We are live on ! Find out more
UAL icon

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
WAM
176
Wakefield Asset Management
Colorado
$3.15M -$60.7K -1,286 -2%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.14M +$83.9K +1,777 +3%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$2.82M +$160K +3,399 +7%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$2.81M +$99.8K +2,114 +4%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$2.81M -$2.01M -42,603 -45%
YCM
181
Yousif Capital Management
Michigan
$2.74M +$34.3K +726 +1%
EGM
182
Engineers Gate Manager
New York
$2.73M +$2.35M +49,812 New
SP
183
Symmetry Partners
Connecticut
$2.72M +$1.77M +37,465 +309%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$2.63M +$1.88M +39,880 +477%
MOACM
185
Mutual of America Capital Management
New York
$2.6M +$17.9K +380 +0.8%
MFS
186
Mirabella Financial Services
United Kingdom
$2.59M +$2M +42,323 +860%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$2.59M -$21.6K -457 -1%
Wealthfront Advisers
188
Wealthfront Advisers
California
$2.58M +$14K +296 +0.6%
CIS
189
Capital International Sarl
California
$2.57M -$88.6K -1,876 -4%
APF
190
Alaska Permanent Fund
Alaska
$2.53M +$2.18M +46,200 New
NYLIM
191
New York Life Investment Management
New York
$2.5M +$8.92K +189 +0.4%
CCM
192
Cobalt Capital Management
New Jersey
$2.47M -$6.14M -130,000 -74%
Macquarie Group
193
Macquarie Group
Australia
$2.45M +$370K +7,846 +21%
Sumitomo Mitsui Trust Group
194
Sumitomo Mitsui Trust Group
Japan
$2.44M +$794K +16,805 +61%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$2.38M -$87.9K -1,861 -4%
RJT
196
Raymond James Trust
Florida
$2.34M +$1.8M +38,166 +838%
X
197
Xponance
Pennsylvania
$2.31M -$3.31K -70 -0.2%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$2.31M +$1.3M +27,515 +188%
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$2.29M -$929K -19,677 -32%
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$2.26M +$1.94M +41,175 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.