Wheels Up
207 hedge funds and large institutions have $125M invested in Wheels Up in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.3% less ownership
Funds ownership: 5.2% → 4.9% (-0.3%)
11% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 54
15% less capital invested
Capital invested by funds: $146M → $125M (-$21.5M)
Holders
207
Holding in Top 10
1
Calls
$568K
Puts
$67K
Top Buyers
| 1 | +$1.65M | |
| 2 | +$1.48M | |
| 3 | +$796K | |
| 4 |
First Eagle Investment Management
New York
|
+$474K |
| 5 |
Morgan Stanley
New York
|
+$332K |
Top Sellers
| 1 | -$4.34M | |
| 2 | -$2.29M | |
| 3 | -$1.89M | |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.51M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$851K |