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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 %
MWM
176
Mascoma Wealth Management
New Hampshire
$278
NA
177
NewEdge Advisors
Louisiana
$177
WOC
178
West Oak Capital
California
$158
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127
NFSG
180
Newbridge Financial Services Group
Florida
$63
S
181
SignatureFD
Georgia
$60
KM
182
Kalos Management
Georgia
$32 +$32 +5 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$25 +$1 +210 +6%
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$19
Jacobs Levy Equity Management
185
Jacobs Levy Equity Management
New Jersey
-$1.48M -143,584 Closed
First Eagle Investment Management
186
First Eagle Investment Management
New York
-$474K -46,039 Closed
PAM
187
Panagora Asset Management
Massachusetts
-$262K -25,420 Closed
AQR Capital Management
188
AQR Capital Management
Connecticut
-$208K -20,211 Closed
Russell Investments Group
189
Russell Investments Group
United Kingdom
-$138K -13,380 Closed
American Century Companies
190
American Century Companies
Missouri
-$129K -12,550 Closed
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
-$119K -11,418 Closed
SO
192
STRS Ohio
Ohio
-$104K -10,120 Closed
VF
193
Virtu Financial
New York
-$65K -6,327 Closed
XT
194
XTX Topco
Cayman Islands
-$64.8K -6,295 Closed
TSS
195
Two Sigma Securities
New York
-$54.3K -5,275 Closed
E
196
Ergoteles
New York
-$52.2K -5,065 Closed
CPC
197
Cookson Peirce & Co
Pennsylvania
-$52K -5,000 Closed
EGM
198
Engineers Gate Manager
New York
-$47.8K -4,642 Closed
CSS
199
Cubist Systematic Strategies
Connecticut
-$35.3K -3,432 Closed
YIH
200
Y-Intercept (HK)
Hong Kong
-$23.5K -2,281 Closed