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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$8.18M -173,190 -0.5%
Primecap Management
2
Primecap Management
California
$1.29B -$16.2M -342,780 -1%
Capital International Investors
3
Capital International Investors
California
$1.14B +$12.1M +255,853 +1%
BlackRock
4
BlackRock
New York
$1.02B +$87.1M +1,844,806 +11%
Capital World Investors
5
Capital World Investors
California
$655M +$80.6K +1,707 +0%
State Street
6
State Street
Massachusetts
$553M +$10.4M +221,127 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$393M +$7.26M +153,708 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$362M +$725K +15,364 +0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$272M +$131M +2,778,940 +127%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$211M -$2.19M -46,363 -1%
Morgan Stanley
11
Morgan Stanley
New York
$208M +$19.9M +420,639 +12%
Invesco
12
Invesco
Georgia
$207M +$409K +8,661 +0.2%
LSV Asset Management
13
LSV Asset Management
Illinois
$194M +$35.5M +751,791 +27%
USGIU
14
U.S. Global Investors (USGI)
Texas
$194M -$22.1M -467,208 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$144M +$18.3M +387,214 +17%
Charles Schwab
16
Charles Schwab
California
$140M -$275K -5,829 -0.2%
Northern Trust
17
Northern Trust
Illinois
$128M -$3.99M -84,527 -4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$121M +$26.9M +570,118 +35%
GC
19
GMT Capital
Georgia
$120M -$1.74M -36,800 -2%
PCM
20
PAR Capital Management
Massachusetts
$114M -$5.99M -126,800 -6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$114M +$41.7M +883,460 +74%
Jane Street
22
Jane Street
New York
$106M +$21.5M +454,364 +31%
Goldman Sachs
23
Goldman Sachs
New York
$103M +$14.6M +308,362 +20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$102M -$343K -7,258 -0.4%
Man Group
25
Man Group
United Kingdom
$95.8M +$82.5M +1,746,472 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.