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United Airlines

636 hedge funds and large institutions have $11.8B invested in United Airlines in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 209 increasing their positions, 197 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

23% more capital invested

Capital invested by funds: $9.59B → $11.8B (+$2.22B)

14% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 91

4.37% more ownership

Funds ownership: 70.83%75.19% (+4.4%)

1% more funds holding

Funds holding: 629636 (+7)

6% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 197

46% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $2.01B

Holders
636
Holders Change
+7
Holders Change %
+1.11%
% of All Funds
9.16%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
104
Increased
209
Reduced
197
Closed
91
Calls
$1.08B
Puts
$2.01B
Net Calls
-$930M
Net Calls Change
+$499M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B -$12.2M -283,843 -0.8%
Primecap Management
2
Primecap Management
California
$1.13B +$14.9M +347,765 +1%
Capital International Investors
3
Capital International Investors
California
$886M +$18.4M +429,501 +2%
BlackRock
4
BlackRock
New York
$856M -$143M -3,344,021 -16%
Capital World Investors
5
Capital World Investors
California
$542M +$355K +8,283 +0.1%
State Street
6
State Street
Massachusetts
$489M +$4.05M +94,527 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$380M +$14.6M +341,022 +5%
Morgan Stanley
8
Morgan Stanley
New York
$297M -$111M -2,587,124 -29%
Invesco
9
Invesco
Georgia
$292M +$40.2M +937,238 +18%
PCM
10
PAR Capital Management
Massachusetts
$218M +$100M +2,335,650 +105%
Millennium Management
11
Millennium Management
New York
$212M +$147M +3,420,701 +337%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$208M +$8.34M +194,619 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$194M -$6.84M -159,575 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$187M -$33.8M -789,211 -17%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$178M -$2.04M -47,601 -1%
Ameriprise
16
Ameriprise
Minnesota
$166M +$123M +2,875,565 +479%
LSV Asset Management
17
LSV Asset Management
Illinois
$156M -$6.64M -155,051 -5%
USGIU
18
U.S. Global Investors (USGI)
Texas
$152M -$42.3M -986,078 -24%
Goldman Sachs
19
Goldman Sachs
New York
$138M +$54.8M +1,278,874 +79%
Barclays
20
Barclays
United Kingdom
$116M +$68.7M +1,603,690 +198%
Northern Trust
21
Northern Trust
Illinois
$113M -$3.31M -77,349 -3%
IP
22
Interval Partners
New York
$103M +$92.5M +2,158,604 New
Charles Schwab
23
Charles Schwab
California
$103M +$18.5M +432,014 +25%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$99.8M +$89.3M +2,084,958 New
UBS Group
25
UBS Group
Switzerland
$96.4M +$52.7M +1,230,058 +157%

UAL Hedge Fund Activity: Q1 2024 in Review

636 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q1 2024, worth a combined $11.8B — up 23% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new UAL positions and 91 closed out — a net gain of 13 holders — while 209 added to existing stakes and 197 trimmed.

The largest buyer was Millennium Management, adding an estimated $147M. The largest seller was BlackRock, cutting an estimated $143M.

  • 636 institutional investors held United Airlines (UAL) as of Q1 2024, up from 629 in Q4 2023.
  • Funds reported $11.8B of United Airlines stock for Q1 2024, up 23% quarter-over-quarter.
  • 104 funds opened new United Airlines positions in Q1 2024 and 91 closed out, a net change of +13 holders.
  • The largest United Airlines buyer in Q1 2024 was Millennium Management, an estimated $147M added.
  • The largest United Airlines seller in Q1 2024 was BlackRock, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2024.