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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B -$29.9M -590,656 -2%
Primecap Management
2
Primecap Management
California
$993M -$4.7M -92,995 -0.4%
Capital International Investors
3
Capital International Investors
California
$814M -$73.2M -1,447,050 -7%
BlackRock
4
BlackRock
New York
$804M +$21M +415,846 +2%
Capital World Investors
5
Capital World Investors
California
$505M +$312K +6,180 +0.1%
State Street
6
State Street
Massachusetts
$418M -$10.4M -205,426 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$312M +$9.99M +197,581 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$226M -$63.6M -1,257,093 -19%
Invesco
9
Invesco
Georgia
$197M +$44.8M +885,199 +24%
Newport Trust Company
10
Newport Trust Company
District of Columbia
$161M -$2.23M -44,161 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$153M +$100M +1,977,196 +121%
LSV Asset Management
12
LSV Asset Management
Illinois
$145M -$5.47M -108,200 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$141M +$36.1M +713,650 +27%
Morgan Stanley
14
Morgan Stanley
New York
$140M -$25M -493,897 -13%
USGIU
15
U.S. Global Investors (USGI)
Texas
$133M -$19M -375,493 -11%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$130M +$107M +2,125,889 +223%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$125M +$44.5M +880,425 +42%
Northern Trust
18
Northern Trust
Illinois
$102M +$4.04M +79,881 +3%
GC
19
GMT Capital
Georgia
$94.3M +$2.57M +50,900 +2%
Millennium Management
20
Millennium Management
New York
$89.6M +$62.9M +1,244,044 +142%
PCM
21
PAR Capital Management
Massachusetts
$87.7M
Citadel Advisors
22
Citadel Advisors
Florida
$79.7M -$156M -3,081,809 -62%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$76.9M -$2.06M -40,785 -2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$75M +$794K +15,709 +0.9%
Goldman Sachs
25
Goldman Sachs
New York
$73.1M -$7.17M -141,752 -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.