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Wheels Up
108 hedge funds and large institutions have $1.38B invested in Wheels Up in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
45% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $818K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
29% more capital invested
Capital invested by funds: $1.07B → $1.38B (+$314M)
20% more funds holding
Funds holding: 90 → 108 (+18)
0.04% more ownership
Funds ownership: 4.04% → 4.08% (+0.04%)
Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
26
Reduced
20
Closed
9
Calls
$1.19M
Puts
$818K
Net Calls
+$371K
Net Calls Change
+$967K
Top Buyers
| 1 |
BlackRock
New York
|
+$3.93M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.87M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.75M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.61M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.43M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$800K |
| 2 |
KA
Kore Advisors
Boynton Beach,
Florida
|
-$508K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$318K |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$216K |
| 5 |
AGM
Alpine Global Management
New York
|
-$161K |
