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United Airlines

576 hedge funds and large institutions have $11.6B invested in United Airlines in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 199 increasing their positions, 153 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 82

36% more capital invested

Capital invested by funds: $8.56B → $11.6B (+$3.07B)

30% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 153

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 551576 (+25)

0% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.7B

4.1% less ownership

Funds ownership: 67.64%63.54% (-4.1%)

Holders
576
Holders Change
+25
Holders Change %
+4.54%
% of All Funds
10.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
112
Increased
199
Reduced
153
Closed
82
Calls
$1.7B
Puts
$1.7B
Net Calls
-$3.08M
Net Calls Change
+$241M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$109M +2,227,384 +7%
Primecap Management
2
Primecap Management
California
$1.58B -$50.3M -1,029,519 -4%
BlackRock
3
BlackRock
New York
$982M +$74.8M +1,531,364 +10%
State Street
4
State Street
Massachusetts
$567M +$26.9M +550,301 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$542M +$125M +2,556,394 +37%
USGIU
6
U.S. Global Investors (USGI)
Texas
$442M +$73.4M +1,503,716 +24%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$317M +$27.2M +556,693 +11%
PCM
8
PAR Capital Management
Massachusetts
$288M -$100M -2,055,291 -29%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$248M -$3.13M -64,178 -1%
ACM
10
Altimeter Capital Management
Massachusetts
$239M -$31.8M -652,000 -14%
Capital World Investors
11
Capital World Investors
California
$228M +$89.2M +1,826,315 +86%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$203M -$47.3M -968,457 -22%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$189M +$22.1M +452,171 +16%
LSV Asset Management
14
LSV Asset Management
Illinois
$183M -$17.8M -363,589 -10%
Northern Trust
15
Northern Trust
Illinois
$155M +$5.32M +108,891 +4%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$152M -$12M -246,361 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$151M +$109M +2,221,929 +542%
Morgan Stanley
18
Morgan Stanley
New York
$136M +$33.5M +685,285 +41%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$136M +$5.33M +109,199 +5%
Charles Schwab
20
Charles Schwab
California
$123M +$9.92M +203,056 +10%
Invesco
21
Invesco
Georgia
$119M +$8.02M +164,137 +9%
Goldman Sachs
22
Goldman Sachs
New York
$109M -$21.4M -438,277 -19%
Citadel Advisors
23
Citadel Advisors
Florida
$92.3M +$43.6M +892,451 +126%
Citigroup
24
Citigroup
New York
$84.1M +$34.4M +705,137 +93%
Jane Street
25
Jane Street
New York
$81.7M -$4.54M -93,036 -6%