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Wheels Up
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Overview Fund Activity

75 hedge funds and large institutions have $159M invested in Wheels Up in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, increasing their positions, 10 reducing their positions, and 29 closing their positions.

Holders
75
Holders Change
+35
Holders Change %
+87.5%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
–
Reduced
10
Closed
29
Calls
$590K
Puts
–
Net Calls
+$590K
Net Calls Change
-$3.72M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$21.6M
2
WCM
2
Woodson Capital Management
Connecticut
$15M
3
TCM
3
TimesSquare Capital Management
New York
$13M
4
WAM
4
Weiss Asset Management
Massachusetts
$7.59M
5
EPC
5
Emerson Point Capital
New York
$7.23M

Top Sellers

1
RIA
1
RP Investment Advisors
Ontario, Canada
$0
2
JGC
2
J. Goldman & Co
New York
$0
3
LA
3
Linden Advisors
New York
$0
4
FTCM
4
Fir Tree Capital Management
New York
$0
5
PC
5
Periscope Capital
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$200K 20,000 +20,000 New
CS
52
Credit Suisse
Switzerland
$198K 19,765 +19,765 New
FANJ
53
Financial Architects (New Jersey)
New Jersey
$193K 19,285 +19,285 New
WAM
54
Wolverine Asset Management
Illinois
$172K 17,234 +17,234 New
WS
55
Wedbush Securities
California
$160K 16,000 +16,000 New
SC
56
Scotia Capital
Ontario, Canada
$151K 15,134 +15,134 New
WDC
57
Woodward Diversified Capital
California
$128K 12,797 +12,797 New
SC
58
Solstein Capital
California
$127K 12,670 +12,670 New
KAS
59
Kestra Advisory Services
Texas
$113K 11,274 +11,274 New
HighTower Advisors
60
HighTower Advisors
Illinois
$102K 10,220 +10,220 New
HH
61
Hilltop Holdings
Texas
$100K 10,000 +10,000 New
FWM
62
Focused Wealth Management
New York
$60K 6,000 +6,000 New
Osaic Holdings
63
Osaic Holdings
Arizona
$58K 5,800 +5,800 New
FF
64
FourThought Financial
Florida
$53K 5,346 +5,346 New
HI
65
Harbour Investments
Wisconsin
$14K 1,400 +1,400 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$13K 1,300 +1,300 New
Bank of America
67
Bank of America
North Carolina
$12K 1,169 +1,169 New
IA
68
IFP Advisors
Florida
$11K 1,054 +1,054 New
NC
69
NewSquare Capital
Pennsylvania
$9K 900 +900 New
HFA
70
Hoover Financial Advisors
Pennsylvania
$9K 902 +902 New
SIC
71
Salem Investment Counselors
North Carolina
$5K 500 +500 New
BAM
72
Bellevue Asset Management
Washington
$3K 290 +290 New
EP
73
Eudaimonia Partners
Tennessee
$3K 300 +300 New
PA
74
Parallel Advisors
California
$2K 200 +200 New
RWB
75
RMR Wealth Builders
New Jersey
$1K 90 +90 New
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