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Wheels Up
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Overview Fund Activity

88 hedge funds and large institutions have $11M invested in Wheels Up in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 0 increasing their positions, 71 reducing their positions, and 115 closing their positions.

Holders
88
Holders Change
-100
Holders Change %
-53.19%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
–
Reduced
71
Closed
115
Calls
$93K
Puts
$36K
Net Calls
+$57K
Net Calls Change
-$5K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$329K
2
GCP
2
GSA Capital Partners
United Kingdom
$336K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$170K
4
YIH
4
Y-Intercept (HK)
Hong Kong
$94.2K
5
SC
5
Saltoro Capital
Texas
$91.2K

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
BlackRock
2
BlackRock
New York
$285K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$13.6K 11,640 -87,260 -88%
NG
52
Northstar Group
New York
$13.5K 11,509 -103,589 -90%
BBHC
53
Brown Brothers Harriman & Co
New York
$12.1K 10,358 -100,250 -91%
MCM
54
MAI Capital Management
Ohio
$11.9K 10,137 -91,234 -90%
CFA
55
Capstone Financial Advisors
Illinois
$11.7K 10,000 +10,000 New
GCM
56
Gables Capital Management
Florida
$5.63K 4,810 -43,290 -90%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5K 4,703 -67,207 -93%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$4.2K 3,587 -120,027 -97%
AA
59
Ancora Advisors
Ohio
$3.9K 3,336 -30,026 -90%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.12K 2,665 -237,634 -99%
TSWM
61
Tyler-Stone Wealth Management
Ohio
$3K 2,950 +2,950 New
FCA
62
FinTrust Capital Advisors
South Carolina
$2.06K 2,000 – –
Osaic Holdings
63
Osaic Holdings
Arizona
$1.93K 1,612 -19,398 -92%
Bank of America
64
Bank of America
North Carolina
$1.56K 1,329 -188,340 -99%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.38K 1,180 -10,620 -90%
JWM
66
Janiczek Wealth Management
Colorado
$1.17K 1,000 -9,000 -90%
RFG
67
RFP Financial Group
Georgia
$862 737 +737 New
WAM
68
Wolverine Asset Management
Illinois
$565 483 -6,104 -93%
CCA
69
Column Capital Advisors
Indiana
$460 393 -3,537 -90%
Citadel Advisors
70
Citadel Advisors
Florida
$425 363 -8,739 -96%
Group One Trading
71
Group One Trading
Illinois
$247 211 -34,527 -99%
WP
72
WealthPLAN Partners
Nebraska
$234 200 -1,800 -90%
FPFS
73
First Personal Financial Services
North Carolina
$117 100 -900 -90%
CFB
74
Cullen/Frost Bankers
Texas
$117 100 -900 -90%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$70 60 -540 -90%
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