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Wheels Up

188 hedge funds and large institutions have $71.1M invested in Wheels Up in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 32 closing their positions.

Holders
188
Holders Change
-19
Holders Change %
-9.18%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
50
Reduced
42
Closed
32
Calls
$94K
Puts
$32K
Net Calls
+$62K
Net Calls Change
-$439K
Name Market Value Shares Shares
Change
Shares
Change %
PCA
76
Pallas Capital Advisors
Massachusetts
$43.3K 9,248
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5K 6,715
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$38K 5,998 -442 -7%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$37.9K 5,987
Truist Financial
80
Truist Financial
North Carolina
$36.5K 5,770 +1,350 +31%
CCA
81
Conservest Capital Advisors
Pennsylvania
$36.4K 5,755 +1,151 +25%
SCG
82
Sonata Capital Group
Washington
$36K 5,760
Squarepoint
83
Squarepoint
New York
$35.1K 5,547 -18,917 -77%
PA
84
Perennial Advisors
New York
$34K 5,370
CS
85
Capital Square
Tennessee
$33.7K 6,740 +250 +4%
IC
86
IEQ Capital
California
$32.9K 5,195
KCM
87
Kathmere Capital Management
Pennsylvania
$31.7K 5,008
CP
88
Capital Planning
Washington
$30.8K 4,864 +500 +11%
GCM
89
Gables Capital Management
Florida
$30.4K 4,810
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$29K 4,561 -25 -0.5%
ACM
91
Advisors Capital Management
New Jersey
$29K 4,600
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$27K 4,265 -7,050 -62%
AC
93
Avestar Capital
New York
$25.3K 4,000 -1,200 -23%
CA
94
Cetera Advisors
Colorado
$25.2K 3,981 +1,121 +39%
CAN
95
Cetera Advisor Networks
California
$24.6K 3,882 -2,742 -41%
KPWS
96
Kestra Private Wealth Services
Texas
$24.4K 3,860 +3,860 New
GF
97
Gries Financial
Ohio
$24.4K 3,859
IAA
98
Independent Advisor Alliance
North Carolina
$23.5K 3,721 -24,413 -87%
KF
99
Krilogy Financial
Missouri
$23.3K 3,682
Group One Trading
100
Group One Trading
Illinois
$22K 3,474 +1,351 +64%