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Wheels Up

186 hedge funds and large institutions have $631M invested in Wheels Up in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
46
Reduced
33
Closed
41
Calls
$4.33M
Puts
$2.98M
Net Calls
+$1.36M
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Apollon Wealth Management
South Carolina
$68K -$3.63K -78 -5%
MWP
127
MYCIO Wealth Partners
Pennsylvania
$68K
Legal & General Group
128
Legal & General Group
United Kingdom
$66K +$66K +1,413 New
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$65K +$65K +1,405 New
Osaic Holdings
130
Osaic Holdings
Arizona
$64K +$2.29K +50 +4%
PFS
131
Prospera Financial Services
Texas
$63K +$2.32K +50 +4%
CG
132
Cutler Group
California
$62K -$72.4K -1,568 -54%
Bank of America
133
Bank of America
North Carolina
$62K +$34.3K +742 +124%
GT
134
Glenmede Trust
Pennsylvania
$61K
JF
135
Jump Financial
Illinois
$61K +$61K +1,322 New
XSC
136
X-Square Capital
Puerto Rico
$60K -$23.4K -500 -28%
CM
137
Caption Management
Oklahoma
$60K +$60K +1,298 New
Baird Financial Group
138
Baird Financial Group
Wisconsin
$59K +$59K +1,270 New
MFS
139
Mirabella Financial Services
United Kingdom
$59K +$59K +1,274 New
WP
140
WealthSource Partners
California
$53K -$12K -260 -18%
MML Investors Services
141
MML Investors Services
Massachusetts
$53K +$460 +10 +0.9%
PCM
142
Penserra Capital Management
California
$52K -$67.2K -1,451 -56%
SC
143
Shay Capital
New York
$51K +$51K +1,100 New
CA
144
Carson Advisory
Georgia
$51K +$51K +1,100 New
APW
145
Austin Private Wealth
Texas
$49K +$49K +1,060 New
JWM
146
Janiczek Wealth Management
Colorado
$46K
KWM
147
Kingsview Wealth Management
Oregon
$46K
Deutsche Bank
148
Deutsche Bank
Germany
$46K +$46K +982 New
CCM
149
Chiron Capital Management
Florida
$46K +$46K +1,000 New
PCMC
150
Paragon Capital Management (Colorado)
Colorado
$43K +$43K +919 New