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Wheels Up

207 hedge funds and large institutions have $125M invested in Wheels Up in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
48
Reduced
54
Closed
30
Calls
$568K
Puts
$67K
Net Calls
+$501K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
MSCM
176
McElhenny Sheffield Capital Management
Texas
$8.24K +$8.24K +800 New
RFG
177
RFP Financial Group
Georgia
$7.6K +$7.6K +738 New
WAM
178
Wolverine Asset Management
Illinois
$7.43K
BFEC
179
Benjamin F. Edwards & Company
Missouri
$7K +$7K +700 New
TRCT
180
Tower Research Capital (TRC)
New York
$6K -$2K -192 -25%
Allspring Global Investments
181
Allspring Global Investments
North Carolina
$5.17K -$113 -11 -2%
CCA
182
Column Capital Advisors
Indiana
$3.43K +$3.43K +333 New
FCA
183
FinTrust Capital Advisors
South Carolina
$2.06K
WB
184
Webster Bank
Connecticut
$2K
Citigroup
185
Citigroup
New York
$1.57K -$11.4K -1,110 -88%
FPFS
186
First Personal Financial Services
North Carolina
$1.03K
CFB
187
Cullen/Frost Bankers
Texas
$1.03K
IA
188
IFP Advisors
Florida
$1K -$4.23K -55 -81%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$765
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$618 -$3.52K -342 -85%
MWM
191
Mascoma Wealth Management
New Hampshire
$618
RA
192
Rise Advisors
New York
$613
WTA
193
Washington Trust Advisors
Massachusetts
$536
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$515
ASN
195
Advisory Services Network
Georgia
$335 +$335 +33 New
IAA
196
Independent Advisor Alliance
North Carolina
$290 -$89 -8,592 -23%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206
NFSG
198
Newbridge Financial Services Group
Florida
$103
S
199
SignatureFD
Georgia
$98
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$31