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Wheels Up

188 hedge funds and large institutions have $71.1M invested in Wheels Up in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-19
Holders Change %
-9.18%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
50
Reduced
42
Closed
32
Calls
$94K
Puts
$32K
Net Calls
+$62K
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Shares
Change %
APWA
151
Atlas Private Wealth Advisors
New Jersey
$6.9K +$6.9K +1,090 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 +$6.33K +1,000 New
MVP
158
Miller Value Partners
Florida
$6.33K +$6.33K +1,000 New
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$6.32K -$709 -112 -10%
Citadel Advisors
160
Citadel Advisors
Florida
$5.76K -$784K -123,917 -99%
JWM
161
Janiczek Wealth Management
Colorado
$5.06K
WAM
162
Wolverine Asset Management
Illinois
$4.17K -$392 -62 -9%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$2.83K -$348 -55 -11%
CCA
164
Column Capital Advisors
Indiana
$2.49K +$380 +60 +18%
ASN
165
Advisory Services Network
Georgia
$2.1K +$1.9K +300 +909%
FCA
166
FinTrust Capital Advisors
South Carolina
$2.06K
WB
167
Webster Bank
Connecticut
$1.52K
EI
168
Ellevest Inc
New York
$1.4K +$1.4K +221 New
WP
169
WealthPLAN Partners
Nebraska
$1.27K +$1.27K +200 New
FPFS
170
First Personal Financial Services
North Carolina
$633
CFB
171
Cullen/Frost Bankers
Texas
$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