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Wheels Up

206 hedge funds and large institutions have $269M invested in Wheels Up in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
46
Reduced
49
Closed
31
Calls
$1.24M
Puts
$534K
Net Calls
+$709K
Net Calls Change
-$427K
Name Market Value Shares Shares
Change
Shares
Change %
LWM
76
Laidlaw Wealth Management
New York
$136K 69,964
GCM
77
Gables Capital Management
Florida
$135K 69,000 -3,350 -5%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$133K 68,270 +68,270 New
XT
79
XTX Topco
Cayman Islands
$133K 68,290 +55,992 +455%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$128K 65,472 -6,198 -9%
Prudential Financial
81
Prudential Financial
New Jersey
$122K 62,565 +62,565 New
RFA
82
RTD Financial Advisors
Pennsylvania
$117K 59,983 -16,779 -22%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$117K 59,872 +59,872 New
SCG
84
Sonata Capital Group
Washington
$112K 57,603
AWS
85
Atria Wealth Solutions
New York
$112K 57,542
Creative Planning
86
Creative Planning
Kansas
$111K 56,687 +4,677 +9%
GCP
87
GSA Capital Partners
United Kingdom
$110K 56,579 +56,579 New
Bank of America
88
Bank of America
North Carolina
$109K 55,942 -92,096 -62%
UBS AM
89
UBS AM
Illinois
$107K 55,100
Truist Financial
90
Truist Financial
North Carolina
$106K 54,065 +115 +0.2%
PA
91
Perennial Advisors
New York
$105K 53,734
Invesco
92
Invesco
Georgia
$104K 53,386 +53,386 New
PIMG
93
Patriot Investment Management Group
Tennessee
$102K 52,741
IC
94
IEQ Capital
California
$101K 51,997
CS
95
Credit Suisse
Switzerland
$98K 50,485 -2,868 -5%
KCM
96
Kathmere Capital Management
Pennsylvania
$98K 50,075
CCA
97
Conservest Capital Advisors
Pennsylvania
$90K 46,039 -11,510 -20%
ACM
98
Advisors Capital Management
New Jersey
$90K 46,000
IWM
99
IHT Wealth Management
Illinois
$90K 46,127 +46,127 New
RWA
100
RGT Wealth Advisors
Texas
$88K 45,241 +45,241 New