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United Airlines

601 hedge funds and large institutions have $9.9B invested in United Airlines in 2023 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 181 increasing their positions, 201 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

26% more capital invested

Capital invested by funds: $7.88B → $9.9B (+$2.02B)

5% more funds holding

Funds holding: 575601 (+26)

4.16% more ownership

Funds ownership: 64.38%68.54% (+4.2%)

10% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 201

54% less call options, than puts

Call options by funds: $872M | Put options by funds: $1.9B

Holders
601
Holders Change
+26
Holders Change %
+4.52%
% of All Funds
9.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
108
Increased
181
Reduced
201
Closed
70
Calls
$872M
Puts
$1.9B
Net Calls
-$1.03B
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$37.8M +789,662 +2%
Primecap Management
2
Primecap Management
California
$1.06B -$7.91M -165,040 -0.7%
Capital International Investors
3
Capital International Investors
California
$904M +$402M +8,385,262 +70%
BlackRock
4
BlackRock
New York
$742M -$21.7M -453,478 -3%
Capital World Investors
5
Capital World Investors
California
$528M +$572M +11,927,495 New
State Street
6
State Street
Massachusetts
$437M -$11.8M -246,490 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$310M +$7.03M +146,791 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$291M +$79.3M +1,654,181 +34%
USGIU
9
U.S. Global Investors (USGI)
Texas
$177M -$59M -1,230,658 -24%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$172M -$2.64M -55,166 -1%
Invesco
11
Invesco
Georgia
$166M -$17.8M -371,448 -9%
Morgan Stanley
12
Morgan Stanley
New York
$149M -$16.1M -336,475 -9%
LSV Asset Management
13
LSV Asset Management
Illinois
$124M -$8.36M -174,461 -6%
Charles Schwab
14
Charles Schwab
California
$113M +$27.2K +568 +0%
Northern Trust
15
Northern Trust
Illinois
$107M -$1.66M -34,553 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$98.7M +$35M +731,423 +49%
GC
17
GMT Capital
Georgia
$98M +$106M +2,214,700 New
PCM
18
PAR Capital Management
Massachusetts
$97.4M -$4.78M -99,800 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$96.7M +$75M +1,566,083 +252%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$82.6M +$1.18M +24,625 +1%
Marshall Wace
21
Marshall Wace
United Kingdom
$74.7M +$80.9M +1,688,006 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$72M -$45.4M -947,445 -37%
Goldman Sachs
23
Goldman Sachs
New York
$69.1M -$7.84M -163,683 -9%
Jane Street
24
Jane Street
New York
$65M +$36.6M +762,916 +108%
Renaissance Technologies
25
Renaissance Technologies
New York
$62.3M -$221M -4,616,963 -77%