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Wheels Up

193 hedge funds and large institutions have $462M invested in Wheels Up in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
54
Reduced
29
Closed
33
Calls
$2.77M
Puts
$1.64M
Net Calls
+$1.14M
Net Calls Change
-$220K
Name Holding Trade Value Shares
Change
Shares
Change %
FLC
126
Fifth Lane Capital
Texas
$64K +$64K +2,060 New
GL
127
Graypoint LLC
New York
$62K
ASRS
128
Arizona State Retirement System
Arizona
$62K +$311 +10 +0.5%
PCA
129
Pallas Capital Advisors
Massachusetts
$59K
MC
130
Moors & Cabot
Massachusetts
$58K
RC
131
Randolph Company
Ohio
$57K
SFG
132
SNS Financial Group
Minnesota
$57K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$54K +$54K +1,725 New
MFS
134
Mirabella Financial Services
United Kingdom
$52K +$12.4K +397 +31%
CCM
135
CTC Capital Management
Illinois
$52K +$52K +1,660 New
MML Investors Services
136
MML Investors Services
Massachusetts
$51K +$15K +481 +42%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$48K +$4.63K +150 +11%
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$47K
AAM
139
Austin Asset Management
Texas
$47K +$47K +1,500 New
MWP
140
MYCIO Wealth Partners
Pennsylvania
$46K
PCP
141
Proficio Capital Partners
Massachusetts
$44K +$44K +1,400 New
PFS
142
Prospera Financial Services
Texas
$42K
KPWS
143
Kestra Private Wealth Services
Texas
$42K +$42K +1,360 New
GT
144
Glenmede Trust
Pennsylvania
$41K
PCM
145
Prelude Capital Management
New York
$41K +$41K +1,318 New
XSC
146
X-Square Capital
Puerto Rico
$40K
CA
147
Carson Advisory
Georgia
$40K +$6.15K +200 +18%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$39K
S
149
SignatureFD
Georgia
$38K +$37.7K +1,200 +12,000%
XT
150
XTX Topco
Cayman Islands
$38K +$38K +1,230 New