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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 %
WAM
151
Wolverine Asset Management
Illinois
$33K +$11.4K +246 +53%
CWA
152
Core Wealth Advisors
Florida
$31K +$31K +660 New
TRCT
153
Tower Research Capital (TRC)
New York
$26K +$26K +561 New
FF
154
FourThought Financial
Florida
$24K
FCA
155
FinTrust Capital Advisors
South Carolina
$16K
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$11.6K -$83.5K -1,800 -88%
WB
157
Webster Bank
Connecticut
$11K +$11K +240 New
APA
158
American Portfolios Advisors
New York
$9.74K
CWM
159
Cedar Wealth Management
California
$9K
SCA
160
Snowden Capital Advisors
New York
$9K +$9K +200 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$6K
AF
162
Allworth Financial
California
$5K
NFG
163
Next Financial Group
Texas
$5K
CFB
164
Cullen/Frost Bankers
Texas
$5K
SIC
165
Salem Investment Counselors
North Carolina
$4K +$1K +20 +33%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$4K +$4K +83 New
FPWM
167
FSB Premier Wealth Management
Iowa
$4K +$4K +100 New
RA
168
Rise Advisors
New York
$2.76K +$2.76K +60 New
WWM
169
Wagner Wealth Management
South Carolina
$2K
TFS
170
TrustCore Financial Services
Tennessee
$2K +$113 +3 +6%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +50 New
CFO
172
CVA Family Office
Colorado
$2K +$2K +50 New
KTC
173
Kistler-Tiffany Companies
Pennsylvania
$2K +$2K +50 New
WTA
174
Washington Trust Advisors
Massachusetts
$2K +$2K +52 New
BAM
175
Bellevue Asset Management
Washington
$1K -$83 -2 -8%