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Wheels Up

184 hedge funds and large institutions have $71.1M invested in Wheels Up in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $94K | Put options by funds: $32K

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 0.24%0.23% (-0.02%)

9% less funds holding

Funds holding: 202184 (-18)

43% less capital invested

Capital invested by funds: $125M → $71.1M (-$53.5M)

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
184
Holders Change
-18
Holders Change %
-8.91%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
48
Reduced
42
Closed
31
Calls
$94K
Puts
$32K
Net Calls
+$62K
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
151
Atlas Private Wealth Advisors
New Jersey
$6.9K +$12K +54 New
APW
152
Austin Private Wealth
Texas
$6.71K
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$6.57K
Prudential Financial
154
Prudential Financial
New Jersey
$6.37K
AIA
155
Arbor Investment Advisors
North Carolina
$6.33K
CCM
156
Chiron Capital Management
Florida
$6.33K
ECG
157
Edge Capital Group
Georgia
$6.33K +$11.1K +50 New
MVP
158
Miller Value Partners
Florida
$6.33K +$11.1K +50 New
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$6.32K -$1.33K -6 -11%
Citadel Advisors
160
Citadel Advisors
Florida
$5.76K -$1.37M -6,195 -99%
JWM
161
Janiczek Wealth Management
Colorado
$5.06K
WAM
162
Wolverine Asset Management
Illinois
$4.17K -$665 -3 -8%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$2.83K -$665 -3 -12%
CCA
164
Column Capital Advisors
Indiana
$2.49K +$665 +3 +18%
ASN
165
Advisory Services Network
Georgia
$2.1K +$3.33K +15 +750%
FCA
166
FinTrust Capital Advisors
South Carolina
$2.06K
WB
167
Webster Bank
Connecticut
$1.52K
EI
168
Ellevest Inc
New York
$1.4K +$2.44K +11 New
WP
169
WealthPLAN Partners
Nebraska
$1.27K +$2.22K +10 New
CFB
170
Cullen/Frost Bankers
Texas
$633
FPFS
171
First Personal Financial Services
North Carolina
$633
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$380
RA
173
Rise Advisors
New York
$377
WTA
174
Washington Trust Advisors
Massachusetts
$330
KTC
175
Kistler-Tiffany Companies
Pennsylvania
$317