Wheels Up
109 hedge funds and large institutions have $1.38B invested in Wheels Up in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
29% more capital invested
Capital invested by funds: $1.07B → $1.38B (+$314M)
22% more funds holding
Funds holding: 89 → 109 (+20)
0.73% more ownership
Funds ownership: 80.8% → 81.52% (+0.73%)
Holders
109
Holding in Top 10
4
Calls
$1.19M
Puts
$818K
Top Buyers
| 1 | +$3.9M | |
| 2 | +$2.85M | |
| 3 | +$1.74M | |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.59M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.42M |
Top Sellers
| 1 | -$794K | |
| 2 | -$504K | |
| 3 | -$316K | |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$216K |
| 5 |
AGM
Alpine Global Management
New York
|
-$161K |