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Wheels Up

88 hedge funds and large institutions have $11M invested in Wheels Up in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-100
Holders Change %
-53.19%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
15
Reduced
39
Closed
115
Calls
$93K
Puts
$36K
Net Calls
+$57K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
Advisors Capital Management
New Jersey
-$29K -4,600 Closed
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
-$29K -4,561 Closed
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
-$25 -4,005 Closed
AC
129
Avestar Capital
New York
-$25.3K -4,000 Closed
CA
130
Cetera Advisors
Colorado
-$25.2K -3,981 Closed
CAN
131
Cetera Advisor Networks
California
-$24.6K -3,882 Closed
KPWS
132
Kestra Private Wealth Services
Texas
-$24.4K -3,860 Closed
GF
133
Gries Financial
Ohio
-$24.4K -3,859 Closed
IAA
134
Independent Advisor Alliance
North Carolina
-$23.5K -3,721 Closed
KF
135
Krilogy Financial
Missouri
-$23.3K -3,682 Closed
LP
136
LGL Partners
Pennsylvania
-$22K -3,472 Closed
SWP
137
Stratos Wealth Partners
Ohio
-$20.7K -3,265 Closed
AWS
138
AJ Wealth Strategies
New York
-$20.3K -3,200 Closed
SA
139
Strategic Advisors
New York
-$20K -3,159 Closed
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
-$19K -3,005 Closed
HH
141
Hilltop Holdings
Texas
-$18.9K -3,000 Closed
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
-$19K -2,966 Closed
GCM
143
G2 Capital Management
Ohio
-$17.4K -2,749 Closed
NP
144
NorthRock Partners
Minnesota
-$16.7K -2,632 Closed
WTB
145
Washington Trust Bank
Washington
-$15.8K -2,500 Closed
PWM
146
Perigon Wealth Management
California
-$14.8K -2,340 Closed
TRCT
147
Tower Research Capital (TRC)
New York
-$15K -2,311 Closed
CWP
148
CFM Wealth Partners
Texas
-$14.6K -2,302 Closed
CWG
149
Cornerstone Wealth Group
North Carolina
-$14.5K -2,299 Closed
Legal & General Group
150
Legal & General Group
United Kingdom
-$14.2K -2,237 Closed