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Wheels Up

206 hedge funds and large institutions have $269M invested in Wheels Up in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
46
Reduced
49
Closed
31
Calls
$1.24M
Puts
$534K
Net Calls
+$709K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$14K -$20K -1,014 -59%
WAM
177
Wolverine Asset Management
Illinois
$14K +$1.89K +102 +16%
FF
178
FourThought Financial
Florida
$13K +$2.95K +151 +29%
IA
179
IFP Advisors
Florida
$10K
TRCT
180
Tower Research Capital (TRC)
New York
$9K +$1.23K +65 +16%
QCG
181
Quadrant Capital Group
Ohio
$6K +$6K +316 New
WB
182
Webster Bank
Connecticut
$5K
APA
183
American Portfolios Advisors
New York
$4.1K
FCA
184
FinTrust Capital Advisors
South Carolina
$4K -$3K -150 -43%
CFB
185
Cullen/Frost Bankers
Texas
$2K
TFS
186
TrustCore Financial Services
Tennessee
$2K
SIC
187
Salem Investment Counselors
North Carolina
$2K
FPFS
188
First Personal Financial Services
North Carolina
$2K +$2K +100 New
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$1K -$107 -8 -10%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$1K
KTC
191
Kistler-Tiffany Companies
Pennsylvania
$1K
MWM
192
Mascoma Wealth Management
New Hampshire
$1K
RA
193
Rise Advisors
New York
$1K
WTA
194
Washington Trust Advisors
Massachusetts
$1K
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$1K +$189 +7 +23%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$1K +$1K +50 New
WWM
197
Wagner Wealth Management
South Carolina
$1K +$1K +50 New
M&T Bank
198
M&T Bank
New York
$1K +$1K +36,750 New
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$27 +$27 +1,281 New