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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
ProShare Advisors
151
ProShare Advisors
Maryland
$3.28M +$111K +2,204 +3%
Stifel Financial
152
Stifel Financial
Missouri
$3.23M +$100K +1,985 +3%
California State Teachers Retirement System (CalSTRS)
153
California State Teachers Retirement System (CalSTRS)
California
$3.18M -$1.82M -35,998 -32%
JFG
154
Jefferies Financial Group
New York
$3.17M +$805K +15,921 +27%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$3.14M -$19.2K -380 -0.5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$3.12M +$331K +6,548 +10%
Wealthfront Advisers
157
Wealthfront Advisers
California
$3.02M +$1.24M +24,503 +52%
Canada Life
158
Canada Life
Manitoba, Canada
$2.96M -$11.4K -225 -0.3%
BBVA
159
Banco Bilbao Vizcaya Argentaria
Spain
$2.83M -$437K -8,636 -11%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$2.82M +$3.37M +66,629 New
TPSF
161
Texas Permanent School Fund
Texas
$2.81M -$101K -2,005 -3%
MAM
162
Meeder Asset Management
Ohio
$2.81M -$88.7K -1,755 -3%
HighTower Advisors
163
HighTower Advisors
Illinois
$2.8M +$1.76M +34,883 +111%
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.79M +$442K +8,747 +15%
PCIA
165
Prime Capital Investment Advisors
Kansas
$2.76M +$3.29M +65,160 New
MLM
166
Mount Lucas Management
Pennsylvania
$2.73M -$230K -4,550 -7%
Corient Private Wealth
167
Corient Private Wealth
Florida
$2.6M +$168K +3,323 +6%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$2.59M +$1.09M +21,599 +55%
OPWM
169
Oxinas Partners Wealth Management
Indiana
$2.56M -$817K -16,150 -21%
HAI
170
Hennessy Advisors Inc
California
$2.49M
LSA
171
Leonteq Securities AG
Switzerland
$2.49M +$1.86M +36,815 +168%
EP
172
Edgestream Partners
New Jersey
$2.45M +$2.44M +48,191 +494%
SPA
173
Sherbrooke Park Advisers
New York
$2.43M +$2.05M +40,621 +242%
CNB
174
Czech National Bank
Czech Republic
$2.42M +$935K +18,498 +48%
SI
175
Shaker Investments
Ohio
$2.42M -$22K -436 -0.8%

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.