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Wheels Up

186 hedge funds and large institutions have $631M invested in Wheels Up in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 41 closing their positions.

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
46
Reduced
33
Closed
41
Calls
$4.33M
Puts
$2.98M
Net Calls
+$1.36M
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
76
Patriot Investment Management Group
Tennessee
$244K +$198K +4,274 +427%
IC
77
IEQ Capital
California
$241K -$49.5K -1,067 -17%
CCM
78
Chickasaw Capital Management
Tennessee
$241K +$241K +5,193 New
CS
79
Credit Suisse
Switzerland
$240K +$240K +5,161 New
LFAS
80
Level Four Advisory Services
Texas
$240K +$240K +5,168 New
Simplex Trading
81
Simplex Trading
Illinois
$236K +$236K +5,092 New
KCM
82
Kathmere Capital Management
Pennsylvania
$232K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$232K +$69.5K +1,500 +43%
Creative Planning
84
Creative Planning
Kansas
$227K -$9.31K -201 -4%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$223K +$223K +5,020 New
CCA
86
Conservest Capital Advisors
Pennsylvania
$214K -$268K -5,755 -56%
ACM
87
Advisors Capital Management
New Jersey
$213K -$27.2K -588 -11%
Citigroup
88
Citigroup
New York
$211K +$114K +2,457 +118%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$205K -$125K -2,700 -38%
EGM
90
Engineers Gate Manager
New York
$204K +$25.5K +549 +14%
TA
91
Tiedemann Advisors
New York
$195K
KF
92
Krilogy Financial
Missouri
$171K -$4.64K -100 -3%
LP
93
LGL Partners
Pennsylvania
$168K -$159K -3,434 -49%
GW
94
GW & Wade
Massachusetts
$166K
LPL Financial
95
LPL Financial
California
$162K +$7.83K +169 +5%
SC
96
Scotia Capital
Ontario, Canada
$161K -$41.9K -904 -21%
PCM
97
Pennsylvania Capital Management
Pennsylvania
$156K +$78.5K +1,690 +101%
SSA
98
Schonfeld Strategic Advisors
New York
$154K +$154K +3,332 New
DAM
99
Deltec Asset Management
New York
$153K +$153K +3,300 New
PIA
100
Powell Investment Advisors
Florida
$151K +$151K +3,250 New