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Wheels Up
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Overview Fund Activity

88 hedge funds and large institutions have $11M invested in Wheels Up in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 0 increasing their positions, 71 reducing their positions, and 115 closing their positions.

Holders
88
Holders Change
-100
Holders Change %
-53.19%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
–
Reduced
71
Closed
115
Calls
$93K
Puts
$36K
Net Calls
+$57K
Net Calls Change
-$5K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$329K
2
GCP
2
GSA Capital Partners
United Kingdom
$336K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$170K
4
YIH
4
Y-Intercept (HK)
Hong Kong
$94.2K
5
SC
5
Saltoro Capital
Texas
$91.2K

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
BlackRock
2
BlackRock
New York
$285K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$119K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
Rise Advisors
New York
$69 59 -1 -2%
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$59 50 – –
Citigroup
78
Citigroup
New York
$43 37 +37 New
NA
79
NewEdge Advisors
Louisiana
$34 28 – –
WOC
80
West Oak Capital
California
$29 25 – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23 20 – –
S
82
SignatureFD
Georgia
$20 17 +7 +70%
NFSG
83
Newbridge Financial Services Group
Florida
$12 10 – –
Franklin Resources
84
Franklin Resources
California
– – -273,555 Closed
Nuveen Asset Management
85
Nuveen Asset Management
Illinois
– – -45,589 Closed
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
– – -41,024 Closed
FG
87
Formula Growth
Quebec, Canada
– – -27,981 Closed
UB
88
UMB Bank
Missouri
– – -26,660 Closed
JIC
89
Joel Isaacson & Co
New York
– – -26,337 Closed
Barclays
90
Barclays
United Kingdom
– – -20,462 Closed
HighTower Advisors
91
HighTower Advisors
Illinois
– – -18,558 Closed
RJFSA
92
Raymond James Financial Services Advisors
Florida
– – -16,063 Closed
DAM
93
Draper Asset Management
New York
– – -10,903 Closed
FPGT
94
Financial Partners Group (Tennessee)
Tennessee
– – -10,000 Closed
CB
95
Commerce Bank
Missouri
– – -10,000 Closed
RJA
96
Raymond James & Associates
Florida
– – -9,915 Closed
Deutsche Bank
97
Deutsche Bank
Germany
– – -9,885 Closed
MIM
98
MetLife Investment Management
New Jersey
– – -9,709 Closed
ST
99
Sageworth Trust
Pennsylvania
– – -9,570 Closed
Stifel Financial
100
Stifel Financial
Missouri
– – -9,524 Closed
2 3
4
5 6