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Wheels Up
108 hedge funds and large institutions have $938M invested in Wheels Up in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
38% more call options, than puts
Call options by funds: $331K | Put options by funds: $239K
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 108 → 108 (0)
0% less ownership
Funds ownership: 4.08% → 4.07% (-0%)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less capital invested
Capital invested by funds: $1.38B → $938M (-$441M)
Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
27
Reduced
28
Closed
18
Calls
$331K
Puts
$239K
Net Calls
+$92K
Net Calls Change
-$279K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.61M |
| 2 |
State Street
Boston,
Massachusetts
|
+$718K |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$433K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$334K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$254K |
Top Sellers
| 1 |
KA
Kore Advisors
Boynton Beach,
Florida
|
-$3.33M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$963K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$227K |
| 4 |
Jane Street
New York
|
-$213K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$195K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
126
Traynor Capital Management
Malvern,
Pennsylvania
| – | -$15 | – | – |
|
127
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$84 | +2 | +40% |
|