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Wheels Up

88 hedge funds and large institutions have $11M invested in Wheels Up in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-100
Holders Change %
-53.19%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
15
Reduced
39
Closed
115
Calls
$93K
Puts
$36K
Net Calls
+$57K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
151
Delta Investment Management
California
-$13.3K -2,106 Closed
HPCM
152
Hunter Perkins Capital Management
Illinois
-$13K -2,100 Closed
BAM
153
Belpointe Asset Management
Nevada
-$12.8K -2,025 Closed
PI
154
PFS Investments
Georgia
-$10K -2,010 Closed
GL
155
Graypoint LLC
New York
-$12.7K -2,002 Closed
LF
156
LifeSteps Financial
California
-$12.7K -2,000 Closed
MC
157
Moors & Cabot
Massachusetts
-$12.7K -2,000 Closed
AIS
158
AM Investment Strategies
Tennessee
-$13K -2,000 Closed
ProShare Advisors
159
ProShare Advisors
Maryland
-$12K -1,899 Closed
Victory Capital Management
160
Victory Capital Management
Texas
-$11.9K -1,886 Closed
RC
161
Randolph Company
Ohio
-$11.6K -1,837 Closed
PAG
162
Private Advisor Group
New Jersey
-$11.1K -1,750 Closed
Principal Financial Group
163
Principal Financial Group
Iowa
-$10.9K -1,717 Closed
CWM
164
Capital Wealth Management
Rhode Island
-$10.8K -1,704 Closed
Los Angeles Capital Management
165
Los Angeles Capital Management
California
-$10K -1,587 Closed
GCM
166
Graham Capital Management
Connecticut
-$9.76K -1,543 Closed
SVWAG
167
Sound View Wealth Advisors Group
Georgia
-$9.49K -1,500 Closed
Simplex Trading
168
Simplex Trading
Illinois
-$9K -1,489 Closed
PIA
169
Powell Investment Advisors
Florida
-$8.86K -1,400 Closed
PFO
170
Pathstone Family Office
New Jersey
-$8.51K -1,345 Closed
XSC
171
X-Square Capital
Puerto Rico
-$8K -1,283 Closed
Ameriprise
172
Ameriprise
Minnesota
-$7.92K -1,252 Closed
HSA
173
HBK Sorce Advisory
Pennsylvania
-$7.91K -1,250 Closed
WQ
174
Wealth Quarterback
New Jersey
-$7.64K -1,208 Closed
CA
175
Carson Advisory
Georgia
-$7.59K -1,200 Closed