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Wheels Up

89 hedge funds and large institutions have $1.07B invested in Wheels Up in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 34 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
13
Reduced
16
Closed
34
Calls
$535K
Puts
$1.13M
Net Calls
-$596K
Net Calls Change
-$130K
Name Market Value Shares Shares
Change
Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$103K 54,400 +54,400 New
CF
27
Corebridge Financial
Texas
$91.7K 48,252 +48,252 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$89.2K 47,217
Victory Capital Management
29
Victory Capital Management
Texas
$84.3K 44,593 -511 -1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$83K 43,904 +37,044 +540%
Deutsche Bank
31
Deutsche Bank
Germany
$82.3K 43,535 +43,535 New
Invesco
32
Invesco
Georgia
$81.8K 43,279 +43,279 New
Bank of America
33
Bank of America
North Carolina
$81K 42,866 -59,158 -58%
Barclays
34
Barclays
United Kingdom
$58K 30,407 -161,593 -84%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$57.8K 30,582 +30,582 New
Wells Fargo
36
Wells Fargo
California
$56.5K 29,916 +28,553 +2,095%
AllianceBernstein
37
AllianceBernstein
Tennessee
$50.5K 26,730 +26,730 New
ACP
38
Arcus Capital Partners
Georgia
$46.3K 24,495
MIM
39
MetLife Investment Management
New Jersey
$46.1K 24,392 +24,392 New
CS
40
Capital Square
Tennessee
$45.7K 14,140
CIA
41
Compass Ion Advisors
Pennsylvania
$44.7K 15,562
LPL Financial
42
LPL Financial
California
$40.4K 21,400 -1,903 -8%
MP
43
MSD Partners
New York
$37.8K 20,000
CIBC Asset Management
44
CIBC Asset Management
Ontario, Canada
$37K 19,555 +19,555 New
Citigroup
45
Citigroup
New York
$36.9K 19,518 -157,202 -89%
Jane Street
46
Jane Street
New York
$35.5K 18,761 -21,186 -53%
AAS
47
Annex Advisory Services
Wisconsin
$34.9K 18,471
UI
48
Unconventional Investor
New Hampshire
$31.5K 16,666
VF
49
Virtu Financial
New York
$31K 16,289 +16,289 New
AGAM
50
Audent Global Asset Management
California
$30.6K 16,209 +16,209 New