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Wheels Up

188 hedge funds and large institutions have $71.1M invested in Wheels Up in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 32 closing their positions.

Holders
188
Holders Change
-19
Holders Change %
-9.18%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
50
Reduced
42
Closed
32
Calls
$94K
Puts
$32K
Net Calls
+$62K
Net Calls Change
-$439K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
51
LPL Financial
California
$65.3K 103,247 +31,150 +43%
MCM
52
MAI Capital Management
Ohio
$64.1K 101,371
CB
53
Commerce Bank
Missouri
$63.3K 100,000
FPGT
54
Financial Partners Group (Tennessee)
Tennessee
$63.3K 100,000 +50,000 +100%
RJA
55
Raymond James & Associates
Florida
$62.7K 99,145 -6,944 -7%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$62.6K 98,900 +26,800 +37%
Deutsche Bank
57
Deutsche Bank
Germany
$62.6K 98,854 +33,172 +51%
MIM
58
MetLife Investment Management
New Jersey
$61.4K 97,087 +60,875 +168%
ST
59
Sageworth Trust
Pennsylvania
$60.6K 95,702
KAS
60
Kestra Advisory Services
Texas
$60.4K 95,488 +5,500 +6%
Stifel Financial
61
Stifel Financial
Missouri
$60.3K 95,236 +3,573 +4%
V
62
Veritable
Delaware
$59.9K 94,677
Lido Advisors
63
Lido Advisors
California
$58.4K 92,235
SG Americas Securities
64
SG Americas Securities
New York
$58K 90,930 +38,426 +73%
Creative Planning
65
Creative Planning
Kansas
$57.6K 91,087
Corient Private Wealth
66
Corient Private Wealth
Florida
$50.3K 79,498
AIG
67
American International Group
New York
$49.3K 77,854 +1,549 +2%
IWM
68
IHT Wealth Management
Illinois
$48.2K 76,114 +8,385 +12%
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
$46.7K 73,725
AWS
70
Atria Wealth Solutions
New York
$46.2K 73,020 +15,478 +27%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$46K 71,910 -9,569 -12%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$45.4K 71,743 -20,187 -22%
LWM
73
Laidlaw Wealth Management
New York
$44.3K 69,964
CG
74
Colony Group
Massachusetts
$44K 69,964 -1,000 -1%
PIMG
75
Patriot Investment Management Group
Tennessee
$43.9K 69,305