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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 %
AA
101
ACT Advisors
North Carolina
$78K 40,000
KF
102
Krilogy Financial
Missouri
$72K 36,816
Millennium Management
103
Millennium Management
New York
$68K 34,944 -1,534,073 -98%
LP
104
LGL Partners
Pennsylvania
$68K 34,724
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$68K 34,940 +7,900 +29%
CS
106
Capital Square
Tennessee
$67K 34,400 +2,000 +6%
SWP
107
Stratos Wealth Partners
Ohio
$67K 34,150 +2,500 +8%
Legal & General Group
108
Legal & General Group
United Kingdom
$62K 32,053 -10,346 -24%
DIM
109
Delta Investment Management
California
$61K 31,056 -10,000 -24%
SA
110
Strategic Advisors
New York
$61K 31,588
AA
111
Ancora Advisors
Ohio
$60K 30,912
HH
112
Hilltop Holdings
Texas
$59K 30,000
BO
113
BRR OpCo
Ohio
$58K 29,952
MC
114
Moors & Cabot
Massachusetts
$55K 28,100 +9,500 +51%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$54K 27,892
GCM
116
G2 Capital Management
Ohio
$54K 27,493
LFAS
117
Level Four Advisory Services
Texas
$52K 26,830 -15,050 -36%
Citigroup
118
Citigroup
New York
$51K 26,261 -446,649 -94%
NP
119
NorthRock Partners
Minnesota
$51K 26,315 +26,315 New
AQR Capital Management
120
AQR Capital Management
Connecticut
$50K 25,472 +1,287 +5%
WTB
121
Washington Trust Bank
Washington
$49K 25,000
Victory Capital Management
122
Victory Capital Management
Texas
$45K 23,146 -141 -0.6%
CWP
123
CFM Wealth Partners
Texas
$45K 23,019 +23,019 New
BRWA
124
B. Riley Wealth Advisors
Florida
$44K 22,300 -3,200 -13%
William Blair & Company
125
William Blair & Company
Illinois
$44K 22,500