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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
Creative Planning
126
Creative Planning
Kansas
$4.67M -$2.09M -41,404 -27%
CII
127
Capital International Inc
California
$4.6M -$7.06M -139,646 -56%
JAM
128
Jupiter Asset Management
United Kingdom
$4.52M +$5.4M +106,864 New
QT
129
Quantbot Technologies
New York
$4.35M -$778K -15,384 -13%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$4.05M -$20.8K -411 -0.4%
HCMT
131
Highland Capital Management (Tennessee)
Tennessee
$3.91M -$353K -6,972 -7%
MCM
132
Marsico Capital Management
Colorado
$3.9M
RC
133
RBF Capital
California
$3.83M -$354K -7,000 -7%
EAM
134
Eagle Asset Management
Florida
$3.82M -$4.96M -98,126 -52%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$3.81M -$625K -12,361 -12%
SOMRS
136
State of Michigan Retirement System
Michigan
$3.8M -$15.2K -300 -0.3%
UIM
137
USS Investment Management
United Kingdom
$3.77M +$170K +3,371 +4%
Squarepoint
138
Squarepoint
New York
$3.76M -$5.14M -101,640 -53%
CGIM
139
Capital Group Investment Management
Singapore
$3.74M -$6.97M -137,881 -61%
TCM
140
Teza Capital Management
Illinois
$3.69M +$1.33M +26,317 +43%
AIG
141
American International Group
New York
$3.67M -$102K -2,024 -2%
HPG
142
Harvest Portfolios Group
Ontario, Canada
$3.66M -$415K -8,212 -9%
SSA
143
Schonfeld Strategic Advisors
New York
$3.54M -$8.45M -167,188 -67%
TD Asset Management
144
TD Asset Management
Ontario, Canada
$3.5M -$72.7K -1,438 -2%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$3.43M +$2.56M +50,714 +167%
MIM
146
MetLife Investment Management
New Jersey
$3.43M -$107K -2,120 -3%
Truist Financial
147
Truist Financial
North Carolina
$3.41M -$338K -6,689 -8%
Vontobel Holding
148
Vontobel Holding
Switzerland
$3.41M +$23.6K +467 +0.6%
TSS
149
Two Sigma Securities
New York
$3.4M +$4.06M +80,275 New
CTC (Chicago Trading Company)
150
CTC (Chicago Trading Company)
Illinois
$3.38M -$866K -17,120 -18%

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.