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Wheels Up
202 hedge funds and large institutions have $125M invested in Wheels Up in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
748% more call options, than puts
Call options by funds: $568K | Put options by funds: $67K
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
2% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 45
0% more funds holding
Funds holding: 201 → 202 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 0.26% → 0.24% (-0.01%)
15% less capital invested
Capital invested by funds: $146M → $125M (-$21.5M)
Holders
202
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
46
Reduced
45
Closed
33
Calls
$568K
Puts
$67K
Net Calls
+$501K
Net Calls Change
-$15K
Top Buyers
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$5.44M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.87M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2.37M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.51M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$851K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
226
WealthSource Partners
San Luis Obispo,
California
| – | -$15K | -66 | Closed |
|
227
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$15K | -64 | Closed |
|
228
Walleye Capital
New York
| – | -$14K | -60 | Closed |
|
229
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$13K | -57 | Closed |
|
|
MVP
230
Miller Value Partners
Sarasota,
Florida
| – | -$11K | -50 | Closed |
|
231
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$8K | -36 | Closed |
|
|
WWMSC
232
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$1K | -3 | Closed |
|
233
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$258 | -1 | Closed |
|
|
NA
234
NewEdge Advisors
New Orleans,
Louisiana
| – | +$258 | +1 | New |
|
|
CG
235
Cutler Group
San Francisco,
California
| – | +$516 | +2 | New |
|