC
Hawaii
$7.27M
LPL Financial
102
LPL Financial
California
$7.01M +$263K +5,211 +3%
QIM
103
Quantitative Investment Management
Virginia
$6.99M +$8.35M +165,167 New
Victory Capital Management
104
Victory Capital Management
Texas
$6.95M +$449K +8,879 +6%
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$6.82M +$437K +8,634 +6%
CAM
106
ClariVest Asset Management
California
$6.7M -$568K -11,226 -7%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$6.44M +$247K +4,880 +3%
CCM
108
Cobalt Capital Management
New Jersey
$6.34M +$5.31M +105,000 +233%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$6.33M +$37.7K +746 +0.5%
N
110
Natixis
France
$6.13M +$7.33M +144,996 New
SGI
111
Summit Global Investments
Utah
$6.1M +$668K +13,211 +10%
ONB
112
Old National Bancorp
Indiana
$5.94M +$30.6K +605 +0.4%
SEI Investments
113
SEI Investments
Pennsylvania
$5.83M +$387K +7,655 +6%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$5.81M +$6.94M +137,268 New
CWM
115
Calamos Wealth Management
Illinois
$5.63M +$2.72M +53,743 +68%
Osaic Holdings
116
Osaic Holdings
Arizona
$5.55M +$1.27M +25,199 +24%
EF
117
Empowered Funds
Pennsylvania
$5.4M +$6.25M +123,597 +3,009%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$5.15M +$5.26M +104,100 +588%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$5.11M +$1.34M +26,453 +28%
AB
120
Amalgamated Bank
New York
$4.98M +$1.81M +35,848 +44%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$4.91M -$139K -2,742 -2%
EGM
122
Engineers Gate Manager
New York
$4.89M +$3.33M +65,797 +132%
SCM
123
Saba Capital Management
New York
$4.86M +$5.81M +115,000 New
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$4.83M +$1.51M +29,840 +35%
CCM
125
Cinctive Capital Management
New York
$4.74M -$1.98M -39,083 -26%

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.