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Wheels Up
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Overview Fund Activity

165 hedge funds and large institutions have $575M invested in Wheels Up in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 33 closing their positions.

Holders
165
Holders Change
+92
Holders Change %
+126.03%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
126
Increased
24
Reduced
8
Closed
33
Calls
$10.5M
Puts
$3.34M
Net Calls
+$7.18M
Net Calls Change
+$6.59M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$97.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$72.8M
3
HVCM
3
HG Vora Capital Management
New York
$59.3M
4
Franklin Resources
4
Franklin Resources
California
$51.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.3M

Top Sellers

1
LA
1
Linden Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$881K
3
6CM
3
683 Capital Management
New York
$0
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
51
BLB&B Advisors
Pennsylvania
$708K 107,468 +107,468 New
CCA
52
Conservest Capital Advisors
Pennsylvania
$683K 103,588 +103,588 New
GCM
53
Gables Capital Management
Florida
$639K 97,000 +97,000 New
KAS
54
Kestra Advisory Services
Texas
$634K 96,198 +85,419 +792%
RJA
55
Raymond James & Associates
Florida
$572K 86,731 +86,731 New
Goldman Sachs
56
Goldman Sachs
New York
$567K 86,023 +86,023 New
MCM
57
MAI Capital Management
Ohio
$532K 80,671 +80,671 New
Lido Advisors
58
Lido Advisors
California
$525K 79,758 +79,758 New
LFF
59
Level Four Financial
Texas
$496K 75,211 -19,278 -20%
Group One Trading
60
Group One Trading
Illinois
$485K 73,625 +73,625 New
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$470K 71,250 +71,250 New
LP
62
LGL Partners
Pennsylvania
$465K 70,568 +70,568 New
LWM
63
Laidlaw Wealth Management
New York
$461K 69,964 +69,964 New
CG
64
Colony Group
Massachusetts
$461K 69,964 +69,964 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$460K 69,841 +69,841 New
PP
66
Paloma Partners
Connecticut
$457K 69,315 +69,315 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$427K 64,925 +49,335 +316%
IC
68
IEQ Capital
California
$413K 62,666 +62,666 New
CPA
69
Clear Perspective Advisors
Illinois
$400K 60,700 +60,700 New
LA
70
Legacy Advisors
Pennsylvania
$368K 55,836 +55,836 New
WQ
71
Wealth Quarterback
New Jersey
$362K 55,883 +55,883 New
Truist Financial
72
Truist Financial
North Carolina
$358K 54,352 +54,352 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$356K 54,034 -42,828 -44%
PA
74
Perennial Advisors
New York
$354K 53,734 +53,734 New
ACM
75
Advisors Capital Management
New Jersey
$342K 51,882 +51,882 New
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