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Wheels Up
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Overview Fund Activity

76 hedge funds and large institutions have $268M invested in Wheels Up in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 28 closing their positions.

Holders
76
Holders Change
-12
Holders Change %
-13.64%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
16
Reduced
17
Closed
28
Calls
$563K
Puts
$468K
Net Calls
+$95K
Net Calls Change
+$38K

Top Buyers

1
KCM
1
Knighthead Capital Management
New York
$125M
2
DAL
2
Delta Air Lines
Georgia
$136M
3
IW
3
Instrumental Wealth
Florida
$64.3K
4
UB
4
UMB Bank
Missouri
$55.2K
5
SSA
5
Schonfeld Strategic Advisors
New York
$38.7K

Top Sellers

1
GCP
1
GSA Capital Partners
United Kingdom
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
YIH
4
Y-Intercept (HK)
Hong Kong
$0
5
Charles Schwab
5
Charles Schwab
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$6.91K 3,336 – –
Wells Fargo
52
Wells Fargo
California
$6.46K 3,121 -39,351 -93%
Simplex Trading
53
Simplex Trading
Illinois
$6K 3,269 +3,269 New
CG
54
Cutler Group
California
$6K 3,367 +3,358 +37,311%
Osaic Holdings
55
Osaic Holdings
Arizona
$4.17K 2,016 +404 +25%
JPWM
56
Jamison Private Wealth Management
Georgia
$4.12K 1,990 +1,990 New
AW
57
Avion Wealth
Texas
$4K 2,209 +2,057 +1,353%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$2.44K 1,180 – –
CCA
59
Column Capital Advisors
Indiana
$2.26K 1,093 +700 +178%
JWM
60
Janiczek Wealth Management
Colorado
$2.07K 1,000 – –
Bank of America
61
Bank of America
North Carolina
$1.97K 950 -379 -29%
RFG
62
RFP Financial Group
Georgia
$1.53K 737 – –
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.17K 566 -2,099 -79%
FMII
64
Farmers & Merchants Investments Inc
Nebraska
$1.04K 500 +500 New
EWA
65
EverSource Wealth Advisors
Alabama
$886 428 +428 New
IRC
66
Investors Research Corp
Georgia
$838 405 +405 New
WB
67
Webster Bank
Connecticut
$497 240 +240 New
FCA
68
FinTrust Capital Advisors
South Carolina
$414 200 -1,800 -90%
FPFS
69
First Personal Financial Services
North Carolina
$207 100 – –
RA
70
Rise Advisors
New York
$122 59 – –
Citigroup
71
Citigroup
New York
$77 37 – –
NA
72
NewEdge Advisors
Louisiana
$52 25 -3 -11%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41 20 – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$8 4 -3,583 -100%
GCP
75
GSA Capital Partners
United Kingdom
– – -287,397 Closed
1 2
3
4 5