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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 %
PIA
151
Powell Investment Advisors
Florida
$37K -$63.2K -2,050 -63%
WP
152
WealthSource Partners
California
$37K +$940 +30 +3%
AC
153
Avestar Capital
New York
$37K +$37K +1,200 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$34K +$34K +1,100 New
SI
155
Stephens Inc
Arkansas
$34K +$34K +1,100 New
APW
156
Austin Private Wealth
Texas
$33K
CCM
157
Chiron Capital Management
Florida
$31K
JWM
158
Janiczek Wealth Management
Colorado
$31K
PCM
159
Penserra Capital Management
California
$27K -$7.22K -237 -21%
WAM
160
Wolverine Asset Management
Illinois
$20K -$1.74K -57 -8%
Osaic Holdings
161
Osaic Holdings
Arizona
$19K -$23.3K -771 -55%
OCM
162
Ovata Capital Management
Hong Kong
$17K +$17K +558 New
FF
163
FourThought Financial
Florida
$16K
AWM
164
Atticus Wealth Management
Florida
$16K +$15.4K +504 +2,520%
CG
165
Cutler Group
California
$14K -$27.1K -885 -66%
TRCT
166
Tower Research Capital (TRC)
New York
$12K -$4.42K -151 -27%
FCA
167
FinTrust Capital Advisors
South Carolina
$11K
IA
168
IFP Advisors
Florida
$10K +$8.6K +80 +615%
HA
169
Herold Advisors
New York
$8.65K +$8.65K +278 New
WB
170
Webster Bank
Connecticut
$7K
APA
171
American Portfolios Advisors
New York
$6.53K
CWM
172
Cedar Wealth Management
California
$6K
Barclays
173
Barclays
United Kingdom
$6K +$6K +190 New
Simplex Trading
174
Simplex Trading
Illinois
$5K -$151K -4,929 -97%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$3K