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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 %
Creative Planning
76
Creative Planning
Kansas
$336K 51,010 +51,010 New
KCM
77
Kathmere Capital Management
Pennsylvania
$330K 50,075 +50,075 New
SEI Investments
78
SEI Investments
Pennsylvania
$303K 45,997 -1,634 -3%
SC
79
Scotia Capital
Ontario, Canada
$288K 43,757 +43,757 New
TA
80
Tiedemann Advisors
New York
$277K 42,078 +42,078 New
EGM
81
Engineers Gate Manager
New York
$253K 38,450 +38,450 New
KF
82
Krilogy Financial
Missouri
$249K 37,816 +37,816 New
VF
83
Virtu Financial
New York
$244K 37,069 +37,069 New
GW
84
GW & Wade
Massachusetts
$235K 35,721 +35,721 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$231K 35,100 +35,100 New
Marshall Wace
86
Marshall Wace
United Kingdom
$228K 34,574 +4,642 +16%
LPL Financial
87
LPL Financial
California
$219K 33,297 -20,158 -38%
HH
88
Hilltop Holdings
Texas
$198K 30,000 – –
CG
89
Cutler Group
California
$191K 29,114 +29,114 New
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$185K 28,050 +28,050 New
AA
91
Ancora Advisors
Ohio
$183K 27,712 +27,712 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$173K 26,212 +26,212 New
Victory Capital Management
93
Victory Capital Management
Texas
$170K 25,786 +25,786 New
PCM
94
Penserra Capital Management
California
$169K 25,738 +17,695 +220%
ASN
95
Advisory Services Network
Georgia
$161K 24,490 +20,850 +573%
PCA
96
Pallas Capital Advisors
Massachusetts
$156K 19,701 -1,000 -5%
BAM
97
Belpointe Asset Management
Nevada
$153K 23,250 +23,250 New
CWP
98
CFM Wealth Partners
Texas
$151K 23,019 +23,019 New
SAF
99
Smith Anglin Financial
Texas
$141K 21,408 +21,408 New
Citigroup
100
Citigroup
New York
$138K 20,878 +20,878 New
2 3
4
5 6