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Wheels Up

86 hedge funds and large institutions have $1.91B invested in Wheels Up in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
16
Reduced
21
Closed
14
Calls
$1.73M
Puts
$1.27M
Net Calls
+$454K
Net Calls Change
+$359K
Name Market Value Shares Shares
Change
Shares
Change %
RA
76
Rise Advisors
New York
$202 59
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$172 50 +50 New
PFBT
78
Parkside Financial Bank & Trust
Missouri
$124 36 +36 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$103 30 -1,150 -97%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69 20
Citigroup
81
Citigroup
New York
$58 17 -20 -54%
BMC
82
Bear Mountain Capital
Washington
$47 12 +12 New
NA
83
NewEdge Advisors
Louisiana
$34 10 -15 -60%
JFG
84
Jefferies Financial Group
New York
-159,135 Closed
SC
85
Saltoro Capital
Texas
-61,667 Closed
Lido Advisors
86
Lido Advisors
California
-21,442 Closed
SSA
87
Schonfeld Strategic Advisors
New York
-18,700 Closed
VPIM
88
Vanguard Personalized Indexing Management
California
-17,882 Closed
PCM
89
Pennsylvania Capital Management
Pennsylvania
-16,116 Closed
Goldman Sachs
90
Goldman Sachs
New York
-15,942 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-15,713 Closed
XT
92
XTX Topco
Cayman Islands
-14,466 Closed
AllianceBernstein
93
AllianceBernstein
Tennessee
-12,614 Closed
Corient Private Wealth
94
Corient Private Wealth
Florida
-12,021 Closed
RJA
95
Raymond James & Associates
Florida
-10,573 Closed
JWM
96
Janiczek Wealth Management
Colorado
-1,000 Closed
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$0 10 -200 -95%
FCA
98
FinTrust Capital Advisors
South Carolina
-200 Closed
Man Group
99
Man Group
United Kingdom
Citadel Advisors
100
Citadel Advisors
Florida