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Wheels Up

193 hedge funds and large institutions have $462M invested in Wheels Up in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 33 closing their positions.

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
54
Reduced
29
Closed
33
Calls
$2.77M
Puts
$1.64M
Net Calls
+$1.14M
Net Calls Change
-$220K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
51
Bank of America
North Carolina
$461K 14,804 +13,464 +1,005%
HighTower Advisors
52
HighTower Advisors
Illinois
$418K 13,573 +987 +8%
First Trust Advisors
53
First Trust Advisors
Illinois
$408K 13,108 +13,108 New
Group One Trading
54
Group One Trading
Illinois
$380K 12,219 -6,805 -36%
NG
55
Northstar Group
New York
$358K 11,510
RJA
56
Raymond James & Associates
Florida
$353K 11,358 +880 +8%
PP
57
Paloma Partners
Connecticut
$353K 11,343 +11,343 New
BBHC
58
Brown Brothers Harriman & Co
New York
$344K 11,061
Stifel Financial
59
Stifel Financial
Missouri
$318K 10,233 -347 -3%
KAS
60
Kestra Advisory Services
Texas
$299K 9,600 -210 -2%
ST
61
Sageworth Trust
Pennsylvania
$298K 9,570
V
62
Veritable
Delaware
$294K 9,468
PCM
63
Pennsylvania Capital Management
Pennsylvania
$270K 8,677 +5,319 +158%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$265K 8,244
MCM
65
MAI Capital Management
Ohio
$251K 8,067
RFA
66
RTD Financial Advisors
Pennsylvania
$239K 7,676
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$234K 7,510 +2,500 +50%
SIG
68
Stonegate Investment Group
Alabama
$229K 7,378
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$227K 7,296 -527 -7%
GCM
70
Gables Capital Management
Florida
$225K 7,235 -2,035 -22%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$223K 7,167 +783 +12%
LWM
72
Laidlaw Wealth Management
New York
$218K 6,996
CG
73
Colony Group
Massachusetts
$218K 6,996 +6,996 New
Bank of New York Mellon
74
Bank of New York Mellon
New York
$217K 6,984
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$194K 6,223