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Wheels Up
74 hedge funds and large institutions have $268M invested in Wheels Up in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,336% more capital invested
Capital invested by funds: $11M → $268M (+$257M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more call options, than puts
Call options by funds: $563K | Put options by funds: $468K
2.01% more ownership
Funds ownership: 1.87% → 3.88% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
14% less funds holding
Funds holding: 86 → 74 (-12)
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
Holders
74
Holders Change
-12
Holders Change %
-13.95%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
15
Reduced
15
Closed
29
Calls
$563K
Puts
$468K
Net Calls
+$95K
Net Calls Change
+$38K
Top Buyers
| 1 |
DAL
Delta Air Lines
Atlanta,
Georgia
|
+$122M |
| 2 |
KCM
Knighthead Capital Management
New York
|
+$122M |
| 3 |
IW
Instrumental Wealth
Tampa,
Florida
|
+$75.7K |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$53.7K |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$37.7K |
Top Sellers
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$336K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$329K |
| 3 |
Two Sigma Investments
New York
|
-$170K |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$94.2K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$83.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
101
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$12 | -1 | Closed |
|
|
S
102
SignatureFD
Atlanta,
Georgia
| – | -$20 | -1 | Closed |
|
103
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$403 | +10 | +1,000% |
|